How to use this email pack
Use these nine drafts as a lead magnet for other advisors and practice managers, or as a starting point for your own client emails. Each is short by design.
What is inside
- Email 1: Welcome to a new clientWhat happens next.
- Email 2: Reminder before a reviewYour review on [date].
- Email 3: Follow up after a reviewWhat we agreed today.
- Email 4: When markets are unsettledA note from me.
- Email 5: Year-end reminderBefore the year ends.
- Email 6: Asking for a referralA small favour.
- Email 7: Chasing missing documentsStill needed: [item].
- Email 8: After a life changeThinking of you.
Three title ideas for your own version
- Nine client emails you keep rewriting
- Client email templates for advisors
- The advisor's email starter pack
Where to promote it
- advisor communities and newsletters
- professional association forums
Do financial advisor emails need compliance review?
Yes. Treat these as drafts and check every message against your own compliance rules before you send it.
Make this email pack 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.
Use this templateBuilt with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.