Email #1 (Sent Immediately)
Subject: You’ve Subscribed to the Clear Path Financial Newsletter!
Hi [First Name],
Thanks for signing up to receive our newsletter! We’re looking forward to sharing information to help you make smart financial decisions.
For over 30 years, our team has been doing that. Helping our clients make smart decisions to achieve their goals and create a lasting financial legacy. At Clear Path Financial, that’s our mission.
Whether you’re just getting started and need guidance or you are further along and want to improve your financial position, we are here to help you. We work with all types of people, and we welcome you to join our community!
Take time to explore our website and get to know us better, and the services we provide (CLICK HERE). We recommend you bookmark it for future reference. Make sure you don’t miss the “Resources” section!
Rooting for Your Financial Success,
The Clear Path Financial Team
Email #2 (Sent 3 Days Later)
Subject: We Started Small, We’ve Grown, but our Mission Hasn’t Changed
Hi [First Name],
Many great endeavors start from a small beginning. Ours did too, over three decades ago in a small home office in a spare room. We have grown as a business, but our goal remains the same - to help people achieve lasting financial freedom.
What started in that small office has grown into a trusted firm with a close-knit team of three dedicated advisors. Though we’ve grown, our heart remains the same—to serve with integrity and a genuine care for our clients’ futures.
Here’s what one of our clients, Tracy, recently shared:
“I want to thank you for helping me develop a strong investment strategy and guiding me to experience a secure retirement. I don't know where I would be without your trusted advice.”
Stories like Tracy’s remind us why we do what we do. We’re honored to play a small role in helping people feel confident about their financial future. We would be honored to help you experience that as well!
Rooting for Your Financial Success,
The Clear Path Financial Team
Email #3 (Sent 7 Days Later)
Subject: Gain Clarity on Your Financial Journey
Hi [First Name],
At Clear Path Financial, we know that developing a successful financial plan can be overwhelming. That’s why we would like to offer you a simple solution - a friendly, no-pressure initial consultation designed to help you see what’s possible.
When you work with us, you’ll experience a partnership, and we will work together to help you achieve confidence in your financial future. That is what drives us: helping you achieve your goals and create a lasting financial legacy.
If you’re ready to gain clarity on your financial journey, we’d love to meet you.
CLICK HERE to Schedule Your Initial Consultation
Rooting for Your Financial Success,
The Clear Path Financial Team
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