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Advisor Marketing Made Simple cover image

Advice Line: Youtube, Pop-Ups, Or Email? Finding The Best Marketing Strategy (Elliott Appel)

Advisor Marketing Made Simple

NOTE

Value First, Ask Later

A strategic approach to email engagement involves consistently delivering value to recipients without frequent calls to action. By segmenting an email list and sending dedicated, straightforward inquiries only a few times a year, one maintains a healthy relationship with prospects. The emphasis on quality content leads to low unsubscribe rates, illustrating that recipients are receptive to occasional asks when they have previously received valuable insights. Timing is crucial for these requests; they should align with the organization's capacity to take on new clients, enhancing their effectiveness and minimizing disruption. This method fosters confidence in initiating communication while ensuring that the relationship with prospects remains strong.

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