Jesse Stein

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As a financial advisor, handwritten notes can be a valuable marketing tool. They show potential and current clients that you are truly invested in their well-being. 

When done right, handwritten notes can be an incredibly powerful way to connect with clients and grow your business. 

Here are three incredible handwritten note templates for financial advisor marketing.

Explanation of Financial Advisor Marketing

Financial advisors play a critical role in helping people manage their money and make the best financial decisions. 

As such, it’s important for them to know how to correctly market themselves and their services in order to attract new clients. 

Here is an explanation of financial advisor marketing:

  • Focus on what your target audience needs: Before you start marketing yourself as a financial advisor, you need to have a clear understanding of who your intended audience is. What do they need help with? What are their financial goals? Once you understand their needs, you can tailor your messaging accordingly.
  • Tell your story through content: Content creation is one of the most powerful ways to market any product or service. When used correctly, it has the potential to reach thousands of potential customers. Be sure to create compelling content that communicates who you are as a financial advisor and why they should trust your services.
  • Take advantage of social media: Social media platforms are ideal for reaching new customers and engaging with existing ones. Create profiles on various platforms and update regularly with valuable insight about the topics you cover as a financial advisor – this will help increase visibility and brand awareness.
  • Make use of referrals: Referrals from satisfied customers are a great way to grow your business since existing customers have already established trust in you and your services. Encourage current clients to spread the word by offering rewards or discounts if they refer someone else to you.
  • Network regularly: Reaching out to other professionals within the same field creates opportunities for collaboration which can help enhance visibility and build trust among potential clients. Attend networking events, join online communities, etc., that offer value exchange between members relevant to what you offer as a financial advisor.

How Do Financial Advisors Typically Market Services?

Financial advisors typically leverage various marketing strategies to attract clients and promote services. By helping financial advisors reach and engage more potential customers, marketing activities can help them tap into new markets and grow their businesses. 

Common financial advisor marketing tactics include:

  • Investing in digital advertising
  • Building a website and social media presence
  • Networking and establishing relationships with clients
  • Creating customized content to target specific audiences
  • Using automated message campaigns for customer retention
  • Leveraging influencer marketing
  • Distributing branded promotional materials such as brochures and business cards
  • Hosting educational or informational events such as webinars or workshops
  • Implementing handwritten note templates sent out to clients on different occasions and joining financial organizations that share contacts 

Professionals can effectively market their services to the right audience with careful planning and implementation of the right mix of financial advisor marketing strategies.

What Role Do Handwritten Notes Play in Financial Planner Marketing?

Financial planners help people manage their finances and make informed decisions about how to use their money. As such, effective marketing is essential for financial planners to grow their business.

Here is an explanation of the role handwritten notes can play in financial planner marketing:

  • Personal touch: Sending handwritten notes to potential clients adds a personal touch that digital alternatives often lack. This can give prospects a warm feeling and help build trust between you and them.
  • Stand out from the crowd: In today’s world full of digital noise, handwriting offers something unique. Taking the time to write a personalized note shows that you care about your clients and that you are willing to go the extra mile for them.
  • Highlight important points: Handwritten letters are perfect for highlighting key points or features of your services that might have been overlooked when communicating through other channels. Writing down important information ensures it gets noticed easily and makes it easy for prospects to remember it.
  • Make a lasting impression: It’s likely that you will be sending plenty of emails and other forms of communication throughout your marketing efforts, but those tend to be forgotten soon after they’re read. A handwritten letter stands out in the mail pile, provides more information than an email or text, and leaves a lasting impression on prospective clients.

Why Are Handwritten Note Templates Ideal for Consistent Communication?

Handwritten notes are a great way to make a lasting impression on potential clients and show them that you care about their financial needs. 

They also help build trust and increase the chances of conversion. However, the process of writing out individual letters can be time-consuming and cumbersome. 

This is where handwritten note templates come in. Here are some of the reasons why they are ideal for consistent communication:

  • Time-saving: Writing out individual letters can take up a significant amount of time – depending on how long the letter is. With templates, however, you can create personalized notes quickly and easily.
  • Consistency: Handwritten note templates allow you to keep your messaging consistent across multiple communications. This ensures that prospects always receive the same information about your services and strengthens brand awareness.
  • Easy customization: Handwritten note templates offer flexibility when personalizing messages for different prospects. You can always add additional information that’s relevant to each individual customer or tweak certain phrases or words to make it more effective at capturing their interest.
  • Cost savings: Using handwritten note templates eliminates the need to print off several copies of an individual letter every time you need it sent out – saving both time and money in the long run. 

3 Handwritten Note Templates We’ve Used With Our Clients

In financial advisor marketing, handwritten notes can be one of the most powerful tools, especially when used strategically. They help create a personal connection with potential clients and make your business stand out from the others in the market. 

We have used 3 effective handwritten note templates for our clients and recommend financial advisors use these as a starting point for creating personalized notes for their own marketing strategies

1. Prospecting Template

[first name]

With today’s high inflation, are you concerned about how far your dollars will stretch during retirement?

[Company name] has been helping clients achieve their financial goals for over [number] years. Our cost-efficient, evidence-driven investment and planning strategies are designed to help you live the retirement life you imagine.

Find out more by scanning the QR code or emailing me at [email], and I will be in touch shortly.




Pro Tip: When working with a company on handwritten note campaigns, ensure you have exclusive access to the contacts you are sending notes to. You won’t compete with other businesses on the same leads.


2. New Client AM Introduction Template

Dear [first name],

Hope all is well! I’m the [position] at [company name], and I’m sending you this note to introduce your new account manager. I’m pleased to say [new AM name] recently joined the group, and we’re excited to have such a great asset on our team.

[New AM name] has [number] years of experience in the field of Insurance. He spent a year working for a non-profit. I’m confident they’ll bring value to you and help you get the most out of our services.

So, please meet [new AM name]! They will reach out to you soon for an introductory call. You can also reach out to them at [phone] or by email: at [email].




Pro Tip: When sending handwritten notes, use the right stationery. We recommend 14 pt, 110 lb cardstock that is bright white with a smooth finish (unfolded measures roughly 8.5” X 5”).

After testing a variety of cards, these are the ones that generate the highest response rate. The envelope should also be invitation quality with a linen finish.

The finished piece should make the recipient feel like they are being sent a save-the-date card for a wedding, increasing the chances of them opening, reading, and displaying your note.


3. Introduction From New AM Template

Dear [first name],

My name is [AM name], and I’ll be your new account manager. I look forward to working with you and can’t wait to help you get the most out of our services.

Here’s just a little about myself:


I’d love to have an introductory video call with you to discuss how we can help your company further. Feel free to book a call by scanning the QR code below.

If you don’t have time for a video call but have questions for me, then you can always email me. I’m also available by phone at [phone] if you prefer.

Thanks, and have a great day!



Pro Tip: Handwritten notes should have a graphic on the front of the notecard, which turns it into a keepsake and encourages the recipient to display it.

This can be an original drawing, painting, or filtered photo that aligns with your company or a local landmark close to the recipient.

To ensure your note is displayed, avoid logos or photos of yourself.


Handwritten notes are an effective tool for financial advisor marketing, providing a unique and personal way to communicate with prospective clients. 

Using our 3 templates as a starting point, you can develop personalized messages that will be sure to stand out and resonate with your target audience.