As a financial advisor/insurance agent, there are several topics you can cover in your email marketing campaign. It’s important to switch it up and keep every email relevant. Here are some content ideas:
Market updates: Keep your clients informed about the latest financial news and market trends that may affect their investments.
Retirement planning: Share tips and advice on retirement planning and provide resources and tools to help your clients prepare for their future.
Tax planning: Offer advice on tax planning and provide resources and tools to help your clients minimize their tax liabilities.
Estate planning: Share information and tips on estate planning and help your clients plan for their future and protect their assets.
Investment opportunities: Share information about new investment opportunities and help your clients and prospects diversify their portfolios and grow their wealth.
Financial education: Offer financial education resources such as webinars, workshops, or e-books, to help your clients learn more about personal finance and grow their wealth.
Remember, your email marketing campaign should be focused on providing value to your clients and building trust and credibility with them. Offer relevant and helpful information, and always be available to answer any questions they may have.
With that in mind, not every email should be just a tip or piece of advice for them. It needs to be something that drives them to action. Here are some ideas that can help drive your prospects to action:
Events: Invitations to webinars, seminars, and other events.
Risk analysis: Do you subscribe to any tools that allow you to offer services like a risk analysis? Offer it to your email list. Explain how most people’s risks typically aren’t inline with their portfolios and that your analysis can help bring their risk level more inline with their investments.
Meet your team: Invite them to meet your CPA, estate planner, insurance specialist, etc. Include a brief bio and a picture of each.
Portfolio reviews: Don’t offer this too often, but when you do, make sure its being offered as a free portfolio review”. If yourr prospects see the offer repeated too many times, they will just stop opening your emails. I rarely have an email with just a portfolio review offer. Often, I have one line about the offer in a another educational email.
Interactive content: Use quizzes and surveys to engage your recipients and encourage them to take action.
We go through more examples and ideas in our Advisors Master Course.
THE BOTTOM LINE:
There is a wide variety of content to include with emails to your clients and prospects, including educational, invitations to events, offers, and just plain fun.