Top 10 Email Tips for Financial Advisors

Top 10 Email Tips for Financial Advisors

• 1.
  Email Tips TOP 10 FORFINANCIAL ADVISORS
• 2.
  Image courtesy: blog.mailchimp.com/ Emailmarketing 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.
• 3.
  for greater relevance. Segmentaudience Divide your overall list into groups based on shared behaviors or personality traits.
• 4.
  Test open times. Findout when your clients are paying attention. There’s no golden rule.
• 5.
  Always send theemail “from”you. Emails coming from real people vs. corporate identities are more likely to get opened.
• 6.
  SUBJECT LINE. Spend 50%of your time crafting a subject line that will get your email opened. Create a killer
• 7.
  Use email tobuild relationships, not sell products. don’t sell. Serve,
• 8.
  ONE SECOND. State aclear purpose in the first 7 words of the email. You have
• 9.
  Less is more. Don’twrite a novel. It won’t be read, and your purpose will be lost in the clutter.
• 10.
  Develop your Email signature. Emailsignatures are no less important than business cards. They speak volumes about your competence.
• 11.
  +social channels. Include yourLinkedIn, Facebook, Twitter, or other profiles in your email signature. Add your
• 12.
  Email Tips TOP 10 FORFINANCIAL ADVISORS 865.243.8000 Local 877.819.2188 Toll Free Finworx.com