HOW A COORDINATED SERIES OF LETTERS AND EMAILS CREATE AND

SUSTAIN TOP OF THE MIND AWARENESS

BILL GOOD MARKETING®

Bill Good Marketing Messages Build relationships

Create goodwill Build a trusted Financial

Advisor identity Increase referrals Educate clients Bring in new business Improve client retention

Client Educati

on Letters

Anniversary Letters

Condolence Letters

Holiday Letters

Get Well

Letters

Seminar Invitati

ons

Pre-Retirement Letters

Birthday

Letters

Over 2800 Letters and

Emails

Birthdays

Anniversaries

Build Relationships by Participating in Family Celebrations and Events

Deaths

Awards

Graduations Holidays

Births

Birthday Letters

Condolence Letters (Even for Pets)

Dear Juan,

I am so sorry to hear about the loss of your dog and I wanted to extend my deepest condolences to you. I want to share with you a poem written by Jenny Good.

For My Friend

I wish you wellWherever you go

May there be holes to digAnd Frisbees to throw…

Holiday Letters

•Christmas•Memorial Day•July 4 •Thanksgiving•Many more

Anniversary Letters

For milestone anniversaries1,5,10….60

Congratulation Letters

Build the Financial Advisor’s Identity

• Caring Person•Good Citizen• Industry Expert• Trusted Financial Advisor

Good Citizen

Caring Person

Client Review Letters

Lead Management Letters

Seminar Invitations

Hundreds of letters approved by national, regional and local

firms.

THE END