Building trust in cross-border markets

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For example, Chartered Financial Analyst Michael Batnick runs a blog and newsletter called The Irrelevant Investor, where he shares industry charts, informative tweets, and podcast clips. The Irrelevant Investor newsletter He caps these jam-packed emails with something lighter, like his watch list recommendations: The Irrelevant Investor newsletter When done right, newsletters can give a sneak peek into what it’s like to work with you: your range, your knowledge, and your personality. Client Success Stories While educating your audience can bring you closer to them, your ultimate goal is to turn them into leads and clients. Sending client success stories through your email list can move them further along the funnel.

Here’s a snippet of Isaac Presley, CFA® of iran telemarketing list Cordant Welath Partners’ clever email to his subscribers, with the subject line “I Let Clients Write This Month's Newsletter”: Cordant Wealth Partners' newsletter Another way to approach this is by sharing how you’ve helped previous clients through services like retirement planning, estate planning, or wealth management. You can also highlight the strategies and products you've put in place to assist them in securing their dream financial state. Reminder: Be sure to ask your clients' permission before drafting your content. Some of them might not feel comfortable sharing their journey, and others may request to stay anonymous.

Referral Requests Campaign What are some other ways financial advisors can generate leads through email marketing? By encouraging clients and subscribers to recommend you to friends and family members looking to improve their finances. In return, you can offer incentives such as a free one-on-one financial planning session, a gift card, or exclusive resources. Client Milestone Celebrations This is where personalization can truly shine. Recognizing your client's achievements is a great way to make them feel like you know them, and by extension, their needs. It also strengthens your relationship with them. Send them congratulatory messages when they hit financial goals, such as paying off debt, reaching a savings target, or purchasing their first home.