The Letters Library
Over 4,000 pieces of professionally-written, compliance-approved content your clients and prospects will actually want to read.
Every advisor using our System follows this rule:
"Every client and prospect gets a letter once a month on a topic of interest to them."
How do they do this? Through our incredible Letters Library, where you will find everything from educational articles to feel-good holiday messages to seminar invitations and more. In fact, many were originally written by financial advisors just like you!
Promote Your Brand
Want to position yourself as an expert in your field? Anxious to promote a specific specialty or service? Now you can with our unparalleled collection of educational letters, including messages on:
- • Investing and the markets
- • Retirement planning
- • Estate planning
- • Tax planning
- • Economic news and pending legislation
- • The Year-in-Review
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I sent out your Election Day letters to my clients. Several of them passed those letters around, and the result is about $4 million in new assets from referrals from those letters. These new clients came in because their advisors are not sending that type of information.”
Steve Harvey, Virginia
Generate New Business Now
Want to capture more client assets or convert more prospects? Many of our letters are designed specifically with immediate business in mind. Through the Letters Library, you can:
- • Schedule more second-opinion meetings with prospects
- • Uncover client assets you didn’t know about
- • Promote that great new investment idea you have
- • Set portfolio, insurance, or tax reviews with clients
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Over the last few months, we have mailed 4 letters to a 401(k) participant. This morning, a guy stopped in the office and said, “I’ve been getting your letters and liked what I read; I wanted to come in to see you.” His wife (the participant) just left her employer and now wants to roll her 401(k). She also has a traditional IRA and a ROTH as well (all somewhere else). So does he. They are selling a rental property and will have that cash available to invest as well. She asked if we could help them with all of it. He does not have email, but has six figures for us to invest. Dear Bill: please stop marketing your System to my competitors.”
Curtis Neuman, Florida
Maintain Top-of-Mind Awareness
These days, it’s critical you maintain “top-of-mind-awareness” with all your clients and prospects. TOMA, as we call it, increases client engagement, which leads to more assets, referrals, and loyalty. And it makes prospects wonder why they’re working with some advisor they never hear from when they could be working with you. Just run any of our pre-written “drip” campaigns, including:
- • Our Pre-Retirement Campaign, which enables you to stay in front of every pre-retiree you know as they near their expected retirement date.
- • Our Wilson and New York Wilson Campaigns, designed to ensure your clients and social connections hear from you consistently without ever feeling like they’re being solicited.
- • Our Empowering Women Campaign, written specifically for female clients and prospects.
- And much more!
Be the first advisor prospects think of
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I had a prospect who was procrastinating since the death of her husband in 2015. She was stalled after interviewing several advisors. But I sent her educational letters, birthday letters, holiday letters, and market “don’t panic” letters over the span of eight months. As a result, your Letters Library helped me close a $2.7 million client yesterday.”
Marc Spiegel, California
Create Goodwill with Clients & Prospects
It’s simple: the more goodwill you build with people, the more they want to do business with you. Creating goodwill is a snap thanks to the Letters Library, which consists of:
- • Hundreds of holiday letters for almost every conceivable holiday
- • Over 300 birthday letters, each one uniquely written for a specific gender and age. (For example, if you have a female client turning forty-five will get a different letter than a man turning forty-five.)
- • Congratulations letters, condolence letters, get well letters, thank you letters…we have all these and more!
Build trust and goodwill with clients and prospects
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The Letters Library contains the best collection of letters and information in one place. Bill’s birthday letters are an especially big hit with my clients! Using them definitely saves me time, as I would never be able to write all the letters that the Letters Library has given me!”
W.K., South Carolina
Hold Your Clients’ Hands Whenever Volatility Strikes
Whenever there’s a market correction, advisors can either run and hide, or educate their clients on what’s going on and what to do about it. We release new handholding letters whenever there’s major news in the markets or the global economy – often on the very same day! In fact, we often beat your Broker/Dealer when it comes to releasing timely content.
In our experience, sending handholding letters alone will lead to more growth.
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I sent out Bill Good’s newest handholding letter on China and the recent market volatility. A client is now transferring in about $250,000 from Vanguard. Another client came in this morning with the letter and said, ‘You are spot on as it gets.” He is now transferring in the last $1,300,000 from the competition.”
R.M, Texas
