Financial Advisor Marketing Email 2.0
August 12th, 2010
This article is by Bob Hanson
We have talked in a previous article about email for financial advisors and why most will see diminishing effectiveness unless they embrace what we call Email 2.0.
Email 2.0 for financial advisors is the next step in the evolution of how you can benefit from email marketing to build a community, convert more prospect to clients, and get more referrals.
Let’s imagine it is the end of the year and you are taking advantage of the potential of Email 2.0.
It means you have an (automated) way of building an opt-in email list of prospects (and clients). You are generating new prospects and clients through your website.
Your email database is integrated with your CRM and you can easily run reports on who is a client and who is a prospect.
You can run marketing campaigns such as “prospect meeting campaigns” which get anywhere between 2% and 10% response.
You are driving attendance at events and stimulating referrals from clients. Clients are up-to-date on your latest perspective on the economy and markets.
Sound far-fetched. It is not. Many of our clients and advisors we meet have made this transition — one that has transformed their marketing and the way they communicate with clients.
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Want to discuss Email 2.0 or other ways of growing your practice this year so that you reach your yearly income goals in 2011?
Send an email to request a no-obligation consultation to bhanson@marketingplanfinancialadvisor.com or call 1-617-901-6886.
Entry Filed under: Financial Lead Generation, Direct Marketing, Web Financial Advisor Lead Generation, Financial Advisor Marketing Plan
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