facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Lauren Keeports Outreach

The Ultimate Email Marketing Guide for Financial Advisors

5 minute read
The Ultimate Email Marketing Guide for Financial Advisors Featured Image

The importance of email marketing in business continues to grow as the use of technology becomes increasingly popular. Twenty Over Ten is known for developing successful websites for financial advisors, but we always want to take it a step further. So, to help you tackle email marketing, we shared some of the knowledge and experience that we’ve gained in this area in a blog post series: Email Marketing 101. In this post, we recap each of the posts in the Email Marketing 101 series as a quick overview for you.

1. Writing a Strong Subject Line

What’s the first thing that you notice when you receive a new email in your inbox? For most people, the first thing that they read is the email’s subject line. Subject lines determine a person’s initial reaction to that message and often decide if the subscriber opens the email at all. The success of your company’s email campaigns begins with a strong subject line.

A typical inbox shows about 60 characters of an email’s subject line, while a smartphone generally shows only 25 to 30 characters.

2. Best Times to Send Campaigns email marketing for financial advisors

Choosing when to send your email messages may seem like an afterthought, but it is very important that the
decision of when to send your campaigns is a well thought-out and educated one. Reaching your audience at the ideal time is vital to the success of any email marketing campaign. We hope this post helps you more effectively choose the best time to reach out to your current and prospective clients.

3. Email Service Providers

There are a ton of service providers available to choose to facilitate your company’s email campaigns, and it can be daunting to select which one is right for you. In this post, we break down the key features and differences of three main players in email service providing: Aweber, Constant Contact, and MailChimp.

4. Message Content email marketing for financial advisors

This post covers message content best practices. It is imperative to produce and send content that is valuable to your subscribers. Doing this creates value for your company, as well as helps to build your brand and create rapport.

5. Building and Segmenting Subscriber Lists

This next and final post in our Email Marketing 101 series covers how to effectively build and segment subscriber lists. It is crucial to constantly be adding subscribers to your lists and to tailor your messages to them accordingly. Inbox clutter is on the rise and this has caused people to become increasingly more sensitive to unwanted communication. Because of this, you need to develop your subscriber lists with relevance and care. When you do send an email, make it worthwhile for your audience to read it!

email marketing for financial advisors

6. Creating a newsletter that customers & prospects will read

Maybe you have the basics in place with your ESP (email service provider) but now you just need help creating content your subscriber base will read. Look no further! In this post we’re giving you all the details on how to make a newsletter your subscribers will actually read.

Don’t Forget to Subscribe to Twenty Over Ten’s Email Newsletter!

Drop your email below and every month we’ll send you marketing tips, product announcements, webinar and workshop invites, and more 🤩

You may also like: Building a Website? Which platform is right for you? and Throw your Marketing Plan out the window. Just ask yourself these 3 questions instead.

Don't Miss Out

Get all the latest news and exclusive marketing resources straight to your inbox.


Lucky You - You're In!

We’re flattered you want to get to know us better. And now that you’re on our list, we’ll get to know you better too! Happy reading 😁