Chong Soon OnnOct 5, 20222 minMarketing Emails for Financial ConRetirement Planning Email 1 Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This...
Chong Soon OnnOct 3, 20222 minMarketing Emails for Financial ConAnnual Policy Review Reminder Sending an annual policy review reminder is a great way to generate more sales. As some customers may overlook it as they are caught up...
Chong Soon OnnOct 3, 20222 minMarketing Emails for Financial ConThank you for your business Sending a thank you note to your customer is a great way to make them feel appreciated after their purchase. A nice thank you note gives...
Chong Soon OnnOct 3, 20221 minMarketing Emails for Financial ConThank You for Appointment It is important to keep track of the discussions during the meeting with the customer. Upon the completion of a meeting, take a few...
Chong Soon OnnOct 3, 20221 minMarketing Emails for Financial ConConfirming an upcoming appointmentAs most people are rather busy, the tendency for them to overlook an appointment is quite real. Therefore, it is good practice to send...
Chong Soon OnnOct 3, 20222 minMarketing Emails for Financial ConRequest for an appointment with an old friend/contactAs you expand your network and reach out to more prospects, there could be among your address book, numerous old friends and contacts...
Chong Soon OnnMar 13, 20195 minEmail Marketing Tips and TacticsHow to Boost Your Business with Email Marketing AutomationEmail marketing automation is one of those pivotal, game-changing facets of marketing that nearly every salesperson and business need to...