91: The Email That Wins Clients And Their Trust

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. In this episode, we'll look at: 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 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. *For more resources discussed in this episode --> Check out the show notes *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn