Marketing Materials

Use the following compliance-approved resources to help you market the Financial Wellness Experience to your clients.

Informational Resources | Emails | Social Media

Informational Resources

Provide clients with a detailed explanation of the Financial Wellness Experience.

Please reach out to Katie O’Brien to customize this template with your own QR code.

Emails

Send a touchpoint to clients by introducing them to the Financial Wellness Experience.

Prospecting Scripts | Post-Assessment Scripts | Employer Scripts

To be sent via company email with appropriate disclosure.

Prospecting Scripts

Subject: Unlock Your Financial Potential with the Financial Wellness Experience

Hi [Name],

I hope this email finds you well. I wanted to reach out to introduce you to the Financial Wellness Experience assessment. Designed to provide a snapshot of your financial situation, the assessment helps you to uncover opportunities for growth so that you can make informed decisions to optimize your financial well-being.

You can take the assessment today and get started on your path to financial wellness:

[Custom FWE assessment link[

Feel free to schedule a meeting with me once you complete the assessment. I’m happy to discuss your results together.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-3841185

Subject: Take This 2 min Assessment to See How Your Financial Health Measures

Hi [Name],

I wanted to reach out to introduce you to the Financial Wellness Experience assessment. This assessment offers a comprehensive snapshot of where you currently stand in several critical categories of financial wellness. It will identify the areas in which you are on the right track and discover the areas where small changes can lead to meaningful improvement.

Gain key insights into your financial health by taking the comprehensive assessment today:

[Custom FWE assessment link]

Please reach out if you are interested in setting up a call to discuss the areas in which you may have scored lower than expected.  

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-3841185

Subject: Take This 2 min Assessment to See How Your Financial Health Measures

Hi [Name],

I wanted to reach out to introduce you to the Financial Wellness Experience assessment. This assessment offers a comprehensive snapshot of where you currently stand in several critical categories of financial wellness. It will identify the areas in which you are on the right track and discover the areas where small changes can lead to meaningful improvement.

Gain key insights into your financial health by taking the comprehensive assessment today:

[Custom FWE assessment link]

Please reach out if you are interested in setting up a call to discuss the areas in which you may have scored lower than expected.  

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-3841185

Subject: Make the Most of Your Financial Future

Hi [Name],

Everyone’s path to financial wellness is unique. Our proprietary digital tool, the Financial Wellness Experience assessment, makes it easy to determine where you should start. The assessment evaluates your current financial situation and provides you with valuable insights into how you can make progress toward your goals.

Start your journey today by taking the assessment:

[Custom FWE assessment link]

If you have any questions about your assessment results, please don’t hesitate to schedule a call with me. We can review your results together.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-3841185

Post-Assessment Scripts

Hi [Prospect's Name],

Thanks for taking the time to complete the Financial Wellness Experience assessment. As a Financial Planner, my main goal is to help people gain confidence in their financial future. After reviewing your assessment, it looks like there are some areas of financial wellness where making small changes can lead to meaningful improvement. I totally get that it can feel overwhelming, but I want you to know that it's never too late to start taking positive steps towards a brighter financial future.

Our firm offers a variety of services that are tailored to your specific needs. Whether you need personal financial planning for you and your family, or assistance with business planning for your succession, our team is here to provide the expert support you need throughout the process.

I would love to set up a call with you to discuss your assessment results and explore how I can help you. During our conversation, I can also tell you more about myself and give you some insights into how our team operates. Just let me know which day works best for you, and we'll find a time that suits both of us.

Once again, thank you for participating in the assessment. I'm excited to chat with you soon and work together towards achieving your financial goals.

Best,

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Hi [Prospect's Name],

Thank you for completing the Financial Wellness Experience assessment. As a Financial Planner, my goal is to help people feel confident about their financial future. After reviewing your assessment, it looks like there are some areas of financial wellness where small changes can lead to meaningful improvement Don't worry, it's never too late to start making progress.

Whether you need personal financial planning or assistance with business planning, our team is here to support you. Let's schedule a call to discuss your assessment results and how I can help. Just let me know your availability, and we'll find a time that works for both of us.

Thanks again for participating in the assessment. I look forward to speaking with you soon.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Hi [Prospect's Name],

Thank you for completing the Financial Wellness Experience assessment. As a Financial Planner, my goal is to help people feel confident about their financial future. I offer personalized services to meet your specific needs, whether it's personal financial planning or assistance with business planning.

I'd love to schedule a call to discuss how I can help you. Please let me know your availability, and we'll find a time that works for both of us.

Thanks again for participating in the assessment. I look forward to speaking with you soon.

Best,

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Hi [Prospect's Name],

Thank you for taking the time to complete the Financial Wellness Experience assessment. As a Financial Planner, I want to make sure everyone is confident when it comes to their financial future. Your assessment results uncovered a few areas for potential growth. It's never too late to start taking steps towards a brighter financial future.

Whether you're looking for personal financial planning for you and your family, or need help with business planning for your succession, our team is here to help.

I'd love to set up a call to discuss further if you're interested. I can tell you a bit about myself and how my team operates, and then we can dive into your assessment results. Let me know what day works best for you.

Best,

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Employer Scripts

Hi there,

We are excited to introduce a great new employee benefit – The Financial Wellness Experience. This online assessment is designed to provide you with an in-depth look into your financial standing.

