Share financial news, tips and trends with your commentary to stay connected to clients and drive email sharing.
Announce upcoming events to stay top of mind and drive participation.
Offer an incentive (e.g., entry into a raffle) for clients to provide a referral. Include an overview of your services and testimonials.
Announce a client appreciation event to build connections to clients and inspire referrals.
Provide answers to common questions from prospective and current clients to remind clients of your expertise, drive loyalty and referrals.
Get visual inspiration & tips to help you create emails that get opened, read, and clicked.
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“Email marketing…has grown into one of our best drivers for brand awareness. We notice more people talking about our business and showing up at our events.”
Bahar Sadaat, Davidson & Company, LLC