{"id":70796,"date":"2022-12-09T10:23:04","date_gmt":"2022-12-09T17:23:04","guid":{"rendered":"https:\/\/test-act-main.pantheonsite.io\/email-marketing-for-financial-advisors-how-to-get-started\/"},"modified":"2026-06-23T01:18:20","modified_gmt":"2026-06-23T08:18:20","slug":"email-marketing-for-financial-advisors-how-to-get-started","status":"publish","type":"post","link":"https:\/\/www.act.com\/en-gb\/blog\/email-marketing-for-financial-advisors-how-to-get-started\/","title":{"rendered":"Email Marketing for Financial Advisors: How to Get Started"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-70526 size-full\" src=\"https:\/\/www.act.com\/uploads\/Email-Marketing-Financial-Advisors_Feat.png\" alt=\"\" width=\"1200\" height=\"630\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/Email-Marketing-Financial-Advisors_Feat.png 1200w, https:\/\/www.act.com\/wp-content\/uploads\/Email-Marketing-Financial-Advisors_Feat-300x158.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/Email-Marketing-Financial-Advisors_Feat-768x403.png 768w, https:\/\/www.act.com\/wp-content\/uploads\/Email-Marketing-Financial-Advisors_Feat-1024x538.png 1024w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><a href=\"https:\/\/www.act.com\/en-gb\/what-is-email-marketing\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Email marketing<\/span> <\/a><span style=\"font-weight: 400;\">is invaluable for helping <\/span><span style=\"font-weight: 400;\">financial advisors<\/span><span style=\"font-weight: 400;\"> cultivate long-term clients and provide them with lasting, tangible value. But how can you ensure your emails are read and don&#8217;t disappear into the dreaded spam folder or promotions tab?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This article explains how to set up and run a<\/span><a href=\"https:\/\/www.act.com\/en-gb\/guides\/7-steps-to-email-marketing-success\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">successful <\/span><span style=\"font-weight: 400;\">email marketing strategy<\/span><\/a><span style=\"font-weight: 400;\"> that is unique, impactful, and useful for your clients.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What does email marketing for financial advisors look like?\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Email is a powerful channel for engaging customers and generating a strong return on your marketing investment. Current research shows that businesses have the potential to earn<\/span><a href=\"https:\/\/www.litmus.com\/blog\/infographic-the-roi-of-email-marketing\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"> $36 for every dollar spent<\/span><\/a><span style=\"font-weight: 400;\"> on <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s because it&#8217;s an effective channel to inform, support, upsell, and educate your clients. <\/span><span style=\"font-weight: 400;\">Email newsletters<\/span><span style=\"font-weight: 400;\">, for example, can share market changes, financial sector news, and other valuable information. Personalised but <\/span><span style=\"font-weight: 400;\">automated emails<\/span><span style=\"font-weight: 400;\"> can relay portfolio updates or remind clients of appointments.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reminder emails before annual review appointments can encourage clients to top up their registered accounts. Trickle campaigns can build rapport with prospects until they&#8217;re ready to book that first call with you. Email strategy will look different based on your prospects&#8217; or clients&#8217; needs and where they are in their financial journey.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Begin your next campaign in 8 easy steps\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Email marketing<\/span><span style=\"font-weight: 400;\"> is a popular method for generating leads for <\/span><span style=\"font-weight: 400;\">financial advisors<\/span><span style=\"font-weight: 400;\">. But what does it take to have a successful email campaign? Here are our <\/span><span style=\"font-weight: 400;\">email marketing<\/span><a href=\"https:\/\/www.act.com\/en-gb\/guides\/email-marketing-best-practices\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">tips<\/span><span style=\"font-weight: 400;\"> and best practices<\/span><\/a><span style=\"font-weight: 400;\"> for drafting your <\/span><span style=\"font-weight: 400;\">financial advisor email marketing campaign<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 1: Start with a strategy and a target audience<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The ongoing growth of <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> presents many opportunities for <\/span><span style=\"font-weight: 400;\">financial advisors<\/span><span style=\"font-weight: 400;\">. What kind of client are you trying to reach? Research which <\/span><a href=\"https:\/\/dkng.net.ua\/email-marketing-automation-financial-advisors\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">email marketing automation<\/span><span style=\"font-weight: 400;\"> models<\/span><\/a><span style=\"font-weight: 400;\"> are ideal