Top 10 Email Tips for Financial Advisors
Transcript of Top 10 Email Tips for Financial Advisors
Email TipsTOP 10
FOR FINANCIAL ADVISORS
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Email marketing system.Invest in an
Outlook doesn’t shine when it comes to efficiency or deeply understanding client behavior. Upgrade to a more powerful system for greater control.
for greater relevance.Segment audience
Divide your overall list into groups based on shared behaviors or personality traits.
Test open times.Find out when your clients are paying attention. There’s no golden rule.
Always send the email
“from”you. Emails coming from real people vs. corporate identities are more likely to get opened.
SUBJECT LINE.Spend 50% of your time crafting a subject line that will get your email opened.
Create a killer
Use email to build relationships, not sell products.
don’t sell.Serve,
ONE SECOND.
State a clear purpose in the first 7 words of the email.
You have
Less is more.Don’t write a novel. It won’t be read, and your purpose will be lost in the clutter.
Develop your Email
signature.Email signatures are no less
important than business cards. They speak volumes about
your competence.
+social channels.
Include your LinkedIn, Facebook, Twitter, or other profiles in your email signature.
Add your
Email TipsTOP 10
FOR FINANCIAL ADVISORS
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