4 Steps Financial Advisors Need For Effective Nurture Emails

October 17, 2018

The energy financial advisors used to put into making cold calls should now be used to develop a compelling marketing strategy. (Read why nurture emails are SOOOO important to growing your practice.) An effective strategy can be easy and powerful especially when you follow these simple steps.

4 Steps Financial Advisors Need For Effective Nurture Emails:

  1. Consistency is Key: Select one or two days (recommended) every month to send your nurture emails and stick to it. It is the consistency of your program that will create a cascade of new business overtime. This is why my clients that host events every month start generating more referrals, it’s not just about who fills the seats 50% or more is that if forces you to consistently send friendly information that clients and prospects are more apt to open. An invitation is attractive to most people.
  2. Plan Ahead: In my femXadvisor Growth program I teach advisors to plan out a quarter in advance. As long as you have a resource for content, it will only take you an hour or two each month to plan out 6 emails to be sent every two weeks. You can submit all the emails at once to compliance and now you are ready for the next three months. Quarterly marketing planning is a valuable aspect to any business.
  3. Coordinate with Social Media – Use the same content you are emailing and add it to social media, add it to your website, use it in your newsletter; this shows you are organized, professional and it broadens your reach with no extra effort.
  4. Don’t Segment Your Book – Not when you are marketing to women. Everyone should receive your female friendly emails. Most men will appreciate your desire to engage and educate their wives, mothers, daughters and friends, and even they will send you referrals as a result (not to mention sparking interesting conversation).

Our Engaging Marketing membership makes it easy to educate, connect and engage prospects and clients more effectively with less time and effort on your part.

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