Top Advisor Podcast cover image

Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard

Top Advisor Podcast

CHAPTER

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.
App store bannerPlay store banner