Financial Advisor → High-Net-Worth Prospect

Tax planning before year-end — {{custom.specific_concern}}

Hi {{first_name}},

A few of our clients in similar profiles to yours have been moving on {{custom.specific_concern}} ahead of year-end — small windows that close December 31.

Not selling anything in this email. Just want to flag the timeline in case you haven't already addressed it. If you've got coverage on this, ignore me.

If not, happy to share a 1-pager outlining the options. No fee, no obligation.

— {{sender_first}}, CFP®

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• Opener — Time-sensitive frame

  Year-end tax deadlines are universal pain. Even prospects who don't open most cold email open ones tied to a deadline they'll miss.

• Body — Permission to ignore

  "If you've got coverage, ignore me" disarms the recipient. Better reply rate than insistent advisor pitches.

• Add an unsubscribe link to the footer (CAN-SPAM § 5(a)(3))
• Include your physical mailing address in every commercial send (CAN-SPAM § 5(a)(5))
• Set the List-Unsubscribe + List-Unsubscribe-Post headers (Gmail/Yahoo Feb 2024 sender rules)
• Replace personalization placeholders before sending — never ship raw {{first_name}} to a recipient
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