Are You Ready For 2024? Start With Your New Year’s Checklist Email

It’s particularly challenging around the holidays to compete with the many businesses and organizations striving for a deeper relationship with our clients.  So we delivered something truly of value to them: a checklist to help them start their financial new year off right.     The point of difference: An interactive checklist for starting the new year fresh At a time when individuals are making resolutions, we meet them where they are with an engaging communication focused on an exciting fresh start. But more important, we provide them with an easy way to revisit and renew their financial goals.   While competitors share similar start-of-year messaging, only Merrill provides a downloadable/fillable PDF to complete a personal assessment for the start of the new year.   As easy as 1,2,3 In clear, plain language, the messaging prompts clients to think about changes that occurred over the past year – such as a new job or home, the birth of a child, or a loan that has been paid off. It also gets them thinking about any new goals.   Short and sweet, the email captures the spirit of starting out fresh, then outlines the simple steps to make it happen. The customer is reminded that they can reach out to their advisor for help with their checklist, or for a consultation once it’s completed.

From the original award submission.