8 Email Personalization Strategies Financial Advisors Can Use To Improve Engagement
The challenge of writing compelling emails often comes down to a balance of two things; quality and quantity. As an advisor, you need to be engaging your email list with consistent, personalized and relevant content. Creating emails that meet these criteria, though, can take a lot of time. This is…
How Often Should Financial Advisors Send Emails? (4 Questions To Determine Frequency)
According to the YCharts Client Communication Survey, email is the preferred communication channel for the majority of clients, and frequency and style of communication are essential to client retention. So, how often should financial advisors email their clients? And what should they be sending?…
7 Simple Ways to Immediately Boost Your Email Marketing ROI
We all know that email marketing offers an incredible ROI - about $40 for every $1 spent. But it’s possible to milk the money-making machine that is email marketing even further. Here are seven quick and simple ways you can immediately boost your email marketing results and return on investment: 1.…
7 Ways Financial Advisors Can Capture More Attention With Email Subject Lines
How often do you delete an email without opening it? We’re guessing pretty often, especially if the subject line is boring. Email marketing is a great way to keep your firm at the top of potential clients’ minds. But a bad subject line can ruin your chances of ever reaching them. This is why it's…
How to Write the Perfect Prospecting Email as a Financial Advisor (With Templates)
Email marketing is one of the most successful marketing strategies for financial advisor prospecting. It’s a great way to nurture your existing relationships and build new ones. There are different emails for marketing, such as promotional emails, email newsletters, and welcome emails that help to…
Brand Engagement for Financial Advisors
What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…
What is an Email Drip Campaign?
Email drip campaigns are a series of emails that you send to your clients and prospects to nurture relationships, soft sell, and drive engagement. They range in duration, but are continuous outreach efforts to show your email contacts that you are thinking about them and want to stay in touch.……
Why Marketing Automation is Essential for Financial Services
Every year more and more advisors realize that they need to improve their marketing efforts. For many, this means spending much time and/or money to dedicate to the action. Whether they are taking time from their busy schedule, diverting their staff’s focus, or hiring an entirely new position, the…
Top 5 Marketing Ideas for Financial Professionals
If you’re looking to grow your financial services business, it’s important to start with marketing fundamentals that will set you up for success. Digital marketing tools will help keep your firm’s brand relevant, reach new leads, and stay connected with current clients. Here are five of the best…
Guide to Effective Email Marketing for Financial Advisors
Many advisors wonder exactly how often they should be in contact with their clients. According to Morningstar, 30% of clients prefer weekly emails from their advisor, and 36.6% prefer to receive them monthly. More than half of your clients want to hear at least once per month from you. Is that…