Example:
Hi [name of potential client],
I'm so grateful that you have expressed interest in my services. I have been helping clients like you for years, and I'm so excited to be able to help you too!
I offer retirement planning and investment management services, as well as many other options. I have a background in finance and accounting, and I have worked with clients in your situation before.
I believe that we would be a good fit, because my services are designed to help you achieve your goals. When you contact me, I will be able to explain my process in more detail and answer any questions you may have.
Please don't hesitate to reach out if you want to learn more about what I can do for you!
Example:
Hi [reader's name],
I'm [financial advisor's name], and I'm a financial advisor with [financial institution]. I hope this email finds you well.
I wanted to reach out because I noticed that you were interested in [financial advisor's service(s)]. I think I'd be a good fit for you based on your needs and am happy to answer any questions you have.
I specialize in [financial advisor’s service(s)] because I believe it's important to listen to your needs and provide solutions that are tailored to what matters most to you. My goal is to help you take control of your finances so that you can spend more time doing what matters to you.
I'd be glad to schedule a time to chat about your financial goals and how I can help you achieve them. Just let me know what works best for you: email, phone call, or a video chat.
Thanks again for reaching out!
Example:
Hi [name of potential client],
I'm so glad you're interested in our services!
We provide retirement planning and investment management for clients like you. We know that you're looking for a financial advisor who will help you secure your financial future, and we strive to do just that.
Our services include:
1) Retirement planning: We'll walk you through your options and help you understand what you need to do to ensure your future.
2) Investment management: We'll help you figure out what kind of investment portfolio is right for you, and we'll manage it for you so you don't have to worry about it.
3) Tax planning: We'll make sure that your taxes are as low as they can possibly be while still covering your bases.
Don't hesitate to reach out if you have any questions!
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