Below you will find a number of emails that will help you to engage existing clients with the New Year New You marketing campaign. Included are three versions you can send to clients to get them started:

1. Version 1 focuses on the full process that you will now take them through
2. Version 2 focuses on getting your clients to update their goals for 2023
3. Version 3 focuses on Your Life and re-engaging clients to take/retake their Your Life survey

Version 1 (Full process): New Year New You?

Dear Client,

With the start of a New Year comes the opportunity to redefine what we want to achieve and better align our life to what we value in life. 

That’s why so many of us set New Years’ Resolutions. We intend to live a better life and want to set the goals to help us give up bad habits or create new ones. But, for whatever reason, many of us fail to keep them. We’re great in the initial months, but it’s hard to keep motivation levels high if we don’t see our progress or get derailed.

Not this year! We’re here to help you, no matter what goals you want to set - financial or otherwise. 

We’ve taken some time to create a three-step process {Link to Blog} that will help you achieve and exceed your aspirations for 2023:

1. Step One: Where are you now, and what’s important to you?
   We want to help you identify the areas in your life that need focus. So we can set the right goals that will have the most significant impact on your life.
   
   
2. Step Two: Set SMART Goals
   Our advisers are trained to help you set SMART Goals, chunk them down into bite-sized tasks and track your progress. Once you have completed Your Life, we can help you select the right goals for success.
   
   
3. Step Three: Keeping you accountable
   That doesn’t mean nagging you but helping you stay on course or get back on the horse, should you fall off. Our advisers will be with you every step of the way and help you track your progress.
   
   

If you’d like one of our advisers to help support you in setting meaningful New Year’s resolutions that will empower you to live your best life, why not take the first step today and complete our Your Life survey.

{If in Lumiant: Include unique URL survey link. If not in Lumiant: include public URL survey link}.

Once complete, one of our advisers will be in touch to discuss the next steps.

Kind regards,

Adviser

Version 2 (Your Goals): It's time to set some SMART New Year Resolutions

Dear Client,

With the start of a New Year comes the opportunity to redefine what we want to achieve and better align our life to what we value in life. 

To help you kick off the new year with a bang, we wanted to help you set SMART Goals for 2023. We’d love for you to book a time with us to explore what really matters to you. We can then set your goals for 2023. 

In this session, we will:

• Determine what’s important to you and what we should focus on in 2023
• Uncover what is driving your new years’ resolutions
• Define your SMART Goals that will enable you to live your best life

The session will take an hour and a half to complete. Please let me know a time and date that suits you best, and we’ll lock this in the diary.

Kind regards,

Adviser

Version 3 (Your Life): What needs some love in 2023?

Dear Client,

With the new year on the horizon, now is the time to reflect on what you have achieved this year and what you resolve to change next year. The new year feels like a fresh start, a perfect opportunity to change bad habits or set new goals that will make you feel like the year is a success.

To help you identify key focus areas for 2023, we are asking all our clients to complete their Your Life Survey. The survey helps determine what’s important to you and what areas of your life we need to work on to help you live your best life.

I have included a link to your personal survey below. It takes no more than 5 to 10 minutes to complete and will help us determine new goals for you in the New Year.

{If in Lumiant: Include unique URL survey link. If not in Lumiant: include public URL survey link}.

Please complete the survey at your earliest convenience. Once completed, we’ll be in touch to arrange a time to run through the results and start to set the SMART goals we want to achieve together in the New Year.

Kind regards,

Adviser