top 10 email tips for financial advisors
TRANSCRIPT
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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.
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
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
865.243.8000 Local 877.819.2188 Toll Free Finworx.com