Financial Advisor Email Templates

Here are the top 4 financial advisor email templates to help introduce the Risk Number® to your client or prospect. Feel free to copy and paste the emails directly or use them as a starting point and add your own personality and messaging.

  • Insert the unique Lead Gen Questionnaire (LGQ) link found in your Nitrogen account into the email copy. 
  • You can choose to add a client-facing video, LGQ link, and other calls to action to increase engagement. 
  • Use the templates as a starting point to communicate with prospects and clients. 
  • These templates include financial advisor prospecting email samples.
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