
Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard
Top Advisor Podcast
Enhancing Email Marketing for Financial Advisors
This chapter explores common pitfalls in email marketing for financial advisors, stressing the importance of understanding client needs and the power of storytelling. It discusses the negative impact of focusing too much on monetary matters, advocating for a shift towards building genuine relationships through more personal communication.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.