14min chapter

Advisor Marketing Made Simple cover image

How to Write A High-Converting Email Sequence As An Advisor (Francesca McLin)

Advisor Marketing Made Simple

CHAPTER

Engaging Clients through Effective Email Strategies

This chapter delves into strategies for financial advisors to connect with potential clients via targeted email sequences. It emphasizes the use of AI tools for insights, the importance of personal storytelling, and structured communication before and after appointments. By establishing clear workflows and personalized touches, advisors can significantly enhance client engagement and improve conversion rates.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode