Email TipsTOP 10

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.

for greater relevance.Segment audience

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

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

Always send the email

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

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

Create a killer

Use email to build relationships, not sell products.

don’t sell.Serve,

ONE SECOND.

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

You have

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

Develop your Email

signature.Email signatures are no less

important than business cards. They speak volumes about

your competence.

+social channels.

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

Add your

Email TipsTOP 10

FOR FINANCIAL ADVISORS

865.243.8000 Local 877.819.2188 Toll Free Finworx.com