for your <\/span><span style=\"font-weight: 400;\">target audience<\/span><span style=\"font-weight: 400;\">. What<\/span> <a href=\"https:\/\/www.act.com\/en-gb\/blog\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">financial milestones or life events<\/span><\/a><span style=\"font-weight: 400;\"> are your clients experiencing? Think about how you will keep <\/span><span style=\"font-weight: 400;\">subscribers<\/span><span style=\"font-weight: 400;\"> engaged with value props and <\/span><span style=\"font-weight: 400;\">lead magnets<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 2: Segment your subscribers<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Optimise<\/span> <span style=\"font-weight: 400;\">open rates<\/span><span style=\"font-weight: 400;\"> by getting to know your <\/span><span style=\"font-weight: 400;\">target audience<\/span><span style=\"font-weight: 400;\"> and organising them into geographic, demographic, psychographic, and behavioural segmentations. Personalised campaigns <\/span><a href=\"https:\/\/www.bluecore.com\/resources\/2019-retail-email-benchmark-report\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">increase click-through rates<\/span><\/a><span style=\"font-weight: 400;\"> by 139 percent because the messaging engages each recipient more directly.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 3: Provide social proof<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Use email<\/span><span style=\"font-weight: 400;\"> to make your communications approachable and genuine when presenting your services. The best way to do this is to include clear <\/span><span style=\"font-weight: 400;\">email subject lines<\/span><span style=\"font-weight: 400;\"> and messages with personal touches, such as information about your clients&#8217; average investing returns, financial goal completions, or retirement success stories. Include reviews, data, and testimonials from client success stories in your emails. Demonstrate trustworthiness with a clear track record of wins and don\u2019t be afraid to ask for <\/span><span style=\"font-weight: 400;\">referrals<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 4: Include clear CTAs<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">What action do you want your <\/span><span style=\"font-weight: 400;\">subscribers<\/span><span style=\"font-weight: 400;\"> to take? What results are you hoping to gain? Offer opportunities for readers to engage with your <\/span><span style=\"font-weight: 400;\">financial services<\/span><span style=\"font-weight: 400;\"> and content, like <\/span><span style=\"font-weight: 400;\">whitepapers<\/span><span style=\"font-weight: 400;\"> or <\/span><span style=\"font-weight: 400;\">webinars<\/span><span style=\"font-weight: 400;\">, in <\/span><span style=\"font-weight: 400;\">follow-up<\/span><span style=\"font-weight: 400;\"> emails. When you create emails with valuable content the <\/span><span style=\"font-weight: 400;\">CTAs<\/span><span style=\"font-weight: 400;\"> will naturally convert.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 5: Format with the reader in mind<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Format information in your emails so that clients can easily understand it. Focus on painting a picture of what you do and sharing the potential benefits of your advising services\u2014but keep your descriptions short and to the point.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your emails should be compelling enough to get recipients to open them and valuable enough for them to stick around. Include a <\/span><span style=\"font-weight: 400;\">call-to-action<\/span><span style=\"font-weight: 400;\"> section with an enticing offer or incentive if you include information on your <\/span><span style=\"font-weight: 400;\">financial planning<\/span><span style=\"font-weight: 400;\"> or investing services. Link to your website or landing page so they can learn more about your business or book a discovery call.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 6: Get the timing right<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">According to a<\/span><a href=\"https:\/\/databox.com\/email-marketing-sending-frequency\" target=\"_blank\" rel=\"noopener\"> recent <span style=\"font-weight: 400;\">Databox survey of <\/span><span style=\"font-weight: 400;\">email marketers<\/span><\/a><span style=\"font-weight: 400;\">, around 33 percent of marketing campaigns run weekly, and 26 percent run a few times per month. There are no hard-and-fast rules for timing or frequency; monitor what&#8217;s working and adjust accordingly. Measure the effectiveness of a given campaign by monitoring <\/span><span style=\"font-weight: 400;\">unsubscribe<\/span><span style=\"font-weight: 400;\">, click-through, and unopened message rates.