There’s an email you can send that actually:

1) Improves conversion ratios

2) Improves connection and receives responses like “You get me.”

In other words, it wins clients AND their trust. Thus, it’s the most important email you’ll ever send.

We discuss:

• The psychology behind why these emails are so powerful
• The key things to include when sending a recap email
• Why advisors claim these emails are essential to converting prospects

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier