Client Information Questionnaire
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Hi %%FIRST%%,
Given the unprecedented times we’re going through and the impact on the global economy, my office offers proactive and holistic services for my clients.
Please take 5 - 10 minutes to complete our Client Information Questionnaire (CIQ) by following the below instructions:
Click link: www.Advisorciq.com
Enter Pin: A038
After you complete the questions, my team and I will review the results and update our files accordingly. If we find any issues or planning needs, my office will reach out to you to set up a time to discuss them.
We appreciate the opportunity to earn your trust and look forward to working with you for many years to come.
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Hi %%FIRST%%,
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Given the unprecedented times we’re going through and the impact on the global economy, we’re pleased to offer a more proactive and holistic service for my clients.
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Please take 5 - 10 minutes to complete our “Client Information Questionnaire” by following the below instructions:
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Click link: www.Advisorciq.com
Enter Pin: A038
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After you complete the brief survey, my team and I will review the results and update our files accordingly. If we find any issues or planning needs, my office will reach out to you to set up a time to discuss them.
​
We appreciate the opportunity to earn your trust and look forward to working with you for many years to come.
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Additional Quote Info Follow Up Email
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Hi %%FIRST%%,
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Trust me when I say that I know you’re extremely busy - but I just need 3 minutes.
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Businesses like yours and owners like you are my specialty. Why?
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Because I’m literally a one-stop-shop firm. I’m an Asset Coach & Tax Strategist that has a consulting firm to help you increase your cash flow. Do yourself a HUGE favor and read this entire email...it could mean literally millions of dollars down the road.
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This is not a sales gimmick - there’s no time for that.
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Helping you with your business insurance needs is just the tip of the iceberg.
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You see, we offer so much more to help you increase your cash flow. That's why you’re so busy, you're not just trying to put food on your table and fulfill all your other necessities.
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Our services help you increase your cash flow.
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Let me ask you a VERY important question: what else do you get from your current insurance relationships other than the basic coverages required by law?
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You see our services are focused on increasing your cash flow. Period. Home, business, and auto coverages are just expenses until you need to file a claim, but no matter the insurance company or broker you go with, you get the same thing - insurance.
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A business expense that happens to be a drain on cash flow since it’s just that, a business expense.
What if we could show you how to turn these expenses into strategies that other businesses are using to increase cash flow to grow your business???
Check out these videos that explain who we are and what we do: https://asset-coach-and-tax-strategist.dubb.com/v/SmhP04