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 right, you will tap into one of the most powerful tools for building strong relationships. To get your message across, a great email needs to be opened, read, and clicked on. Sounds simple, but there’s a blend of art and science needed to make it happen.

What Should Be Included Inside Emails

What’s inside your email is what allows it to either be a success or a flop. That means it’s important to have a quality copy, solid images, and well-done content.


First off, your copy should be carefully crafted to fit email standards. That means making sure it covers the topic quickly and reads more like an extended text and less like a blog. Make your copy interesting to help it stand out amongst the competition while also being sure it gets to the point.


Next, select your images carefully, as they can be just as important as the copy. Good images are worth a thousand words, so try to include imagery that goes hand-in-hand with your copy. For example. if your email is about certain industry statistics, include an infographic that highlights those stats.


Lastly, in this day and age, a lot of financial advisors are starting to use other types of content in their emails. This can include videos, podcasts, and more. Fit various types of content into your email to add more variety.

Email Marketing for the Finance Industry: The Big Three

Getting Your Email Opened

Email marketing in the finance industry isn’t that different from any other industry. The first objective is to get your emails opened. Half the battle is consistent contact and sending the right message to the right client or prospect at the right time. It all starts with segmenting your contacts with FMG’s automated email system.

The rest is all about your subject line. The subject line should be short enough that your recipient can read the whole line at once. It should address a need or a benefit that is targeted to your specific recipient not only to serve them better but also to show them you understand where they are in their client journey. Learn more about crafting subject lines that get emails opened.

Getting Your Email Read

Email marketing content is a sales tool, but keep in mind the content should be about providing solutions to your prospects or clients’ needs. Of course, you want to point out why doing business with you is in their best interest, but make your content about the recipient. Emails that get read are personable, actionable, and, most of all, relevant. Start by addressing your email recipient by name and focus on making it all about them. Keep your message short and sweet and address their pain points and needs.

Getting Click-Throughs

The end goal of any well-crafted marketing email is to entice the recipient to take action. Your emails should have a call to action that leads your prospect or client to dynamic content that addresses their needs with information and solutions tailored uniquely to them. A great call to action includes an attractive offer that is clearly stated and should be designed to add a sense of urgency.

Learn About Email Marketing Dynamic Content for Financial Services

Dynamic content is content that guides your prospects and clients along the client journey. Depending on how your email recipient responds to calls to action and other opportunities, this type of content is an automated response to give them information that is tailored to their immediate needs. Not only does dynamic content fine-tune your recipients’ user experience, but it also leads to more conversions and helps your brand stand out in a competitive landscape.

Authentic and Timely Communication Made Easy

Poor communication is the number one reason clients leave their financial advisors. We offer tools, templates, and content to make connecting with prospective clients and nurturing existing ones easier than ever.

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