Why Financial Advisors Need An Email Marketing System

For now, video calls have replaced in-person meetings, making the building of a positive relationship between Financial Advisors and their prospects and clients more crucial than ever.

Clients expect clarity regarding the market to help them navigate their financial future. Drip email campaigns can personally keep your clients and prospects engaged and confident in their relationship with you.

Why Email Marketing Works:

It Eases Client Anxiety

Personalized and active, email provides a direct channel for reaching out to current and potential clients. Email gives you the ability to provide clients the peace of mind that you’re keeping a close watch on what’s happening in the market and how it affects their financial future. Equally important- you are providing them with multiple opportunities to connect one-on-one —e-Relationship’s Market Commentaries are a great way to reach out to clients each week.

It Showcases Your Expertise

Sending e-Newsletters, e-Videos and articles that pertain directly to your client, continually provide evidence that your knowledge and skills are top-notch.

It Shows You Care About More Than The Sale

Personal e-Cards from you, whether for a birthday, anniversary, the holidays- or more uncommon e-Cards like those for July 4th and Groundhog Day — show your client or potential client- that you know them and care about them. E-Relationship provides hundreds of e-Cards, e-Postcards and e-Inspirational Messages to make sure every single contact knows you are thinking of them.

When clients trust you by divulging their financial information, they usually share their goals and dreams. When life changes occur – good or bad – it’s important to make sure they are covered. E-Checklists are the perfect way to check-in periodically and ensure this happens.

 Why Email Marketing Is Smart:

It’s More Effective Than Social Media

When 91% of consumers check their email daily, email delivers on keeping you top-of-mind. People like to do business with those they know, like and trust. Email is direct, personal, and with e-Relationship— actually provides clients and prospects a simple way to immediately contact you for more information.

Need more proof? A study by McKinsey & Company shows that email to be a MUCH more effective way to acquire customers than social media. People who buy products marketed through email spend 138% more than those who do not receive email offers!

It’s Cost-Effective

Hitting ‘send’ to even a lengthy contact list is easy and inexpensive with an all-in-one, intuitive platform like e-Relationship. E-Relationship dramatically increases your number of hot leads, notifying you immediately via email and text. It greatly simplifies your inbound marketing process.

In the Financial Services industry, getting content compliance-approved by your home office can be a weighty undertaking- not to mention costly in terms of your time or paying for someone else’s. Every piece of e-Relationship content: e-Storyboards, e-Videos, e-Cards, etc. are all compliance pre-approved for you. Your customer service assistant will help you upload your database and you’re immediately ready to launch robust, multi-touchpoint campaigns from your streamlined, easy-to-use dashboard!

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