Email marketing has been around for decades, but it’s far from dead. Not only is it still going strong, but it is more effective than ever. As technology continues to advance, email -marketing strategies can become more personalized and effective.Marketing automation is the key to this progress. My series The Financial ...

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A Primer on Email Marketing Automation

Email marketing is a powerful tool to grow your business. But before you begin, be aware of email marketing etiquette as well as some common email marketing pitfalls and mistakes that can cost you. My series, The Financial Advisor’s Guide to Email Marketing, helps financial advisors understand how email marketing works ...

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Proper Email Etiquette

People want to buy from companies they trust, no matter what they’re purchasing. When it comes to engaging the services of a financial advisor, trust becomes even more important, as your clients are entrusting you with what is most important to them – their family’s security and financial future. So ...

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Why Your Financial Advisory Firm Needs an Email Newsletter

When you are getting started with email marketing for your financial advisory business, it can feel intimidating because you don’t know what you don’t know. You’ve been getting marketing emails for years, so you have a basic idea of what to include. But when you sit down to plan on ...

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Email Marketing: Basic Framework Guidelines

An email service provider (ESP) is a company that provides email marketing services. More specifically, it is a software company that offers an email marketing platform or tool that enables you to create and send bulk emails to a list of subscribers.My series, The Financial Advisor’s Guide to Email Marketing, ...

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What is an Email Service Provider (ESP) and Why Do You Need One?

Email marketing is one of the best ways to connect with clients and potential clients. But to get results from your email marketing efforts, you need to make email list building a priority.My series The Financial Advisor’s Guide to Email Marketing helps financial advisors understand how email marketing works so ...

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How to Build Your Email List