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Drip
Marketing Letter (Recontacting warm prospects)
(Date)
<<Prospect's Name>>
<<Address 1>>
<<Address 2>>
<<Address 3>>
<<City>>, <<State>>
<<Zip>>
Dear <<Prospect>>
I wanted to let you know
about an exciting new financial tool we're
using at (company Name). 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.
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. We are working with
Dr. Gurney's program to help you translate
you financial attitudes into investment
decisions that fit you 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. What's more, it's
free and there's absolutely no obligation
for you to invest in anything. By sending
the questionnaire, you'll gain knowledge
on how you might more effectively meet your
specific financial goals.
I will follow up with
you in (timeframe) to see if you'd like
to sit down and discuss (subject) and how
I can help you reach your financial objectives.
If you return the Moneymax questionnaire,
I will also be able to review your financial
personality profile at a meeting as well.
In the meantime, if you have any questions
please feel free to contact me at (advisor
phone). I look forward to speaking with
you.
Sincerely,
(Advisor Name)
(Title or Company Name)
P.S. Don't put
off this important part of your life. Complete
you Moneymax Financial Personality Questionnaire
and gain valuable insight on money management.
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