Email Marketing for Accountants & Financial Services

Use email to stay connected to existing clients and expand your reach to new ones. Access content ideas, examples, tips and success stories from other financial service businesses that will show you how.

Ideas for Your Next Email Campaign

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.

Accounting & CPA Email Marketing Downloadable Guide

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Template Design Tips

Get visual inspiration & tips to help you create emails that get opened, read, and clicked.

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A subject line that provides a sneak peak at the best content in the email encourages recipients to read more.

From email address that professionally represents your organization.

Previewing your email on a mobile device for quality ensures maximum reach and engagement.

Short copy makes it easy for recipients to gain interest and increase the likelihood they will read the whole email.

One call to action for each message telling recipients exactly what you want them to do will help reach your marketing goals.

The use of a few small images brings order and visual appeal to the page, make it easy to read.

A single column ensures your email can be easily viewed on a mobile device.

Logo and brand colors lets recipients quickly recognize the email is from a business or person they know and trust.

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Email Marketing for Accountants & Financial Services

Ideas for Your Next Email Campaign

Template Design Tips

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