How Financial Advisers Can Use Email Marketing to Grow Their Firm

Email marketing for financial advisors isn’t just for e-commerce and retail brands. For financial advisers and planners, a well-executed email marketing campaign can help you:

• Build trust and credibility with prospective clients
• Keep in touch with existing clients in a meaningful way
• Stand out from competitors
• Share thought leadership and expertise
• Strengthen professional referral relationships
• Stay front of mind for when someone needs advice

Yet many advisory firms either overlook it or don’t use it to its full potential, often failing to implement effective digital marketing strategies for financial advisors.