5 Email Subject Line Types Proven to Work for Advisors
Writing strong email subject lines is critical to every advisor’s email marketing strategy. In fact, according to Convince&Convert, 33% of people open emails based on subject lines alone, making the subject line a deciding factor in the effectiveness of your email. How can you write…
Guide to Effective Email Marketing for Financial Advisors
Many advisors wonder exactly how often they should be in contact with their clients. In fact, in 2022, it was shown that globally, there were around 4.3 billion email users. This means that at least half of your clients use email as their main source of business communication. Making it important…
Email Marketing Content
Grow Your Business with Email Marketing Content for Financial Advisors No other digital marketing component beats great financial advisor email marketing content, either for client and prospect engagement or ROI. Your targeted audience prefers email for communication, and when you get the message…
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? (With 4 Questions To Determine Frequency)
According to the YCharts Client Communication Survey, email is the preferred communication channel for most clients, and frequency and style of communication are essential to client retention. How Often Should Financial Advisors Email Their Clients? First, it's important to take note that there…
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.…
How to Write Effective Email Subject Lines
269 Billion. No, it’s not the GDP of Bangladesh (although it is close). It is how many emails are sent worldwide every day. On average, a business professional receives around 125 emails a day. Email marketing is one of the most potent weapons in the battle to find more clients. Some researchers…
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. Email…
How Financial Advisors Can Segment Their Email Lists
There's no nice way around it: email marketing takes a lot of work. There are so many moving parts, and the smallest adjustments to one element can affect the rest. For beginners, email marketing is like a game of Jenga. You take greater and greater risks in the hopes of avoiding total collapse.…
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…