Email is the top communication channel for financial advisors to connect with clients—but how often should you hit send? This guide helps you determine the ideal email frequency using four key questions and proven best practices.
Why Email Frequency Matters for Financial Advisors
According to the YCharts Client Communication Survey, email is the preferred method of communication for most clients. Frequent and thoughtful messaging helps boost:
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Client retention
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Brand trust and authority
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Referral generation
Regular emails ensure your clients don’t forget you while making them feel confident in your guidance.
Recommended Email Frequency for Financial Advisors
With over 4 billion daily email users, email marketing remains a powerful tool. Here’s what current stats show:
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33% of marketers send weekly emails (HubSpot)
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26% send several per month
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Almost 50% of clients want more advisor contact
Suggested frequency: At least once per month, up to once per week. Avoid spamming, but don’t go silent either.
4 Questions to Determine Your Ideal Email Frequency
1. What Are Your Goals?
Are you building loyalty or converting leads? Your goals will shape both content and cadence. For retention, send consistent, branded updates. For lead gen, aim for more strategic, timely sends.
2. What Type of Content Are You Sending?
Send valuable, educational emails like:
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Market commentary
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Financial planning tips
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Event invites
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Blog updates
- Newsletters
If content is rich and relevant, once a week can work.
3. Who Are Your Subscribers?
Segment your list:
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Clients vs. prospects
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Opt-in subscribers vs. cold leads
Engaged subscribers expect and appreciate more frequent emails.
4. What Do Your Analytics Say?
Track metrics to avoid email fatigue:
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Open rate: Aim for 20%+
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Click-through rate: Aim for 5%+
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Unsubscribe rate: Keep below 3%
Let your data guide your frequency.
Test, Evaluate, and Adjust Over Time
Start with a set schedule, then refine. Check email analytics monthly and ask for client feedback. You’ll learn quickly what works and what doesn’t.
FAQs About Financial Advisor Email Strategy
How often should financial advisors email clients?
Most advisors should send emails at least once per month, with a maximum of once per week depending on audience engagement and goals.
What’s the best type of content to send?
Educational content such as market updates, financial planning tips, and blog links generally performs best and supports client trust.
How can I tell if I’m sending too many emails?
Monitor unsubscribe and open rates. A sudden drop in opens or spike in unsubscribes suggests it’s time to adjust.
Should I segment my email list?
Yes. Separating clients from leads or cold contacts allows you to tailor frequency and content to each group.
Want to Boost Engagement With Smarter Emails?
Poor communication is the #1 reason clients leave financial advisors. Our proven tools, templates, and content make it easy to stay connected and build trust with every send.
Contact us now to optimize your email marketing strategy
