Pre-Approach Marketing Diversification

Date

Mr. and Mrs. Client

Address

Home town, USA  Zip

Dear [Name of Prospective Client],

It’s a funny fact of life: whenever I use the word "diversification" in connection with how people might invest their money, they often yawn and go blank.

Yet, when I mention "possible ways to increase income...lower taxes...and give a boost to long-term growth," they suddenly snap to attention, and then start asking me questions!

Why? Because we all want to know what our money can do for us, rather than the methods we might use to get there. Most people tell me they don't have the time or energy to devote to the details of investing, should they be invested in annuities, mutual funds, individual stocks or bonds ...are they diversified enough, are their risk levels appropriate --- they simply want a more comfortable and independent lifestyle.

Nevertheless, a diversified portfolio of appropriate investments has the potential to help you attain greater comfort and independence.

That’s where I come in. As a registered representative with [your company/broker dealer], I actually get excited sitting down with people, helping them articulate their financial goals, then suggesting appropriate investments to help meet their objectives. I enjoy watching the light bulb go on in people's eyes when they suddenly understand what diversification and other financial concepts could mean to their own retirement or current lifestyle.

If diversification makes you yawn, you’re not alone. But if you'd like to know how a "boring" concept might help you achieve a more comfortable, and independent lifestyle, drop by my desk next time you're near my office located at [address], or call me at [phone number].

I have a few ideas that won’t put you to sleep.

Sincerely,

[Name]
[Title]

FSD FINANCIAL SERVICES
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