[Email Course Template] How to Establish Your Financial Foundations

a 5-day email series for financial advisor marketing

Below is a series of five (5) emails designed to be sent consecutively over a week:

Day One: The One Where They Take Inventory
Day Two: The One Where They Set Goals
Day Three: The One Where They Prioritize
Day Four: The One Where They Automate
Day Five: The One Where They Protect Themselves

These were originally written in 2020 & I didn't edit them, so they're designed to be easily customized to your own brand & voice:

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