top 10 email tips for financial advisors

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Email Tips TOP 10 FOR FINANCIAL ADVISORS

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Page 1: Top 10 Email Tips for Financial Advisors

Email TipsTOP 10

FOR FINANCIAL ADVISORS

Page 2: Top 10 Email Tips for Financial Advisors

Image courtesy: blog.mailchimp.com/

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.

Page 3: Top 10 Email Tips for Financial Advisors

for greater relevance.Segment audience

Divide your overall list into groups based on shared behaviors or personality traits.

Page 4: Top 10 Email Tips for Financial Advisors

Test open times.Find out when your clients are paying attention. There’s no golden rule.

Page 5: Top 10 Email Tips for Financial Advisors

Always send the email

“from”you. Emails coming from real people vs. corporate identities are more likely to get opened.

Page 6: Top 10 Email Tips for Financial Advisors

SUBJECT LINE.Spend 50% of your time crafting a subject line that will get your email opened.

Create a killer

Page 7: Top 10 Email Tips for Financial Advisors

Use email to build relationships, not sell products.

don’t sell.Serve,

Page 8: Top 10 Email Tips for Financial Advisors

ONE SECOND.

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

You have

Page 9: Top 10 Email Tips for Financial Advisors

Less is more.Don’t write a novel. It won’t be read, and your purpose will be lost in the clutter.

Page 10: Top 10 Email Tips for Financial Advisors

Develop your Email

signature.Email signatures are no less

important than business cards. They speak volumes about

your competence.

Page 11: Top 10 Email Tips for Financial Advisors

+social channels.

Include your LinkedIn, Facebook, Twitter, or other profiles in your email signature.

Add your

Page 12: Top 10 Email Tips for Financial Advisors

Email TipsTOP 10

FOR FINANCIAL ADVISORS

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