Email Templates Start a conversation with your prospects and clients about financial wellness. Copy and paste the sample text below to your email platform and edit as you see fit. If you have selfregistration enabled, you can hyperlink your custom URL in your email. Important Note: Be sure to check with your compliance department prior to prior to emailing or posting on social media.
Target: Prospect/New Client Hi [Client First Name] – I’ve added a new feature to my services called, MyBlocks. It’s an interactive financial wellness tool that helps you visualize your finances, get a pulse check for where you are today, and provide actionable steps to help you achieve your financial goals. You can register here [Hyperlink to Custom URL] to get access and start exploring your financial landscape. Once logged in, you will see some recommendations I’ve made for you at the top. I encourage you to go through them before our next meeting so we can make productive use of our time together. [Signature]
New Message To: sampleclient@email.com CC: New Financial Tool B
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Hi Sarah– I’ve added a new feature to my services called, MyBlocks. It’s an interactive financial wellness tool that helps you visualize your finances, get a pulse check for where you are today, and provide actionable steps to help you achieve your financial goals. You can register here www.emailsample.com to get access and start exploring your financial landscape. Once logged in, you will see some recommendations I’ve made for you at the top. I encourage you to go through them before our next meeting so we can make productive use of our time together. Ryan
Advisor Note Make sure you add blocks to the Advisor Recommendation section prior to sending the email. To add suggested blocks, hover over a block and click the button.
Easily remove a block from your suggestions by clicking on the button.
Hi [Client First Name] – I’m looking forward for our upcoming meeting. To ensure we get the most out of our time together, I’m sharing our financial wellness tool with you called MyBlocks. You can register here [Hyperlink to Custom URL] to get access. Once you’re logged in, you will see a wide variety of financial topics. Please go through the AI FinCheck block before our meeting so we can get a complete view of your assets and other financial information. [Signature]
Advisor Note The AI FinCheck block is available to those advisors with the Yodlee integration. Advisors with Yodlee access have ten blocks that create a complete view of assets, insurance and other financial information.
Target: Engaging the Extended Family Hi [Client First Name] – Congratulations on your child’s recent college graduation! I know it’s an exciting time, but I also know that young professionals today face numerous challenges: paying off student loans, saving for a home, managing credit debt. MyBlocks is an online financial wellness tool that I think may be helpful for your child. You can share this registration link [Hyperlink to Custom URL] with them and they can explore the financial topics that pique their interest. I would suggest going through the FastPath to Freedom blocks which help young investors decide how best to allocate their limited resources each month in order to achieve short- and long-term goals. Get their financial journey started on the right foot. I’m happy to answer any questions you or your family may have as you explore MyBlocks. [Signature]
Target: Couples Hi [Client First Name] – I’ve added a new feature to my services called, MyBlocks. It’s an interactive financial wellness tool that helps you visualize your finances, get a pulse check for where you are today, and provides actionable steps to help you achieve your financial goals. There is a specific block called Retirement Bliss that I’d like you to go through. It’s designed for couples and is a fun and easy way to start talking about retirement with your partner. Play the Retirement Capability Game: 1. Register Here [Hyperlink to Custom URL] 2. Once logged in, click on “Retirement Bliss” 3. Play the game by answering the questions. I want each of you to play the game individually and we’ll compare your score and answers when we meet. When we’re done, you will have a baseline of your expectations, concerns and shared goals. From there, we will work together to build a financial plan that works for you both! [Signature]
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