Free Email Templates for Financial Advisors

Email marketing can be a game-changer for your advisory business, whether you’re using drip campaigns to nurture leads or sending weekly newsletters to boost client engagement. The challenge is finding the time to craft the perfect email to send when you’re busy tackling everything else that goes into running your business. If you’re looking for a simpler solution, email templates for financial advisors can help you save time.

SmartAsset’s Advisor Marketing Platform (AMP) offers financial advisors services like client lead generation, automated marketing and more. Learn about SmartAsset AMP today.

6 Must-Have Email Templates for Financial Advisors

A financial advisor reviewing an email template for target clients.

Templates give you a framework you can use to build content. The most effective email templates for financial advisors are targeted toward a specific purpose and are easy to personalize for the target audience you’re sending them to.

With that in mind, here are six email templates every advisor should have in their marketing toolbox. You can modify them as needed to fit your needs.

Template #1: Prospecting Email

Subject: Your Financial Future Awaits—Are You Prepared?

Dear [Prospect Name],

My name is [your name] and I’m a financial advisor specializing in [your area of expertise]. I help [your ideal client type] with [specific pain points] so they can bring the futures they envision for themselves to life.

I’d love to know more about where you are on your financial journey, where you’d like to go, and how I can help you get there. Does this sound like a conversation you’d be interested in having?

I’d be happy to sit down in person to discuss your planning needs or schedule a phone call if you prefer. You can reply to this message or give me a call directly at [your number] to line up a time and date that’s convenient for you.

Warm regards,

[Your name]

[Your title]

[Firm name]

[Contact information]

Template #2: Meeting Follow-Up Email

Subject: What Questions Can I Answer?

Dear [Prospect Name],

I wanted to reach out and thank you again for sharing your time with me on [meeting day]. Our conversation gave me some great insight into your planning needs, and I enjoyed getting to know you a little.

As we only had an hour to chat, I wanted to invite you to share any additional questions you might have. Knowledge is essential to the planning process, and I believe in empowering clients to make informed decisions.

Feel free to reply to this email with your questions, and I’ll share some thoughtful responses. Or if you prefer, let’s sit down/schedule a call to continue our conversation.

Sincerely,

[Your name]

[Your title]

[Firm name]

[Contact information]

Template #3: Cold Follow-Up

Subject: Reconnecting—Should We Schedule a Chat?

Dear [Prospect Name],

I hope this finds you well. I was recently reviewing my files and noticed that it’s been [time frame] since we spoke. So I thought I’d send a quick note to see how your financial needs may have changed and to gauge your interest in a second meeting.

When we met initially, you mentioned that you were concerned about [specific pain point]. Is that still top of mind for you? If so, I’d love to sit down with you to discuss how you feel about your financial outlook.

Would you be available for a chat next week? If so, just reply to this email or give me a call at [your number] to line up a date and time that’s convenient for you.

Warm regards,

[Your name]

[Your title]

[Firm name]

[Contact information]

Template #4: Seminar Email

Subject: [Seminar Topic/Title]

Dear [Prospect Name],

[Specific topic] is something everyone needs to plan for, but life often makes it difficult to reach the financial goals we set for ourselves. You may be stalled in your progress or unsure of where to get started—we get it, and we want to help you find your sense of direction.

That’s why we’re sharing a free, exclusive seminar that addresses the financial planning needs of busy professionals like you. This virtual event is an opportunity for you to learn more about:

[Pain point relevant to the seminar topic]
[Pain point relevant to the seminar topic]
[Pain point relevant to the seminar topic]

Date: [Date]
Time: [Time]
Location: [Location or link if you’re hosting a virtual seminar]

We’re excited to share our insights on [seminar topic] with you. We don’t want you to miss it, so click the link/button below to reserve your spot today!

[Reserve My Spot button or link]

Be sure to check your email for confirmation details once you’ve signed up. We look forward to seeing you there!

