How To Write An Email To A Financial Advisor – Best Practices

Do you know how to write an email to a financial advisor? If not, you should learn because this skill is very useful in your business life. Let me tell you a true story. Once upon a time, I wrote an email to a financial advisor and he replied to me within 15 minutes.

That was a very pleasant surprise for me and my readers. But, as I said before, this is a true story. This is not a usual experience and it only happened once. So, why do I tell you this story?

Simply because, it shows you that it is possible to get a reply from a financial advisor even if you send him an email from a computer which has been infected with a virus or any other type of malware. What should you write in your email to a financial advisor? 

I am going to suggest you write the following points:

1. Be brief and to-the-point: 

This is the first thing that you should consider when writing an email to your financial advisor. It is not fair if your email is lengthy and rambling and contains many unnecessary details. Make sure that your email is concise and to-the-point.

If you have something important to say, then say it in a few words. Don’t try to be clever or use lots of big words. Use short sentences and short paragraphs. Use bullets instead of long sentences. It will make your email easy-to-read and more effective.

2. Proofread Your Email Twice: 

I cannot emphasize this point enough. I am sure that you are a perfectionist and you will want your email to be error-free, but you must remember that not everyone who reads your email is as perfectionist as you are.

So, before sending your email to your financial advisor, read it again. And do not send it until you are satisfied with the readability and clarity of your email.

If you use Grammarly or another spell checker, then you need to check it twice; once for grammar and once for spelling.

3. Mention The Key Benefits: 

If you want your email to be really effective, then mention the key benefits. You should always start your email with a benefit. It will catch your reader’s attention and make him want to read the rest of your email.

So, what are the benefits that you can mention in your email? There are many benefits like lower cost of investment, tax savings, higher rate of return etc. But, you should only mention the benefits that are relevant to your situation.

For example, if you are an individual investor, then you should definitely mention tax savings, but if you are a business owner then you should definitely mention the benefits of a lower cost of investment.

4. Summarize Your Reason For Contacting Your Financial Advisor: 

Now, after mentioning the benefits and the reason for contacting your financial advisor, you need to briefly summarize your main points.

If your email is too long or rambling, then your reader will quickly lose interest and stop reading your email. So, at this point, you should briefly mention the most important things that you want to say.

Do not ramble on and on. Keep it short and sweet. Use a few powerful words to summarize your entire email.

5. Ask A Few Questions: 

Now that you have briefly mentioned your reasons for contacting your financial advisor and briefly summarized your entire email, you should ask a few questions.

These questions should be relevant and should help your reader understand the situation better. You can use questions like “How much would it cost me if I invested my $10,000 in your scheme?”, “What are the chances that I will make a profit with this investment?”, “Will this investment advice be the same if I invest $100 or $1,000?” etc.

6. Offer A Free Gift: 

If your reader is interested in what you are selling, then he will definitely appreciate it if you send him a free gift. It will make him feel that you are not trying to sell him on the basis of price alone. So, what type of free gift should you offer?

It could be anything like an e-book containing information that your reader will find useful. Or it could be a report on a particular area of investment where you have first-hand knowledge. Or it could be a video or audio tape that will help your reader understand a concept better.

Or it could be a printed book that has helped you to become a better investor. The options are endless. Just make sure that your free gift is valuable and will help your reader to understand the situation better.

7. Thank Your Reader

When you are writing an email to a financial advisor, it is important to follow the best practices. One of the best practices is to thank your reader for his/her time and cooperation. Thanking a reader is a very simple and yet very effective tool.

It is extremely important to keep in mind that at the end of an email the reader will be the one to make a decision. It helps to build trust and confidence. When you thank the reader, you are showing that you respect what they do and that you appreciate their time and attention. By showing this appreciation, you are helping to build trust and confidence.

Therefore, the way you conclude your email is critical. The best way to conclude an email to a financial advisor is by thanking your reader for his/her time and cooperation.

The Bottom Line

We hope you enjoyed our article about how to write an email to a financial advisor. Writing an email to a financial advisor can be intimidating. You want to make a good first impression, but you also don’t want to come across as pushy.

We hope that this blog post has helped you understand how to write an email to a financial advisor in a way that is effective and gets your message across in a way that the advisor will respond to.

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Robert
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