What kind of client are you trying to reach? Research which email marketing automation models are ideal for your target audience. The ongoing growth of email marketing presents many opportunities for financial advisors.

Step 1: Start with a strategy and a target audience But what does it take to have a successful email campaign? Here are our email marketing tips and best practices for drafting your financial advisor email marketing campaign. Begin your next campaign in 8 easy stepsĮmail marketing is a popular method for generating leads for financial advisors. Email strategy will look different based on your prospects’ or clients’ needs and where they are in their financial journey. Trickle campaigns can build rapport with prospects until they’re ready to book that first call with you. Reminder emails before annual review appointments can encourage clients to top up their registered accounts. Personalized but automated emails can relay portfolio updates or remind clients of appointments. Email newsletters, for example, can share market changes, financial sector news, and other valuable information. That’s because it’s an effective channel to inform, support, upsell, and educate your clients. Current research shows that businesses have the potential to earn $36 for every dollar spent on email marketing. What does email marketing for financial advisors look like?Įmail is a powerful channel for engaging customers and generating a strong return on your marketing investment.

This article explains how to set up and run a successful email marketing strategy that is unique, impactful, and useful for your clients. But how can you ensure your emails are read and don’t disappear into the dreaded spam folder or promotions tab?

Email marketing is invaluable for helping financial advisors cultivate long-term clients and provide them with lasting, tangible value.

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