The 7 Must-Have Email Templates for Financial Advisors

Need to send a marketing email to your clients or prospects but don’t know what to write or say? We’re here to help. We’ve compiled a document of our most requested email templates, from announcing new marketing strategies to asking for referrals.

This document includes templates for:

• Introducing your new website
• Introducing your social media profiles
• Introducing your new mobile app
• Welcoming a new email list subscriber

• Reaching out for a client meeting
• Introducing a new product, service or technology
• Asking for a referral