This message was inspired by several of my clients voicing their concerns that their financial planning/insurance clients are emailing them about being worried about some or all of the items of the Breaking NEWS List at the bottom of this blog.
The point of this email template is to create a quick reply letting your clients know someone heard them, ask them a question, and point them to your next review meeting.
My strategy in the example is to cut and paste some or all of the negatives and then point your clients to the truth.
Thank you for your email/mail and for sharing your concerns about the following;
Please be assured that ( your company ) has all of the above considerations in mind when creating your plan to grow your assets, protect your assets, save tax, and build a financial future and legacy.
Please don’t hesitate to contact us to answer any specific questions that you may have.
I’m looking forward to reviewing everything during our next review meeting.
Thank you for the opportunity to be of service.
( your name )
( your company )
Everything Everywhere All At Once – Breaking NEWS List
- Climate Change / Environment / Global Warming
- Energy Crisis
- Food Supply
- Interest Rates
- Nuclear Blackmail / Proliferation
- Quantitative Easing
- Real Estate Corrections
- Stimulus Packages
- Stock Markets
- Supply Chains
You are welcome to schedule a call with me by clicking this link: https://leadingadvisor.as.me/coachingcallwithSimonReilly