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YOU'VE GOT MAIL: STANDING OUT IN YOUR CLIENT'S INBOX 

YOU'VE GOT MAIL: STANDING OUT IN YOUR CLIENT'S INBOX

Participants examine components of good and "not-so-good" emails; using a defined format, they construct emails which work.

Workshop Overview

Professionals today are inundated with email. How can advisors stand out from the crowd with a memorable approach? 

The workshop presents a framework for advisors and institutional teams to consider as they build and/or strengthen their client engagement processes and develop communications that more effectively tackle client needs and concerns.

Participants in the “You’ve Got Mail” workshop can self-assess their ongoing emails using criteria we discuss surrounding the three components of a strong email:  

Open

  • Begin with something memorable
  • Get the reader's attention through a short story or an unforgettable statistic, a shocking statement or powerful question
Message
  • Address a client need
  • Communicate using short/concise information (bullets, etc.)
  • Offer ideas, strategies, solutions, etc.
Close
  • Summarize key points and don't forget "what's in it for them"
  • Provide logistics
  • Offer clear opportunity for ACTION

Email has Mushroomed

You've Got Mail

 

1Source: Radicati Group. Global date as of 2014.

2Source: Pew Research Center's Internet project. September combined Omnibus Survey, September 11-14 and September 18-21, 2014.

3Source: US Bureau of Labor Statistics American time use survey 2014.

For illustrative purposes only.


MATERIALS


INTERESTED IN PARTICIPATING?

Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

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