TUNE IN ON YOUR FAVORITE APP
Let’s talk about one of the most low-effort, high-impact emails you probably forgot to send.
It’s not a pitch.
It’s not a full-on newsletter.
It’s just a simple check-in.
In this episode, I’m breaking down how a short, thoughtful email—yes, even straight from your personal inbox—can help you stand out, rebuild connections, and boost visibility without selling anything.
Here’s what we cover:
✨ The underrated “thinking of you” email that financial pros aren’t using
✨ Real examples of what to say (no cringe, no awkward vibes)
✨ Why this works so well for trust and visibility
✨ A quick reset challenge to reconnect with three people this week
Book a Free Call:
Simplified Marketing Services
Let’s Connect:
Website: https://beesimplified.com/
LinkedIn: https://www.linkedin.com/in/biancamarissasmith/
Instagram: http://www.instagram.com/simplifiedmarketingservices
Email marketing can feel like a lot. Between writing newsletters, sending promos, and segmenting lists, it’s easy to forget that sometimes the best-performing emails… are the simplest ones.
So today, I want to talk about a game-changing little email that most financial professionals completely overlook—but when done right, it builds trust, opens doors, and makes you seriously memorable.
And the best part? It takes less than five minutes to send.
The “Thinking of You” Email
Yup, that’s it.
No sales pitch. No link to book a call (well… unless they ask). No giant marketing message.
Just a genuine check-in from one human to another.
You could send it from your regular inbox (yep, not even your email platform), and it might say something like:
“Hey Sarah, I was thinking about your Q2 financial goals. How’s everything going? Let me know if you’re stuck or if I can support you in any way.”
Or maybe…
“Hi James, I know tax season can feel like a blur—how’s it going on your end? Just checking in.”
The key is that you’re not selling anything. You’re showing up just to be helpful and human. In a world where inboxes are cluttered with promos, this kind of message stands out.
Why This Works So Well
People don’t expect financial professionals to be… well, personal. They expect polish, professionalism, and maybe even a little distance.
But when you show you actually care—without an ask—it disrupts the pattern. It makes you memorable. And it builds the kind of trust that turns leads into clients (and clients into raving fans).
Here’s why this tiny email makes a big impact:
- It reopens conversations with leads that went cold
- It reminds past clients that you’re still here (and still care)
- It boosts trust without a pitch or CTA
- It shows your human side, which people remember
Who to Send It To
You don’t need to overthink this. Just choose 3–5 people and hit send.
Here are some ideas:
- Past clients you haven’t heard from in a while
- Leads who ghosted after a discovery call
- Email list subscribers who haven’t engaged lately
- Folks in your inbox who asked a question once but never followed up
The message is the same: “Hey, how are things going?” That’s it.
Want to Add More Value?
If you do want to make it a slightly more polished touchpoint, consider including a freebie, like a simple tax checklist or a budgeting tool.
But here’s the catch—don’t make them opt in again. They’re already on your list. Just give them the thing.
For example:
“Hey everyone, I know tax season can be a lot. Here’s a little checklist I made to make things smoother for you. No strings—just grab it and let me know if you need help.”
Keep it casual. Keep it helpful. That’s what works.
Your 5-Minute Reset Challenge
If you’ve been looking for a way to reignite your list or warm up your leads, this is your sign.
Here’s your challenge:
Reach out to 3 people this week. Just say hello. No pitch. No pressure. Just human-to-human connection.
These are the little touches that separate forgettable service providers from trusted go-to experts.
📞 Need Help with Your Marketing?
If writing emails like this feels like a lot (or if you just want someone to help you simplify your content strategy), let’s talk.
0 Comments