Sincerely,

[Your name]

[Your title]

[Firm name]

[Contact information]

Template #5: Welcome/Onboarding Email

Subject: Welcome to [firm name] and Next Steps

Dear [Client Name],

Welcome to [your firm name], we’re thrilled to have you as a client! Your decision to choose our firm means so much, and we look forward to building a strong and long-lasting relationship.

As we discussed, I’ll be working with you to develop your financial plan, and you’ll also have support to help with administrative tasks and answer questions.

Meet your team:

[Team member name and title]
[Team member name and title]
[Team member name and title]

You can reach out to [team member name] or [team member name] if you need help with [list all applicable requests/tasks]. [Team member name] will forward your onboarding documents to you in a separate email, which you’ll be able to review and sign electronically.

You can access your secure client portal at [link to portal/dashboard]. Here, you can view your accounts, review statements, check market news and get stock quotes.

You’ll use these credentials to log in initially.

Username
Password

Once logged in, you can choose a new, secure password through your client dashboard.

Attached, you’ll find our comprehensive new client welcome packet. You’ll find a detailed user guide for the client portal, along with [document name] and [document name]. Feel free to reach out to [team member name] if you have questions.

Again, we’re so pleased to have you onboard. We’re excited to help you bring your financial vision to life!

Warm Regards,

[Your name]

[Your title]

[Firm name]

[Contact information]

Template #6: Referral Request Email

Subject: Thank You and a Request

Dear [Client Name],

I hope this email finds you well. I wanted to reach out to say thank you for allowing us to assist you with your planning needs. Working with you is a pleasure, and I hope you find our relationship equally rewarding.

One of my goals is to expand my practice to be able to work with more clients like you. To further that goal, I’d like to ask if you may have friends, family members or colleagues who could benefit from the services I offer.

I’m proud of the progress we’ve made in shaping your financial plan, and I’m confident I can help others achieve comparable results. If you have anyone in mind and are comfortable sharing their contact information, or if you’d be open to facilitating an introduction, you’d have my deepest gratitude.

Thank you for putting your confidence in me thus far, and I look forward to continuing our partnership for years to come.

Sincerely,

[Your name]

[Your title]

[Firm name]

[Contact information]

How to Use Email Templates

Email templates for financial advisors can save you time and create consistency in your messaging, but they work best when fully integrated into your marketing systems. Most advisors can set up their email templates directly in their email marketing platform or CRM.

Once uploaded, templates can be customized with client names, dates and other personal details using dynamic fields or merge tags. From there, you can schedule messages in advance or trigger them automatically based on prospect or client actions, such as attending a seminar or booking a consultation.

SmartAsset AMP (Advisor Marketing Platform) can help you streamline this process even further. AMP allows you to set up automated email and text nurture campaigns that leverage your templates, saving time while enabling timely, personalized outreach to prospects and clients. It also integrates with popular CRM systems like Salesforce, HubSpot and Wealthbox, allowing you to maintain compliant records of all communications without the hassle of manual tracking.

AMP can help you automate much of your outreach process, giving you more time to focus on serving your clients and growing your AUM. Sign up for a free demo to see how AMP can help you optimize your marketing strategy today.

Bottom Line

Financial advisors discussing email templates for their firm.

Using templates can simplify what can sometimes be a time-consuming and stressful task. The email templates for financial advisors shared here are meant to offer inspiration as you develop your email marketing plan. But remember, templates are just a starting point. To make the most of your email strategy, tailor each message to reflect your brand voice and the unique needs of your audience. Personalization and relevance are key to building trust and encouraging engagement over time.

Tips for Growing Your Advisory Business

How large is your digital footprint? Email may be part of it, but what about a website, social media or digital ads? If you’re overwhelmed by the number of options you have to promote your firm online, you might consider partnering with an advisor marketing platform to simplify things. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
When using email templates, remember to keep accurate records of all client communications. Recordkeeping is a central part of compliance, and not something you can afford to overlook. Consider how you might be able to integrate your email marketing platform with your customer relationship management (CRM) platform to streamline email recordkeeping.