Emails for Existing Clients [Email Templates]

Please find below a number of emails to engage your existing clients with Your Life, including:

1. Version 1 re-engages existing clients with Your Life

2. Version 2 re-engages existing clients with the Lumiant process, starting with Your Life

3. Version 3 engages existing clients prior to their progress meeting

Version 1: It’s time we got to know what you truly value in life

Dear Client,

The last year has led us to critically examine what’s important in life. For our team, it’s about living a life aligned with our individual values. We’re all different and all value different things. So, we wanted to take a moment to understand what’s important to you.

We’re not always consciously aware of our values or can easily communicate what they are. Yet knowing what drives us in life can help us make decisions that are right for us. They influence how we spend our time and money. They give meaning to the things we do.

At {Practice}, we believe knowing what you value in life will help us better manage your finances and give your money meaning. Below I have provided a link to a short survey that will help us to start identifying what you value in life. It takes no more than 5 to 10 minutes to complete.

(INSERT PERSONAL YOUR LIFE SURVEY LINK)

Once complete, you will receive Your Life Score, which will inform you what values are important to you in life and whether you are living a life aligned with them. We can then dig a little deeper to help better align your finances with what’s important to you.

Kind regards,

Adviser

Version 2: Discover how you’re tracking towards living your best life

Hi {Client Name},

At {Practice Name}, we are constantly working to improve our services to provide you with the best possible financial advice. 

We are in the process of enhancing our offering through our new client portal that we believe will transform how we track and measure your progress towards living your best life. It's a process all our new clients will now be going through and I wanted to offer you the opportunity to experience it for yourself. If you don't want anything to change, that's completely fine but we didn't want to withhold this new experience from you.

To start, we would love for you to complete our short survey that uncovers what’s important to you in life.

(INSERT PERSONAL YOUR LIFE SURVEY LINK)

Following the survey, you will receive an overall life score, as well as a percentage score for each area of life that's important to you and a graph highlighting the most important areas of your life. These areas are based on a well-known concept known as the eight dimensions of wellbeing.

This enables us to better understand what your best life looks like. Whether this would be spending time with family and friends, keeping active or travelling the world.

Once complete, our friendly team will be in touch with you to discuss the next steps to achieving your dreams.

We look forward to working with you and helping you live your best life.

Warm regards,

Adviser

Version 3: Please complete this short survey before our progress meeting

Dear {client_first_name},

At {practice name}, we are constantly working to improve our services to provide you with the best financial advice available. We are in the process of enhancing our processes to transform how your finances empower you to live your best life.

We would love for you to experience this first hand. Would you be available {insert date & time} for us to hold a review meeting? In this meeting, we will:

• Determine any burning issues that we haven’t already addressed

• Uncover Your Life score and determine your state of well-being

• Uncover the values that drive you in life so we can better serve you

• Align our financial goals and strategies with your values so you can start living your best life

To make sure we make the most of our time together, we ask if you could please complete our quick Your Life survey. This short survey will help us to identify immediate areas we can address and what success looks like for you. 

It takes less than 10 minutes to complete, as we want you to answer the questions instinctively. So don’t overthink; just tell us how you feel.

(INSERT PERSONAL YOUR LIFE SURVEY LINK)

Following the quick questionnaire, it will ask you to complete a short fact find. As we are already aware of your financial situation, please feel free to skip this step. However, if there have been any changes to your situation you can let us know here.

We’re excited to see you again and get an even greater understanding of how we can help you to live a life better aligned with your values. So please let me know if the {insert date & time} works for you and complete the survey as soon as possible so we can prepare for our first meeting.

Warm Regards

{Adviser_first_name}