This One Short Email Set 14 Appointments For An Advisor episode artwork

EPISODE · Aug 17, 2026 · 18 MIN

This One Short Email Set 14 Appointments For An Advisor

from Financial Advisor Marketing Podcast

If you want to understand what makes an email "tick" to the point that one solitary email can lead to 14 high-quality appointments on your calendar, then you've found the perfect episode.  Today's show contains a real email a real advisor sent to a somewhat "cold" list… and landed 14 appointments from his 20 or 30 minutes of effort.  Not only will I share this email "as is" in the episode, but I also break down each line, explain the 4 mechanisms that make it work, and share the 4 mistakes you're likely to make when you try to write a similar email to your list.  Listen now.  Show highlights include: How advisors can make as much as $84,000 on the LOW end from sending a single email (2:03)  One of the most valuable (and ignored) assets you own as a financial advisor (4:20)  Here is the exact email an advisor sent that led to him booking 14 appointments (4:50)  4 key ingredients that separate an email that generates 14 appointments … or ones that get ignored and deleted (5:59)  How being ultra specific in your subject lines and body copy actually makes your list trust you more than your lengthy list of credentials ever could (8:06)  The Harvard psychologist's secret word for getting people to engage with your marketing (this was originally based on a study that looked at successful versus unsuccessful line cutters) (12:09)  4 ways your instincts will try to ruin your version of this email (15:16) Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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This One Short Email Set 14 Appointments For An Advisor

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This episode was published on August 17, 2026.

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