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.