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Investment Principles - Email Campaign Template

A Drip Email Campaign with template emails covering:
  • Risk tolerance
  • Asset allocation
  • Stocks vs. bonds
  • Active vs. passive investing
Checkout Instructions: Once you purchase the product, you will be able to access a copy of the template as a .doc file. You may open the .doc files in Google Docs or Microsoft word. The document contains comments specifying where you should update the templates, but you may choose to customize further if desired. We suggest using these campaigns as templates in your email host or CRM software, or setting them up as automated drip campaigns in your email marketing software.