Email Welcome Sequence #2 for Client Tim

SUBJECT: All cards on the table 

Hey [FIRST NAME],

All my cards are out on the table.

Over the last few days I've shared my simple wealth management formula and how it can secure your future...

I told you about [CASE STUDY SUBJECTS] who, like you, had a big decision in front of them… and how our time together came up aces for [CASE STUDY SUBJECTS]...

And I sent you a checklist of exactly what I would need and what to expect to ease the anxiety that comes along with wealth management.

You know who I am and how I operate. That I believe no person is average, which means no wealth management approach can be average.

That I believe the stakes are too high to get this wrong.

Which is why it's time to hop on the phone. [LINK]

If you're serious about a customized wealth management approach, we can help you.

If you're working toward a future of security and peace, we can help you.

This is too important to undertake alone.

Start a conversation about your wealth management needs and never question your financial strategy again. [HYPERLINK]

I can help you create the future you envision, [FIRST NAME].

And it all starts with a phone call.

To your success,

Tim D.