Client email templates
Email scripts for financial advisors
For anyone who sells to advice firms and wants advisors on their list.
Scorecard
Is your money ready for retirement?
How to use this scorecard
Share it with people in the ten years before retirement. Their score shows how much help they need, and their answers give you a natural first conversation.
What is inside
Score your plans
Why each question mattersNumber of pensions
Do these firstFind every pension: The Pension Tracing Service is free.
Worth doing in the next yearLook at your charges. Compare what each pension costs each year.
Your next twelve monthsTrace your pensions and get your State Pension forecast.
Three title ideas for your own version
How ready is your money for retirement
The retirement readiness scorecard
Score your retirement plans in two minutes
Where to promote it
LinkedIn postsyour newsletterworkplace talkslocal business groupsa link in your email signature
What goes in a retirement scorecard?
Ten quick questions on pensions, savings, spending and paperwork, a score out of twenty, what the score means, the first step for each point and a twelve month plan.
Make this scorecard 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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More scorecards
The same format, written for 21 other niches.
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Fractional readiness scorecard
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Manuscript readiness scorecard
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For commercial photographers who want to reach owners who are not sure whether their photos are holding them back.
LinkedIn results scorecard for LinkedIn creators
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Money habits scorecard for finance educators
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For SEO consultants who want to reach owners who are not sure why their website brings in so few visitors.
CV readiness scorecard for career coaches
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For career coaches who want to reach job seekers who send applications and hear nothing back.
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Pick one, change the words, publish.
Free to start. No credit card.