3 Things to Keep in Mind when Creating Behavioural Emails by Your Financial Service Firm [Video]
Topics: Email Marketing, Videos
6 Questions Financial Service Firms Must Ask Themselves to Set a Goal with Email Marketing [Podcast Ep. 16]
For this episode we will answer the following question:
How can my financial service firm determine a goal for an email we write to make sure it’s high-performing?
Email is one of the oldest and most powerful tools firms use to engage with potential customers on a deeper level. But as time has passed, it’s become unfortunately common for firms to lose sight of why they’re sending out certain emails and how such emails will even help them achieve their company’s goals.
With plenty of directionless email blasts saturating the financial industry these days, how do you make sure the emails your firm is sending out are truly relevant to your potential customers who receive them while also helping them move forward through the sales process?
It all comes down to making your emails goal-oriented, with a clear purpose and focused on the customer.
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Podcast
3 Helpful Email Marketing Data for Financial Advisors to Build Relationships [Podcast Ep. 15]
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Podcast
3 Key Steps that Financial Service Firms Must Apply to Nurture Leads with Email Marketing [Podcast Ep. 14]
Topics: Inbound Sales, Email Marketing, Podcast
3 Email Marketing Best Practices for Financial Service Firms [Video]
Topics: Inbound Marketing, Inbound Sales, Email Marketing, Videos
3 Defining Steps Financial Advisors Must Take to Start Sending Better Sales & Marketing Emails [Podcast Ep. 13]
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.
Topics: Inbound Sales, Email Marketing, Podcast