Email 1: Existing Registered Clients [Email Templates]

Below you will find an email that will help you to engage existing registered clients with the New Years New You marketing campaign.

It's time to update your goals for 2023

Dear Client,

It’s that time of year where we reflect on what’s been and start planning for the year ahead. The holiday period is the perfect time to start thinking about what you want to achieve in 2023. 

So, take some time to reflect. Log into our client portal and assess how you’re going in life. Take a look at Your Goals, update those that need refining and add new ones that you want to achieve. Your adviser will then take the time to review your changes and update your plan based on what you want to accomplish. 

If you want help planning for 2023, please feel free to reach out to us. We’d be more than happy to set up a planning session with you and your partner to really define clear goals for the upcoming year. Goals that will set you on the path to living your best life.

Finally, we’re asking all of our clients to retake our Your Life survey. We’re keen to understand what’s important for 2023 and what areas of your life may need some help. Your adviser can then help recommend strategies or provide advice to keep you on track and continue to progress with us. I have included your personal link below.

{Personal Your Life Link}

Should you wish to discuss anything further with us, please do not hesitate to contact us. We look forward to continuing to work with you and supporting you and your family in living your best lives!

Happy goal setting

Adviser.