The document describes Bill Good Marketing's coordinated letter and email campaign to build and sustain top of mind awareness for financial advisors. The campaign uses different types of letters sent throughout the year to build relationships, create goodwill, and establish a trusted identity. These include birthday letters, condolence letters, holiday letters, anniversary letters, and more. The goal is to increase referrals, educate clients, improve retention, and bring in new business through ongoing personalized client engagement.

1. BILL GOOD MARKETING® How a coordinated series of Letters and Emails create and sustain Top of the Mind Awareness

2. Bill Good Marketing Messages Build relationships Create goodwill Build a trusted Financial Advisor identity Increase referrals Educate clients Bring in new business Improve client retention

3. Client Education Letters Anniversary Letters Condolence Letters Pre-Retirement Letters Over 2800 Letters and Emails Birthday Letters Get Well Letters Holiday Letters Seminar Invitations

4. Build Relationships by Participating in Family Celebrations and Events Birthdays Awards Anniversaries Deaths Births Holidays Graduations

5. Birthday Letters

6. Condolence Letters (Even for Pets) Dear Juan, I am so sorry to hear about the loss of your dog and I wanted to extend my deepest condolences to you. I want to share with you a poem written by Jenny Good. For My Friend I wish you well Wherever you go May there be holes to dig And Frisbees to throw…

8. Memorial Day

9. July 4

10. Thanksgiving

12. Congratulation Letters

14. Good Citizen

15. Industry Expert

17. Caring Person

18. Client Review Letters

19. Lead Management Letters

20. Seminar Invitations

21. Hundreds of letters approved by national, regional and local firms.

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