Financial Advisor Marketing Podcast

7 Things My Most Successful Emails Do To Get More Clients


Listen Later

I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.

I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.

And, at the end of the day, I came up with 7 things that my most successful emails do.

If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients.

Listen now.

Show highlights include:

  • The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38)
  • 7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02)
  • Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16)
  • One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43)
  • The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25)
  • A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54)

Since you listen to this podcast, I want to give you a gift:

If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor Marketing PodcastBy James Pollard

  • 3.6
  • 3.6
  • 3.6
  • 3.6
  • 3.6

3.6

93 ratings


More shows like Financial Advisor Marketing Podcast

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,230 Listeners

Masters in Business by Bloomberg

Masters in Business

2,186 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

292 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,986 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,109 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,170 Listeners

The Long View by Morningstar

The Long View

924 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

994 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

140 Listeners