Top 10 Email Tips for Financial Advisors

Download Top 10 Email Tips for Financial Advisors

Post on 21-Apr-2017

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  • Email TipsTOP 10

    FOR FINANCIAL ADVISORS

  • Image courtesy: blog.mailchimp.com/

    Email marketing system.Invest in an

    Outlook doesnt 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. Theres no golden rule.

  • Always send the email

    fromyou. 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.

    dont sell.Serve,

  • ONE SECOND.

    State a clear purpose in the first 7 words of the email.

    You have

  • Less is more.Dont write a novel. It wont 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

    865.243.8000 Local 877.819.2188 Toll Free Finworx.com

    http://finworx.com