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Marketing
Moneymax® to Existing Clients
Date)
<<Client's Name>>
<<Address 1>>
<<Address 2>>
<<Address 3>>
<<City>>, <<State>>
<<Zip Code>>
Dear <<Client>>:
I am pleased to offer
you an exciting new financial service, one
that can help you feel more confident in
your financial decisions by confirming or
helping you learn more about your attitudes
and beliefs about finances. This service
is no cost to you, and the several clients
who have already experienced it have found
it very enlightening.
Take
advantage of this valuable financial learning
tool.
I've enclosed a simple questionnaire that
can help you better understand your attitudes
and beliefs about finances so you can better
meet your goals. It's part of the Moneymax®
Financial Personality Profile and it was
developed through extensive research by
Dr. Kathleen Gurney - a prominent psychologist
of financial behavior. (Your firm name here)
is working with Dr. Gurney's program to
help you translate your financial attitudes
into investment decisions that fit your
personal money management style. You'll
see how your financial personality can impact
the way you invest and whether you should
make any adjustments to your approach.
There's
no obligation - only financial knowledge
to gain.
I know you're busy, but the questionnaire
only takes a few minutes. By sending the
questionnaire, you'll gain knowledge on
how you might more effectively meet your
specific financial goals. (If two financial
decision makers in the household, include
two questionnaires and add: Ideally, the
two of you will each complete a questionnaire
and you will then be able to see how your
attitudes about money are similar or dissimilar.)
I will follow up with
you in (timeframe) to schedule a meeting
to share your Moneymax® Financial Personality
Profile[s]. In the meantime, if you have
any questions, please feel free to contact
me at (Advisor's phone number). I look forward
to speaking with you.
Sincerely,
(Advisor name)
(Advisor title)
P.S. Don't put off this
important part of your life. Complete your
Moneymax Financial Personality Questionnaire
and gain valuable insight on money management.
(NOTE
TO ADVISORS: Remember to include a Moneymax
Questionnaire with this letter, and make
sure your address is on the letterhead.
You may want to attach your business card
to this letter, your advisor bio, and a
business reply envelope).
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