Client email templates
Email scripts for financial advisors
For anyone who sells to advice firms and wants advisors on their list.
Calculator
How much to save each month for your goal
How to use this calculator
Share it with clients planning a big purchase. A monthly number is the start of a plan, and a reason to talk.
What is inside
Goals people set most oftenAn emergency fund of three to six months of spending.
Make saving automaticThe day after you are paid.
If the number feels too highMove the date
Before you startYour goal in writing: The cost and the date.
Three title ideas for your own version
How much to save each month for your goal
The savings goal calculator
Turn a goal into a monthly number
Where to promote it
Your newslettera reply to a client planning a big purchasea post in January
What goes in a savings goal calculator?
A monthly saving calculator, where money usually sits by time frame, how to automate saving and what to do if the number is too high.
Make this calculator your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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Pick one, change the words, publish.
Free to start. No credit card.