Email Marketing for Financial Advisors

The value of email marketing for financial advisors

Email marketing is often overlooked when creating a strategy for customer engagement, as the popularity of social media increases daily. However, this can be a costly mistake as email campaigns are extremely effective in boosting your business if done right.

The challenge comes when you are unsure what types of emails to send, or how to target customers in a way that works. The job also takes up a huge amount of time that you may not have.

An easy solution to this problem is to use an email marketing service. Rapport Digital will design the perfect email campaign to promote your financial services. So, whether you need to share financial news, sell your services to new customers or strengthen loyalty with existing ones – Rapport Digital has you covered.

Types of email marketing we use to help your business grow

Rapport Digital only uses the best and most effective range of emails to engage and attract customers, increase brand loyalty and share your knowledge…
• Newsletter – sharing information about your business through appealing articles and customer reviews
• Dedicated send – sharing information with a selected group of people
• Confirmation – confirming and recording bookings, sign-ups, orders and payments
• Co-marketing – where two companies have joined together to promote both brands
• Standard promotional – useful content for both potential and current customers
• Survey or review – to engage customers and generate more traffic to your site
• Response to form submission – thanking customers for signing up to your services and links to their options
• Re-engagement – engaging with inactive customers so they will reconnect with your brand