Writing marketing copy or emails may be one of the mostchallenging tasks you’ll encounter as an insurance agent orfinancial advisor.

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You may know what to write, but when it comes to how to writeit, you’re stuck.

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So I’m going to teach you a trick for more effectivecopywriting. In fact, I’m using it right now. Can you guess what itis?

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Who’s your No. 1 fan?


Before you write an email, postcard or direct-marketing letter —anything that will go out to a number of people — I want you tothink of the one client who loves you the most: Your No. 1fan.

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This can be a past or current client, just as long as it issomeone who is extremely happy to hear from you when you call;someone who always replies when you send an email. This issomeone who seems genuinely grateful for your knowledge andexpertise when you sit down together and share a strategy forsuccess.

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Remember how good it feels to have a client react like that?Well, I want you to think about writing your emails to that persononly. Do that, and you’ll find your self-doubt begin todisappear.

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Why create an ‘audience of one’?


When we write an email to a group of people, we often writedefensively, protecting ourselves so that we don’t seemunprofessional or come across as too personal or give away too muchinformation.

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But when you’re connecting with someone one-on-one and helpingthat individual with a specific problem? That is when you reallyshine.

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So why not write emails the same way?

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By imagining that you’re writing to just one person — thatfavorite fan of yours — you can find your unique, genuinevoice.

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If you’re having a hard time with this, try finding a picture ofyour No. 1 fan on LinkedIn or Facebook. Print it out and put a copyof it right in front of your computer. Right at the top. You canliterally just tape it there.

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Related: Never break these business emailrules

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Then, when you’re composing your next marketing email, look atthat person and just write. You’ll notice that your copy starts toflow a lot more effortlessly. You’ll also enjoy the writing, whichwill be more conversational and effective.

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Editor’s note: This essay is excerpt from“SHIFT: 201 Proven Insurance Marketing, Digital Lead Generation andFree Traffic Strategies to Sell More Insurance and FinancialProducts and Get Your Time Back Now” by Jeremiah Desmarais, anaward-winning financial marketer who has been featured by Forbes,CNN, and Worth. Email Jeremiah at [email protected]. Connectwith him on LinkedIn and learn more about his bookat www.TheShiftNation.com.

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