Enterprise & C-SuiteAdvanced3-step sequence

The Pitch That Books High-Net-Worth Clients

Wealthy individuals do not respond to generic "wealth management" emails. To win their business, you must reach out immediately following a liquidity event and pitch a specific tax shield strategy.

The Template

Template Variables

{{liquidityEvent}}The recent financial milestone they hit

Example: "the recent Series B funding round for your company"

{{taxStrategy}}A specific strategy to shield their wealth

Example: "using a Charitable Remainder Trust to mitigate capital gains"

Tactical Note: Email 1: The Liquidity Hook. Reaching out right after a funding round or acquisition guarantees they have new wealth to manage. The CTA offers a free strategy brief.

Subject Line

congrats on {{liquidityEvent}}

Email Body

Hi {{firstName}}, Huge congratulations on {{liquidityEvent}}. A lot of founders I speak with in your position end up taking a massive hit on capital gains taxes shortly after the dust settles. Our wealth management firm specializes in helping tech founders protect their new equity. We put together a 1-page brief on {{taxStrategy}} specifically for post-Series B executives. Are you opposed to me sending over the PDF so you can review the math with your CPA?

#finance#sales#wealth-management#b2b

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