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 7: Ask for feedback and learn from your clients<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Building a two-way relationship with your <\/span><span style=\"font-weight: 400;\">email list<\/span><span style=\"font-weight: 400;\"> is vital. Encourage <\/span><span style=\"font-weight: 400;\">subscribers<\/span><span style=\"font-weight: 400;\"> to hit reply, book a call, or take a survey. Use A\/B testing to send multiple versions of emails and learn how various subsets of your <\/span><span style=\"font-weight: 400;\">subscribers<\/span><span style=\"font-weight: 400;\"> may respond to different approaches.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Step 8: Find and use the right tools to your advantage<\/span><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-69697\" src=\"https:\/\/www.act.com\/uploads\/campaign.png\" alt=\"A screenshot showing a marketing automation email template builder tool.\" width=\"799\" height=\"459\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/campaign.png 512w, https:\/\/www.act.com\/wp-content\/uploads\/campaign-300x172.png 300w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The best <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\"> tools include professionally designed email <\/span><span style=\"font-weight: 400;\">templates<\/span><span style=\"font-weight: 400;\"> and easy-to-use <\/span><span style=\"font-weight: 400;\">template<\/span><span style=\"font-weight: 400;\"> editors so you can quickly create polished and personalised messages to attract new prospects while keeping your <\/span><span style=\"font-weight: 400;\">current clients<\/span><span style=\"font-weight: 400;\"> engaged. With the right software, you can stay in close contact with your audience, manage your sender reputation and <\/span><span style=\"font-weight: 400;\">opt-ins<\/span><span style=\"font-weight: 400;\">, monitor and <\/span><span style=\"font-weight: 400;\">optimise<\/span><span style=\"font-weight: 400;\"> engagement, capture leads, and <\/span><span style=\"font-weight: 400;\">follow up<\/span><span style=\"font-weight: 400;\"> with them in your <\/span><a href=\"https:\/\/www.act.com\/en-gb\/what-is-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">customer relationship management<\/span><\/a><span style=\"font-weight: 400;\"> (CRM) software.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Launching Your First Email Marketing Campaign<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you are ready to see how <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> can help create clients for life,<\/span><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">try Act! free for 14 days<\/span><\/a><span style=\"font-weight: 400;\"> to see how an all-in-one <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> and CRM solution makes <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> enjoyable and efficient. Act! proudly empowers SMBs, and accommodates the unique ways you run your advising business by offering unparalleled flexibility and freedom of choice.<\/span><\/p>\n<p><a href=\"https:\/\/www.act.com\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-69798 size-full\" src=\"https:\/\/www.act.com\/uploads\/learn-more-cta-box-1.png\" alt=\"Try Act! Premium for free for 14 days. No credit card or download required. \" width=\"500\" height=\"262\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/learn-more-cta-box-1.png 500w, https:\/\/www.act.com\/wp-content\/uploads\/learn-more-cta-box-1-300x157.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Email marketing is invaluable for helping financial advisors cultivate long-term clients and provide them with lasting, tangible value. But how can you ensure your emails are read and don&#8217;t disappear into the dreaded spam folder or promotions tab?\u00a0 This article explains how to set up and run a successful email marketing strategy that is unique, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":131606,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[185],"tags":[],"class_list":["post-70796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-success"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Start Email Marketing: 8 Tips for Financial Advisors<\/title>\n<meta name=\"description\" content=\"Learn how to leverage the power of email marketing in your financial advising business with this free guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.act.com\/en-gb\/blog\/email-marketing-for-financial-advisors-how-to-get-started\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Start Email Marketing: 8 Tips for Financial Advisors\" \/>\n<meta property=\"og:description\" content=\"Learn how to leverage the power of email marketing in your financial advising business with this free guide.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.act.com\/en-gb\/blog\/email-marketing-for-financial-advisors-how-to-get-started\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:published_time\" content=\"2022-12-09T17:23:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-23T08:18:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.act.com\/wp-content\/uploads\/2021\/02\/message-online-chat-social-text-concept-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"2425\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Act! 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