How One Email Booked 14 Appointments for a Financial Advisor

If you want to understand what makes an email "tick" to the point that one solitary email can lead to 14 high-quality appointments on your calendar, then you've found the perfect episode.

Today's show contains a real email a real advisor sent to a somewhat "cold" list… and landed 14 appointments from his 20 or 30 minutes of effort.

Not only will I share this email "as is" in the episode, but I also break down each line, explain the 4 mechanisms that make it work, and share the 4 mistakes you're likely to make when you try to write a similar email to your list.

Listen now.

Show highlights include:

  • How advisors can make as much as $84,000 on the LOW end from sending a single email (2:03)
  • One of the most valuable (and ignored) assets you own as a financial advisor (4:20)
  • Here is the exact email an advisor sent that led to him booking 14 appointments (4:50)
  • 4 key ingredients that separate an email that generates 14 appointments … or ones that get ignored and deleted (5:59)
  • How being ultra specific in your subject lines and body copy actually makes your list trust you more than your lengthy list of credentials ever could (8:06)
  • The Harvard psychologist's secret word for getting people to engage with your marketing (this was originally based on a study that looked at successful versus unsuccessful line cutters) (12:09)
  • 4 ways your instincts will try to ruin your version of this email (15:16)

Related: Likeability Beats Expertise When Winning High-Quality Clients