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It includes monthly scripts, templates, and tactics for generating more pre-qualified leads, booking more appointments on your calendar, and turning more prospects into 7-figure clients.

👉 Click here to get September’s playbook for free!

‘I Don’t Think it Works Like That…”

Good morning,

What do power outages and flying fish have in common?

More than you'd think if you're living in Lower Sayreville.

Last week, a fish – yes, a fish – was found on a transformer, causing a power outage.

How did it get there? Officials suspect an osprey accidentally dropped its lunch.

While we have to worry about risks like market fluctuations and policy changes, who would've thought we'd have to add "aerial fish attack" to the list?

Here's to hoping none of our clients are as slippery as that fish, or the bird that lost its grip.

Jeremiah “Looking Up” Desmarais

CEO, Advisorist

In Today’s Issue 👇️ 

• How to Send a Pure “Value Add” Email

• A Headline Script to Engage Prospects

• 1 Shareable Chart to Stand Out on LinkedIn This Week

• The Best Thing I Saw All Week…

Plus, all of the headlines YOU need to know to be the smartest advisor in the room today!

How to Send a Pure “Value Add” Email to Your Database This Week

When was the last time you sent an email to your database of clients and prospects…just because.

Not asking for anything…

No call-to-action to book an appointment on your calendar…

Not even a link to a blog post or video…

I’m talking about a PURE “value add” email that dishes out some knowledge and creates a little good will.

I’m always keeping an eye on the emails top advisors in our industry are sending out.

Here’s one I saw in my inbox this week.

To Our Clients, Friends and Colleagues:

We’ve been sending along some “Investment Bites” -- great visuals that demonstrate the principles of long-term successful investing. We hope you find some value in them and they are helpful to your life-long plan.

Our next “bite” looks at investment diversification with non-correlated assets…

Reducing risk can be just as important as capturing returns. Non-correlated assets can reduce volatility providing a smoother ride and preserving capital during periods of market dislocation.

Consider the period of March 2000 to November 2013, a $100,000 initial investment made up of 50% S&P 500 and 50% cash ended up at virtually the same ending value as a $100,000 investment in the S&P 500, but with less volatility.

Huge gratitude to our clients, who trust us to help them reach their financial-planning goals.

As always, we are here to help you and those you care about most.

With care and gratitude,

ADVISOR NAME

Here are my 4 takeaways:

1️⃣ This is part of a regular series of value add emails he calls “Investment Bites.” Great name that infers quick, snackable content. (That’s what people want!)

2️⃣ Visuals are FAR more powerful than words. I highly recommend sharing graphs, charts, and images as much as possible to convey complex ideas

3️⃣ Notice how the advisor gives a specific example with numbers in the email. This helps people visualize what he’s talking about

4️⃣ The email ends with a note of gratitude, which helps reinforce a feeling of goodwill between the advisor and the people in his email database

‘Ripped From the Headlines’

Guest Contributor: Lloyd Lofton

The Headline: Women Are Gaining More Jobs

The Gist: Women’s workforce participation hit a new high in June, with a record share of women ages 25-54 holding jobs.

What the Headline Means: Wondering where a growing market is? Well, the headline gives you one growing market: women.

If I was going to work in a growing market I’d also like to be able to narrow it down so I can use a market message that would both resonate with them and one they’d respond to, this headline also gives me that, ages 24 to age 54.

Now if I just knew what industry this growing market is gravitating to…

Well, they list the top 5 industries where the gains are happening – so it looks like my potential marketing plan is built into the story.

Pivot Message: Advisors have to be adept at addressing ALL the issues that impact women. Many women with assets need advice about insurance, retirement planning, income planning, long-term care planning and other financial matters.

Addressing the weaknesses in women’s financial planning can help advisors capture lost income, eliminate downturns and dominate their local markets.

Message Script 1: “Financial Advisors often have unintentional blind spots when working with women, don’t they?

We intend to rectify this, if you’re working in one of these 5 industries, identified by Barrons, you deserve to know how to protect your earning power, prepare for a retirement not dependent on others, and have a plan that allows you to make changes when your circumstances change.

We get it, and you deserve THAT kind of attention. Click here to schedule a 15-minute visit. You deserve the truth, don’t you?”

Message Script 2: “Barron’s says women have made big gains in these 5 industries, yet they still earn a fraction of their male counterparts’ wages.

We intend to rectify this disparity with financial planning designed for the woman who’s not going to be left behind. You deserve to know how to protect your earning power, prepare for a retirement not dependent on others, and have a plan that allows you to make changes when your circumstances change.

We get it, and you deserve THAT kind of attention. Click here to schedule a 15-minute visit. You deserve the truth, don’t you?”

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Top Headlines: Everything You Need to Know

Top Financial Services Headlines

• SEC Fines Robo-Advisor $1M in First Case Under New Rule [FP]

• Better Rates Are Creating an ‘Annuity Boom’ [CT]

• New SEC “PDA” Proposal May Impact Advisor-Client Interactions [Mon]

Industry Movers & Shakers

• Schwab to Lay Off Staff, Close Offices to Save $500M a Year [TA]

• Goldman Considers Selling Part of Wealth Business [Y!]

• Blackstone First Alternative Asset Manager to Hit $1 Trillion AUM [MSTR]

Stories Impacting Your Clients

• Study: Americans More Afraid of Going Broke Than Dying [Y!]

• Report: Half of Americans Lack Access to a Retirement Plan [CBS]

• San Fran & NYC Top List of 20 Most Expensive US Cities to Retire [FP]

Meme of the Week

1 Shareable Chart to Stand Out on LinkedIn This Week 📊 

This chart really caught my eye this week.

It shows three straight quarters of increased profits for U.S. fast food restaurants – now peaking at the highest point in years.

Why do fast food sales matter?

They typically INCREASE ⬆️in the months leading up to (and during) a recession.

And 2023 is sort of the “perfect” storm” for this surge in Big Macs and Frosties.

As The Washington Post explains, there are six reasons why fast food has come roaring back:

1. Groceries are still expensive

2. Covid-era enhanced food stamps benefits ended

3. Drive-through is king

4. There are healthier fast-food options now

5. Return-to-work orders are fueling food on the go

6. Fast-food and quick-serve restaurants are embracing automation and AI

Now, do you think the average American is sitting there thinking about how increased fast food consumption is correlated with a recessionary market and could signal troubling times ahead?

Of course not!

They’re too busy chowing down on a Chipotle burrito bowl with extra guac. (I kid, I kid…kind of 😉)

Most advisors aren’t talking about stories like these either. Instead, they share the same old market updates.

But if you pay attention to the top advisors on social media – the ones who are garnering big followings and adding thousands of names to their database – they’re always taking a fresh look at “under the radar” stories.

I’d encourage you to look for opportunities to do the same.

And why not start here?

Go ahead and share that chart above (be sure to credit the source) with a link to a short selfie-style video where you discuss this story.

Here’s an example of what I would post:

When everyone else is covering the surface level stories, you should look for ways to dig a layer deeper.

People notice.

👀 The Best Thing I Saw All Week

Let me set the scene: Grandpa hits a great shot off the 7th tee box, then goes to his knees.

His grandson Jason's reaction? At first, they think he’s celebrating…but then quickly realize he’s collapsed.

Thanks to recent lifeguard training, Jason springs into action with CPR. And with his dad's help, they keep grandpa alive until the paramedics arrive.

Grandpa's review? "It's like they're professional doctors. They saved my life!"

Jason's advice: Learn CPR. It’s worth more than a hole-in-one ⛳