Email Campaigns

Campaign 1

Hi <<First Name>>,

Has the pandemic caused you to put your retirement plans on hold? 

It’s no question that the COVID-19 crisis has had global economic impact, causing many Americans to be apprehensive about their IRAs, 401(k)s and other investments. It is essential that businesses and institutions can clearly administer their retirement programs and communicate retirement benefits for their employees during a time of uncertainty.

As the Managing Director of Institutional Services, I take great satisfaction in leading the Retirement Services Business for our $4-billion Seattle-based firm.. Our firm’s mission, To Increase the Value of Time, is what we take pride in providing for each and every client. With over 30 years of experience, I have a keen understanding of what is needed to successfully manage retirement programs and how to meet their goals and enhance their employee engagement through advisory services.

If you’re interested and looking for additional insight into how streamline this area of your organization, I would welcome the opportunity to connect for a 20-minute call. You can read more about the firm and my professional experience here: <<link>>

Please let me know if you have availability and we can coordinate our calendars.

Campaign 2

Dear <<First Name>>

Did you know that on the first of December 2020, the day known as Giving Tuesday, charitable donations were up 25% over the previous year? 

This resonates deeply with me. Making a difference in people’s lives is what drives me every day as a Wealth Manager, providing clients with a holistic view of their financial wellbeing so they can pursue their personal interests in entrepreneurship, executive leadership, or charitable giving. 

As the Chief Wealth Manager of a 38-year-old employee-owned wealth management firm headquartered in Silicon Valley, I have over 20 years of wealth management experience. I specialize in helping families navigate the complexity that comes with life in Silicon Valley and partner closely with their team of professionals to ensure seamless integration of their entire financial picture.

If you’re interested and looking for additional insight on how you can manage your finances, I would welcome the opportunity for a phone call. I’d love to introduce myself for any future ways we can be of service. 

Please let me know if you would be open to a conversation.

You can read more about my background and professional organizations here: <<link>>

Thank you!

Campaign 3

Hi <<First Name>> 

How many different ways do you encounter risk on a daily basis? Do you drive in the fast lane? Do you check in with your doctor regularly? Do you look both ways before entering a crosswalk? 

Confronting risk is a fact of life both personally or professionally, but to ignore risk, especially as an investor, can be perilous. 

In our video “The Reality of Investment Risk”, part of our informative Interview Series, Chief Wealth Manager S. C. and I discuss the importance of risk tolerance, how it is assessed and types of risk that investors face: <<link>>

As you may have seen, I'm the CEO of a 38-year old employee-owned wealth management firm headquartered in Silicon Valley, working with C-level executives, entrepreneurs, and other wealth creators in a wide range of complex financial topics.

If you’re interested and looking for additional insight into how you can mitigate risk, I would welcome the opportunity to connect for a 20-minute call. Let me know if you would be open to having a conversation with me. You can read more about the firm and my professional experience here: <<link>>