Use this page to help you follow up with leads from SmartAsset.
Touch 1 (Message) Day 1: Schedule an Outreach
Hi, this is ______. I’m a Certified Financial Planner and your financial advisor from SmartAsset. I wanted to let you know that I will be giving you a call at __ on __ to go over your goals and see how I can help you to achieve them. If you would like to talk before then, or schedule a time that is better for you, please give me a call at Phone #. Talk soon!
Touch 2 (Email) Day 1
Subject: We’re a match on SmartAsset!
Copy:
Hello, ____,
My name is_____, from __________, and we were matched on SmartAsset.
I’m really excited to be working with you moving forward. As a follow up to the voicemail I just left, I was noticing that retirement planning is one of your biggest needs. I have over __ years of experience in working with clients just like you on the financial matters that are most important to them.
Can we schedule 15 minutes on __ at __ ? I would like to understand more about your goals.
*Look for, and request connection on LinkedIn Day 1*
Touch 3 (Thank you card) Day 1
(Admin) looks up address and we send out handwritten thank you card with magnet business card:
Copy:
Thank you so much for connecting recently on SmartAsset. I just wanted to congratulate you for taking the time to start the process of financial planning. As a CFP, I help clients explore their entire financial picture. I am looking forward to the opportunity to partner with you on your most important financial goals.
Touch 4 (Message) Day 2
This is _____ your Financial Advisor with SmartAsset. I’m so sorry I called you yesterday at a time that didn’t work for you. Please call us to schedule a chat. I know we can help. Call me at Phone #.
Touch 5 (Message) Day 3
Hi, This is______. I am a Certified Financial Planner with__________. We were matched through SmartAsset. I know we can make a difference. Give me a call at Phone #.
Touch 6 (Email) Day 3 *Include Bio*
Subject: Financial Advisor Specializing in Retirement Planning (Include Bio)
This is _________with __________. Feel free to text me back or call my personal cell phone at Phone #.
Touch 7 (Email) Day 5
Subject: Life is Busy
Copy:
Dear _____,
We haven’t had a chance to connect yet. I know life can get busy, and I am certain that I can help to keep you on track with your financial goals amidst the whirlwind. Give me a call so that I can better understand what is important to you.
Touch 8 (Message) Day 5
Hi ____, ____, with __________. I tried reaching out earlier. Call me back on this number as soon as you can.
Touch 9 (Message) Day 8
This is ________with __________. Please give me a call at Phone #. I was contacted by SmartAsset recently. They informed me that you were looking for a Financial Advisor, and that we were a very good match. Our firm is celebrating our ___ year in business, and I would like the opportunity to show you why we are the best choice for serious long-term investors. I hope to talk with you soon.
Touch 10 (Email) Day 10 *Include helpful/relevant attachments*
Hi _____, ______ from ___________. I am still interested in setting up some time for us to talk. We work with our clients on a variety of financial topics such as retirement, income generation, legacy planning, tax efficiency and preparing for the unexpected. I am confident that my holistic approach will uncover opportunities for you and your family. Please give me a call at Phone #.
Touch 11 (Message) Day 10
Hi. This is ______ from ___________. I left you a message today to follow up with our SmartAsset match. Give me a call as soon as you can.
Touch 12 (Message) Day 12
This is _______ from ___________. As a (Certified) Financial Planner, I wanted to reach out one more time to try to schedule some time for us to chat about what is important to you financially. Please give me a call back, I am sure we can help. Phone #.
Touch 13 (Email) Day 12
Subject: When you are ready
Copy:
Dear ____,
I want to make sure that I don’t wear out my welcome and keep the door open to a conversation in the future. As a result, I will reach out periodically with ideas that I am confident could potentially add value to your financial situation. Please don’t hesitate to call us with any questions.
Next Steps
- Schedule follow up call every 2 months.
- Connect and drip on LinkedIn.
- Add to drip Email campaign.