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

Download the Templates

Use these 7 essential email templates.