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Overview of the letters, scripts and emails developed by Bill Good Marketing for Financial Advisors
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HOW A COORDINATED SERIES OF LETTERS AND EMAILS CREATE AND
SUSTAIN TOP OF THE MIND AWARENESS
BILL GOOD MARKETING®
Bill Good Marketing Messages Build relationships
Create goodwill Build a trusted Financial
Advisor identity Increase referrals Educate clients Bring in new business Improve client retention
Client Educati
on Letters
Anniversary Letters
Condolence Letters
Holiday Letters
Get Well
Letters
Seminar Invitati
ons
Pre-Retirement Letters
Birthday
Letters
Over 2800 Letters and
Emails
Birthdays
Anniversaries
Build Relationships by Participating in Family Celebrations and Events
Deaths
Awards
Graduations Holidays
Births
Birthday Letters
Condolence Letters (Even for Pets)
Dear Juan,
I am so sorry to hear about the loss of your dog and I wanted to extend my deepest condolences to you. I want to share with you a poem written by Jenny Good.
For My Friend
I wish you wellWherever you go
May there be holes to digAnd Frisbees to throw…
Holiday Letters
•Christmas•Memorial Day•July 4 •Thanksgiving•Many more
Anniversary Letters
For milestone anniversaries1,5,10….60
Congratulation Letters
Build the Financial Advisor’s Identity
• Caring Person•Good Citizen• Industry Expert• Trusted Financial Advisor
Good Citizen
Caring Person
Client Review Letters
Lead Management Letters
Seminar Invitations
Hundreds of letters approved by national, regional and local
firms.
THE END