Email template for: Agenda - New Client Email [Email Templates]

Email Template for New Clients

Subject Line: It’s time to start living your best life - Please complete our quick survey

Dear {client_first_name},

Thanks for your interest in {Practice_Name}. At {Practice_Name}, we’re about more the money. We want your finances to empower you to live your best life.

We’re looking forward to meeting with you to get to know you and start supporting you to achieve your life aspirations.

I am please to confirm we have scheduled your discovery meeting on the {insert date & time}.

In this meeting, we will:

• Determine any burning issues
• Define what success looks like
• Uncover the values that drive you in life
• Set financial goals aligned to your values that help you to start living your best life

So that we can make the most of our time together, we ask that you complete our short Your Life survey. It takes less than 10 minutes to complete and can be completed on your smartphone at any time, like on your commute or while the ad breaks are on.  {Delete if only an individual, keep if a couple - It is vital that both you and your partner answer independently.} So answer instinctively and don’t overthink it!

At the end of the survey, you will be shown your current Life Score, which highlights how close you are to living your best life.

[HYPERLINK THEIR YOUR LIFE SURVEY LINK: Discover Your Life Score]

Within the survey, you will also have the opportunity to complete a short fact find, which will provide us with further insight into your financial situation. However, if you don’t have the time to complete the fact find, we can revisit it later.

We look forward to seeing you soon.

Warm Regards

{Adviser_first_name}