By taking the quiz, you can gain the insight needed to better understand where you are succeeding and where you need to make improvements. Click here: {insert link} to get started.

Once you receive your results, our {Insert Company Name} designated Financial Planner will reach out to discuss your scores and provide you with strategies and techniques to help you improve your financial standing.

We hope you take advantage of this great benefit and feel free to contact us if you have any questions. We are here to help!

Best,

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Hi there,

We are thrilled to share a fantastic new employee benefit with you – The Financial Wellness Experience. This interactive assessment is designed to give you a comprehensive look into your financial situation.

By taking the quiz, you can gain the knowledge to better understand where you are thriving and where you can make beneficial changes. Click here: {insert link} to get started.

Once you complete the two-minute assessment and receive your results, our designated Financial Planner for {Insert Company Name} will be in touch to discuss your results and provide you with strategies to help you reach your financial goals.

We hope you take advantage of this great opportunity and don't hesitate to reach out if you have any questions.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Subject: Enhancing Employee Wellbeing: Introducing "The Financial Wellness Experience"

Dear {Name},

I hope this email finds you well. I wanted to bring your attention to an exciting opportunity that could greatly benefit your employees' financial well-being.

"The Financial Wellness Experience" is a quick and user-friendly assessment tool that takes less than two minutes to complete. It provides participants with a personalized score on their current financial standing, highlighting areas for improvement. Additionally, participants are automatically enrolled in a monthly email communication program that offers tailored suggestions on enhancing their financial well-being.

By offering this tool, we demonstrate our commitment to your employees' holistic well-being and personal development. It empowers them to make informed financial decisions and reduces financial stress, potentially leading to a more engaged and motivated workforce.

I believe implementing "The Financial Wellness Experience" aligns perfectly with your organization’s values. If you're interested, I would love to discuss this further and provide more information on how it can be integrated as an employee benefit.

Thank you for considering this opportunity. I look forward to your response.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Subject: An Opportunity to Enhance Employee Financial Wellbeing: Introducing "The Financial Wellness Experience"

Dear {Name},

I wanted to share an exciting opportunity that can have a positive impact on the financial wellbeing of your employees.

I'd like to introduce you to "The Financial Wellness Experience" – a user-friendly assessment tool that takes less than two minutes to complete. It provides participants with a personalized score, offering insights into their current financial standing and highlighting areas where they can make improvements.

Additionally, participants are automatically enrolled in a monthly email communication program that delivers tailored suggestions to enhance their financial well-being.

[Advisor signature & contact information]

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

By offering this tool, we can demonstrate our commitment to supporting the holistic development of your employees. It empowers them to make informed financial decisions and alleviates financial stress, potentially leading to a more engaged and motivated workforce.

Integrating "The Financial Wellness Experience" aligns perfectly with your organization's values and can serve as a valuable employee benefit. I would be delighted to discuss this further and provide more information on how we can implement it seamlessly.

Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). [DBA] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202602-4000416

Hi there, 

<Insert Company Name> is pleased to offer you a unique opportunity to learn from and meet with our valued financial planning partners, <insert advisor(s) names and DBA or Commonwealth Financial Group>.

On <insert date>, <advisor(s) names> will be hosting a Financial Wellness presentation, during which you can gain valuable insights into managing your finances more effectively. Whether you're looking to improve your budgeting skills, plan for retirement, or simply make more informed financial decisions, this presentation will provide you with practical tips and strategies tailored to your needs. 

To learn more about this presentation and to register, please see the attached PDF (pre-approved financial wellness flyer).  

As a first step, <advisor(s) names> invite you to take the Financial Wellness Experience assessment, a quick and insightful financial health assessment that takes less than 2 minutes to complete. By taking the assessment, you can gain the insight needed to understand in what areas of financial wellness you are on the right track, and in what areas small changes can lead to meaningful improvement. Click here <insert FWE link> to try the assessment for yourself.  

Don't miss out on this valuable opportunity—mark your calendar and join us for an informative and empowering session! 

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. [DBA NAME] is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202708-6984677 

Social Media

Promote the Financial Wellness Experience on your social media platforms.

Sign up for the Financial Wellness Experience Hearsay social media campaign by following the steps below.

  1. Log in to Hearsay

  2. Click “Campaigns” in the left navigation column

  3. Under “Available for Subscription,” look for “Financial Wellness Experience (FWE)”

  4. Click ”Subscribe to Campaign”

Before confirming the publication of each post, remember to modify the caption to include your custom assessment link!

Preview Posts:

Achieving financial wellness is a continuous journey, not a final destination. It's never too late or too early to begin. Assess your financial health with our quick 2-minute evaluation today. The sooner you understand your financial standing, the better. Start here:

<Insert your shortened custom FWE assessment link>

Interested in making the most of your financial future, but unsure where to begin? The Financial Wellness Experience assessment combines technology and human expertise for a personalized approach to improving your financial well-being.

Receive the guidance you need to make the right decisions and peace of mind: <Insert your shortened custom FWE assessment link>

Chances are, your financial situation has been more challenging than usual recently. From navigating inflation to dealing with the rising costs of living, wallets everywhere are feeling the pressure. There’s no better time to get serious about your financial goals.

Take our two-minute assessment to gain financial clarity and confidence: <Insert your shortened custom FWE assessment link>