🧾 Market Update Email
You:
“Markets are volatile, but we expect them to recover. Don’t worry, just stay the course.”
Los Angelena:
“Markets have been moving quickly this week, especially in the tech sector. Instead of reacting day by day, it helps to focus on long-term goals. For example, many investors use diversification to reduce risk when markets shift. If you’d like to review how your portfolio is positioned, let’s schedule a conversation.”
🧾LinkedIn Post
You:
“I help clients retire comfortably and achieve their dreams. Reach out today if you’d like a plan.”
Los Angelena:
“Many people think of retirement planning as setting a single savings target. In reality, taxes often play a bigger role than savings alone. For example, timing Roth conversions or planning charitable giving can reduce taxes in retirement. Want to learn how this applies to your plan? Let’s connect.”
🧾 Client Touchpoint Email
You:
“Hi John, it’s time for your annual review. Please call the office to set up an appointment.”
Los Angelena:
“Hi John, as we move into Q4, it’s a good time to review how your plan is tracking against your retirement goals. We’ll also look at year-end tax opportunities that may help reduce 2025’s tax bill. You can book a time directly here: [Insert Link]. Looking forward to catching up!”
🧾 Lead Magnet Landing Page
You:
“Download my free guide to retirement. It will help you retire successfully.”
Los Angelena:
“Retirement planning isn’t just about saving — it’s about avoiding costly mistakes. In this free guide, you’ll learn:
✅ The 3 biggest tax traps for high-net-worth retirees
✅ How to reduce risk without sacrificing growth
✅ A simple framework for planning withdrawals
Download your copy today, and take the next step toward a more confident retirement.”
🧾 Prospecting Email
What an advisor might write:
“I’d love to meet with you to talk about your financial future. I help people just like you retire early.”
Los Angelena:
“Hi Susan, many of my clients are professionals in their 50s who are thinking about how taxes will impact their retirement income. I recently put together a short resource on the 5 biggest mistakes I see. Would you like me to send you a copy?”
