Email Tips
TOP 10
FOR FINANCIAL ADVISORS

Image courtesy: blog.mailchimp.com/
Email marketing system.Invest in an
Outlook doesn’t shine
when it comes to efficiency
or deeply understanding
client behavior. Upgrade
to a more powerful system
for greater control.

for greater relevance.
Segment audience
Divide your overall list into
groups based on shared
behaviors or personality traits.

Test open times.
Find out when your clients
are paying attention.
There’s no golden rule.

Always send the email
“from”you. Emails coming from
real people vs.
corporate identities
are more likely to
get opened.

SUBJECT LINE.
Spend 50% of your time crafting a subject line
that will get your email opened.
Create a killer

Use email to build relationships,
not sell products.
don’t sell.
Serve,

ONE SECOND.
State a clear purpose
in the first 7 words of
the email.
You have

Less is more.
Don’t write a novel. It won’t be read, and
your purpose will be lost in the clutter.

Develop your Email
signature.
Email signatures are no less
important than business cards.
They speak volumes about
your competence.

+social channels.
Include your LinkedIn, Facebook, Twitter,
or other profiles in your email signature.
Add your

Email Tips
TOP 10
FOR FINANCIAL ADVISORS
865.243.8000 Local 877.819.2188 Toll Free Finworx.com