As a financial advisor, establishing a strong connection with a prospective client is crucial for a successful client engagement.

One important way to build a strong connection before even speaking with a prospective client is through email marketing.

Email marketing allows an advisor to communicate directly with multiple prospective clients at the same time. It is efficient, effective, and highly scalable.

It allows advisors to share information about their process, deliverables, and client niche, ensuring a “good fit” even before an initial discovery or intro call takes place.

It also allows advisors to share helpful information in the form of blog posts and case studies.

In this blog post, we’ll explore a few different ways email marketing can engage prospective clients and enhance your client onboarding experience.

To enhance the efficiency of your email marketing you can use a platform like Adviice to automatically trigger new email sequences at specific points throughout the client process.

What Is Email Marketing?

First, what is email marketing? Email marketing is a powerful tool that allows businesses to connect with their audience through email.

It involves sending targeted messages to a group of people, and when used effectively, it can be a game-changer for engaging prospective clients.

The key to email marketing is to create “email sequences” that are different depending on the type of client and where they are in the engagement process.

No one likes to get a generic email, but getting a highly targeted email, at just the right time, can be very engaging.

This enables advisors to connect with their audience directly and at specific points in the client engagement process.

Engage Prospective Clients

In the prospecting phase, the key is to captivate the attention of potential clients.

Use email marketing at this stage in the client engagement process to provide helpful insights, answer common questions, and demonstrate how your services can address their unique challenges and needs.

Tailor these email sequences based on the type of client and their main goal. For example, sending a retiree an email about the financial considerations when starting a family won’t be very engaging. But sending a retiree an email about decumulation planning or when to start CPP/OAS can drive them to action.

A platform like Adviice can help make this incredibly easy. When a prospective client lands on an advisor’s white labeled sign up page one of the first pieces of information they share is what their main goal is. This can then be used to tailor subsequent email marketing sequences.

Onboard New Clients

The onboarding phase is a critical time in the client-advisor relationship. The client has officially engaged in a financial plan but there is still a lot of work to do before an advisor can deliver valuable advice. Email marketing can play an important role in streamlining this process for both the client and the advisor.

The client onboarding phase typically involves a large amount of data gathering. To build a good financial plan an advisor needs to gather a lot of information about the client.

Email marketing can be used to deliver helpful tips and guidance through automated email sequences. This can help make the onboarding experience smoother and more supportive.

By providing a supportive and informative experience, advisors can enhance client satisfaction and set the foundation for a strong relationship.

Walking a new client through the onboarding process with a series of emails and videos can help keep a new client engaged and keep momentum high.

Automatically Trigger New Email Sequences

To enhance the efficiency of your email marketing you can use a platform like Adviice to automatically trigger new email sequences at specific points throughout the client process.

Adviice is a financial planning platform that includes a fully interactive client portal. Clients can provide information and upload documents directly from the platform.

Adviice’s built-in API integration allows advisors to automatically start or stop new email sequences based on specific actions clients make on the platform. This allows an advisor to tailor their message to specific points in the client engagement process.

This timely and personalized communication helps keep clients engaged and informed, enhancing their overall experience with you.

Leverage Email Marketing For Advisor Efficiency and Client Satisfaction

Email marketing is not just about sending messages; it’s about creating meaningful connections with clients.

By tailoring your messaging to different phases of the client process you can leverage email marketing as a powerful tool for both engagement and support.

With the right strategies and tools, you can build deeper relationships with clients while still maintaining a high level of efficiency.