--- title: 3 Defining Steps Financial Advisors Must Take to Start Sending Better Sales & Marketing Emails [Podcast Ep. 13] description: As a Financial Advisor, the first thing that you need to be mindful of is that your potential customers may be receiving sales or marketing emails by multiple financial advisors. In order for your emails to perform better, what you want to do is to work on making your emails relevant, simple and relational. image: https://bethinkmanagement.com/hubfs/Images/Podcast/podcast-episode13-cover.png --- [![Bethink Marketing](https://bethinkmanagement.com/hs-fs/hubfs/BethinkMarketing_October2017/Images/Bethink_logo.png?width=300&height=113&name=Bethink_logo.png "Bethink Marketing")](http://bethinkmarketing.com/) - [About](http://bethinkmarketing.com/about/) - [Solutions](https://bethinkmarketing.com/solutions/) - [Sales Solutions](http://bethinkmarketing.com/sales-solutions/) - [Marketing Solutions](https://bethinkmarketing.com/marketing-solutions/) - [Resources](http://bethinkmarketing.com/resources) - [More...](http://bethinkmarketing.com/resources) - [Blog](https://bethinkmanagement.com/articles) ## 3 Defining Steps Financial Advisors Must Take to Start Sending Better Sales & Marketing Emails \[Podcast Ep. 13\] Posted by [Andrew Chao Daongam](https://bethinkmanagement.com/media/author/andrew-chao-daongam) on Jun 5, 2018 8:06:00 AM ![](https://app.hubspot.com/settings/avatar/e3f1ce91e22ed7443ff6d8e82e87ac1f) - [Tweet](https://twitter.com/share) ![podcast-episode13-cover](https://bethinkmanagement.com/hs-fs/hubfs/Images/Podcast/podcast-episode13-cover.png?width=600&name=podcast-episode13-cover.png) **For this episode we will answer the following question:** How can I improve my email performance as a Financial Advisor? As a Financial Advisor, the first thing that you need to be mindful of is that your potential customers may be receiving sales or marketing emails by multiple financial advisors. It is also possible that they have come to a point to easily filter those emails to ignore or delete. Even if you are the only Financial Advisor who is pursuing them, the challenge of creating high performing emails is not easy. In order for your emails to perform better, what you want to do is to work on making your emails relevant, simple and relational. ## Here are 3 defining steps you should take, as a financial advisors, to start sending better sales & marketing emails ### **1. Determine Primary Goal** Before you even start writing an email, ask yourself what is the primary goal for sending it. The best way to answer this question is to answer the 5Ws:  **Who** is your audience? E.g. Those who showed interest in an investment solution within the last month. **What** do you want them to do when they receive the email? E.g. Register for a webinar **When** should you send it? E.g. Tuesday 11:30AM as I have the best open rate at that time **Where** are they going to read it? Most likely at work so on their desktop **Why** are you sending it? To educate them about detail options within their investment interests. With the goal in place, you will have confidence that your emails are being sent with purpose and not to simply send emails just for the sake of sending them. ### **2. Work on the Subject Line** Writing great emails take time and you don’t want a weak subject line to make you lose the opportunity for them to be opened. There are 2 things to remember when writing a subject line: a. Keep it short. You would want to write a subject line with 5 to 10 words at most. On mobile devices, the subject line may be cut after the 5th word so get straight to the point. b. Avoid Salesy words such as “FREE”, “WIN” or “DISCOUNT” as they sound transactional rather than relational. Also email providers are getting smarter. It could happen that when there is a salesy word, it will be triggered as spam.  ### **3. Shift from Selling to Helping** As a financial advisor, your job is to help investors with their assets. This is what you need to keep in mind when you compose emails. When you set in your mind that you are helping rather than selling, your message, tone of voice and requests will be much more appreciated and will bring you forward in the sales process. That is all for this episode. If you have any marketing questions that you would like us to answer related to the financial service world, please send them to podcast@bethinkmarketing.com Topics: [Inbound Sales](https://bethinkmanagement.com/media/tag/inbound-sales), [Email Marketing](https://bethinkmanagement.com/media/tag/email-marketing), [Podcast](https://bethinkmanagement.com/media/tag/podcast) [![Improve Marketing Efforts](https://no-cache.hubspot.com/cta/default/3914483/e053635f-43c0-4b4a-90f0-2bcec6b98d00.png)](https://cta-redirect.hubspot.com/cta/redirect/3914483/e053635f-43c0-4b4a-90f0-2bcec6b98d00) --- Finding this publication helpful? **Share it!** [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=3%20Defining%20Steps%20Financial%20Advisors%20Must%20Take%20to%20Start%20Sending%20Better%20Sales%20%26%20Marketing%20Emails%20%5BPodcast%20Ep.%2013%5D) [![Share on Email](https://static.hubspot.com/final/img/common/icons/social/email-24x24.png)](mailto:?subject=Check%20out%20https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Demail%20&body=Check%20out%20https%3A%2F%2Fbethinkmanagement.com%2Fmedia%2F3-defining-steps-financial-advisors-must-take-to-start-sending-better-emails%3Futm_medium%3Dsocial%26utm_source%3Demail) --- **Please leave you comment or question below** ### Get the latest podcasts and videos, right in your inbox [![New Call-to-action](https://no-cache.hubspot.com/cta/default/3914483/fcba34de-88cf-4408-af2e-b140c5380f9c.png)](https://cta-redirect.hubspot.com/cta/redirect/3914483/fcba34de-88cf-4408-af2e-b140c5380f9c) **Looking for More Content?** Visit Our Resources Page [![Bring Me There](https://no-cache.hubspot.com/cta/default/3914483/bf2155e6-4373-404c-825e-2d4387908e8f.png)](https://cta-redirect.hubspot.com/cta/redirect/3914483/bf2155e6-4373-404c-825e-2d4387908e8f) ### Posts by Topic - [Podcast (24)](https://bethinkmanagement.com/media/tag/podcast) - [Inbound Sales (18)](https://bethinkmanagement.com/media/tag/inbound-sales) - [Inbound Marketing (14)](https://bethinkmanagement.com/media/tag/inbound-marketing) - [Videos (10)](https://bethinkmanagement.com/media/tag/videos) - [Marketing Strategy (8)](https://bethinkmanagement.com/media/tag/marketing-strategy) - [Blogging (6)](https://bethinkmanagement.com/media/tag/blogging) - [Email Marketing (6)](https://bethinkmanagement.com/media/tag/email-marketing) - [Lead Generation (6)](https://bethinkmanagement.com/media/tag/lead-generation) - [Marketing Fundamentals (4)](https://bethinkmanagement.com/media/tag/marketing-fundamentals) - [Marketing Software (1)](https://bethinkmanagement.com/media/tag/marketing-software) see all Copyright 2026 - Bethink Marketing Consulting