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…
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…
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.…
The Power of Email Marketing for Financial Advisors
Multiple studies show that the most effective financial professionals “touch” their clients 12 to 18 times per year. This practice keeps the advisor in the forefront of clients’ minds so they are more likely to mention the advisor when a referral opportunity arrives. It also helps improve client…
Marketing to Goldfish
Did you know the average goldfish has an attention span of 9 seconds, while the average person reading an email has an attention span of only 8.25 seconds? As you can imagine, this is a favorite statistic among marketers. Financial advisors looking to successfully find new prospects and grow…
What Types of Emails Should I Be Sending to Prospects and Clients?
Email marketing consistently ranks as the top marketing strategy in terms of ROI. But effective email marketing needs to be consistent and strategic. For many advisors like yourself, it can be hard determining what type of content you should be sharing on a regular basis with your clients and…
[SlideShare] 5 Signs it’s Time to Clean Up Your Email List
There's no time like the present to clean up your email list. Included in this SlideShare are five telling signs it may be email spring cleaning time for your business: View the original SlideShare here.
5 Signs It’s Time to Trim the Fat Off Your Email List
Just like spring cleaning, while it may not be fun at the time, cleaning up your email list is is beneficial and worth the hard work. With a smaller, higher quality list you will likely see increased open and click through rates and stay far away from the dreaded blacklist. Let’s look at the 5 most…