Top 10 Email Tips for Financial Advisors

Download Top 10 Email Tips for Financial Advisors

Post on 21-Apr-2017




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<ul><li><p>Email TipsTOP 10</p><p>FOR FINANCIAL ADVISORS</p></li><li><p>Image courtesy:</p><p>Email marketing system.Invest in an</p><p>Outlook doesnt shine when it comes to efficiency or deeply understanding client behavior. Upgrade to a more powerful system for greater control.</p></li><li><p>for greater relevance.Segment audience</p><p>Divide your overall list into groups based on shared behaviors or personality traits.</p></li><li><p>Test open times.Find out when your clients are paying attention. Theres no golden rule.</p></li><li><p>Always send the email</p><p>fromyou. Emails coming from real people vs. corporate identities are more likely to get opened.</p></li><li><p>SUBJECT LINE.Spend 50% of your time crafting a subject line that will get your email opened.</p><p>Create a killer</p></li><li><p>Use email to build relationships, not sell products.</p><p>dont sell.Serve,</p></li><li><p>ONE SECOND.</p><p>State a clear purpose in the first 7 words of the email.</p><p>You have</p></li><li><p>Less is more.Dont write a novel. It wont be read, and your purpose will be lost in the clutter.</p></li><li><p>Develop your Email</p><p>signature.Email signatures are no less </p><p>important than business cards. They speak volumes about </p><p>your competence.</p></li><li><p>+social channels.Include your LinkedIn, Facebook, Twitter, or other profiles in your email signature.</p><p>Add your</p></li><li><p>Email TipsTOP 10</p><p>FOR FINANCIAL ADVISORS</p><p>865.243.8000 Local 877.819.2188 Toll Free </p><p></p></li></ul>