10 Email Marketing Strategies for Financial Advisors


Email marketing is an essential marketing strategy for financial advisors. You can stay top of mind by emailing potential and current clients, attracting new business, and increasing revenue. But email marketing is an art and a science – it takes careful planning, execution, and ongoing tweaking to get the most out of your email marketing campaigns. Every financial advisor should use ten email marketing strategies to attract new clients, establish a brand, grow their business, and increase revenue.


1) Write a Strong Headline

Your email subject line is the first thing your recipient will see. Ensure it’s clear, concise, and catchy to encourage them to open your email. The headline is the most critical part of your email, so don’t underestimate its power.


2) Time Emails Carefully

Consider the time of day, day of the week, and even the time of year when you send your email blasts. You want to ensure you’re emailing when your recipients are most likely to check their email and have time to read your message.

Furthermore, you don’t want to spam your recipients’ inboxes, but you don’t want your email to get lost in the shuffle. Find a happy medium by emailing your list regularly – once a week or every other week is usually a reasonable frequency.


3) Email Clients Often

This may seem like a no-brainer, but emailing your clients is one of the best ways to stay top of mind and increase business. Emailing allows you to cultivate relationships, provide valuable information, and build trust – all essential elements of a successful financial advisory business.

But as we mentioned, don’t email your clients too much as this can lead to them unsubscribing from your email list or marking your messages as spam. A good rule of thumb is to email your clients once a month, but adjust this frequency based on your clients’ needs and preferences.


4) Share Discounts for Services.

One email marketing strategy that is particularly effective for financial advisors is sending out discounts for services. This could be a discount for a financial planning session, investment management services, or even tax preparation services.

Offering a discount is a great way to attract new clients and show your existing clients that you value their business. Just be sure to include an expiration date on the discount to create a sense of urgency and encourage recipients to take advantage of the offer sooner rather than later.


5) Send Free Educational Content.

Another email marketing strategy financial advisors can use to attract new clients and grow their business is sending out free educational content. This could be in the form of an e-book, white paper, or even just a blog post.

Free educational content is a great way to show your expertise and build trust with potential and current clients. It’s also a great way to keep your email list subscribers engaged and interested in what you have to say.


6) Use Email Segmentation

Email segmentation is the process of dividing your email list into smaller groups based on specific criteria. This could be based on demographics, interests, or past purchasing behavior.

Using email segmentation allows you to send more targeted and relevant emails to your list, which can lead to higher open and click-through rates. It’s also a great way to avoid emailing your entire list when only a portion of them would be interested in a particular email.


7) Personalize Your Emails

In addition to email segmentation, another way to make your emails more targeted and relevant is to personalize them. This could be as simple as including the recipient’s first name in the email subject line or body.

Or you could get more sophisticated with your personalization by using email marketing software that allows you to include dynamic content in your emails. This could be content that is specific to the recipient’s interests or even location.

Personalizing your emails shows your recipients that you value them as individuals and not just as another email address on your list. It’s a small but powerful way to make your email marketing more effective.


8) Provide a Welcoming Onboarding Email

When new clients sign up for your financial advisory services, send them a welcome email to onboard them into your business. This email should introduce them to your company, explain what they can expect from your services, and thank them for choosing you as their financial advisor.

A welcome email is a great way to start on the right foot with a new client and show them that you value their business. It’s also an excellent opportunity to set the tone for your future email communications.


9) Create an Engaging Newsletter

Another email marketing strategy that financial advisors can use to engage their clients is by creating an engaging newsletter. This could be a monthly or quarterly email newsletter that includes updates on the markets, your latest blog posts, or even upcoming events.

A newsletter is a great way to keep your clients informed and engaged with your business. It’s also great to show your expertise and build trust with your clients.


10) Use Email Automation

Email automation is the process of setting up email marketing campaigns to run automatically based on certain trigger events. For example, you could set up an email campaign to send a welcome email to new subscribers or a discount offer to customers who haven’t purchased from you in a while.

Email automation can save you a lot of time and effort by allowing you to set up email campaigns that run on autopilot. It’s also a great way to ensure that your email marketing is more targeted and relevant, leading to higher open and click-through rates.


Successfully Leverage Email Marketing

Email marketing is a powerful tool that financial advisors can use to attract new clients, establish a brand, grow their business, and increase revenue. Using the above mentioned strategies, you can make your email marketing more effective and efficient.