Imagine this: You send one short email… and boom – clients reply instantly. No fluff. No fancy copywriting. Just nine words that actually work.
Top marketers don’t just use this trick – they rely on it when sales drop. Why? Because it’s personal, direct, and impossible to ignore.
Here’s how it works:
📩 Subject Line: Just their first name.
📩 Email Body: One razor-sharp question like:
“Are you still looking to boost your retirement plan?”
“Still searching for tax-smart investment strategies?”
That’s it. No pitch. No spammy tactics. Just a real question that demands an answer.
Why Short Content Fails (Except for Video!)
Everyone says “short attention spans need short content!” Wrong.
In financial marketing, short text fails – unless it’s video. Here’s why:
🔥 Facts don’t sell – EMOTIONS do. A dry LinkedIn post won’t move anyone.
🔥 Text needs 5-7 touches before a prospect even notices you.
🔥 Video? Just 60 seconds can build trust faster than 10 emails.
3 Deadly Marketing Mistakes (And How to Fix Them)
Most advisors hate marketing because they keep making these costly blunders:
🚫 Mistake #1: “I’ll just post on LinkedIn and wait.”
✅ Fix: Stop hoping for magic. Email + targeted content wins.
🚫 Mistake #2: “I’ll do marketing… when I have time.”
✅ Fix: Treat it like a system – not a side hustle.
🚫 Mistake #3: “Why isn’t this working instantly?!”
✅ Fix: Real results take consistency – not luck.
The Truth No One Tells You
You’re a fiduciary, not a marketer. But here’s the cold hard truth:
If you don’t market, you don’t grow.
I get it – I’m a numbers guy too. I hated marketing… until I realized: It’s not about “liking” it. It’s about making it WORK.
What’s Next?
Ready to skyrocket replies without becoming a “marketing guru”? Start with the 9-word email.
Then – 🔥 Stay tuned.
Next time, I’ll reveal how AI-powered video personalization can double your engagement.
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