Your Personal Email Assistant…
It’s one thing to generate leads from your website, but it’s an entirely different sequence of events to be able to nurture, build a relationship, and eventually get an Internet lead to raise their hand and ask for an appointment. But the great news is that with one of these top email autoresponders for financial advisors below, your entire email follow up sequence can be done without you ever having to lift a finger.
In fact, the very best email autoresponders for financial advisors will almost act like your own personal assistant…constantly following up with and nurturing every single lead, prospect, and client in your database.
The Best Email Autoresponders For Financial Advisors
My brother Luke and I have tested out and used a handful of email autoresponders over the past couple of years. Here are the top four in our opinion, based on the following criteria:
- Ease of use
- Free (and helpful) Support
- Uptime (meaning no issued logging in or having their site or software down for maintenance)
- Overall Internet Marketing capabilities
- Ability to easily track everything
1. Aweber “The Overall best pick“- Click here to see Aweber’s main page where you can see prices, features, and latest discounts
The Advisor Internet Marketing Independent Review: Aweber actually claims to be the “Original” autoresponder email service in the country. I can’t confirm or deny that, but regardless, they have been around a long time, they provide incredible value for the price, they have good customer service, and in my opinion, this is the overall best email autoresponder for financial advisors (at least the majority of financial advisors).
For a financial advisor that just wants something easy to use, with not much work setting up tons of different email sequences, but also having the ability to double as your CRM, then this is your best bet out there. Acting as a dual CRM/auto-responder saves you money, and Aweber has great tracking as well (in terms of seeing who opened and clicked on what email, links, etc). They also have over 600 mobile-friendly email templates.
And they are even advertising a $1 per month subscription right now. However, I think that it is for a limited amount of emails (under 500) and not many of their main features. But even after 500 total emails, it is pretty inexpensive. Check out their product spec page here.
2. iContact “So easy a Caveman can do it” – Click here to see Constant Contact’s main page where you can see prices, features, and latest discounts
The Advisor Internet Marketing Independent Review: iContact is probably one of the easiest autoresponders to use. It can be used for email marketing, running promotions, adding Facebook fans, or even to do client/prospect surveys. They have a ton of different already made email templates where all you have to do is plug in your logo, text, links, or anything else that you want in there.
iContact has great customer service and they are one of the most prevalent email marketing providers out there. Their prices are very fair and they have different packages to suit any size email list. The only thing that I do not like about them is that they don’t have fancy “automation rules” to opt-out subscribers when they opt-in to another list.. And iContact won’t act as your CRM, so you will have to do this separately.
3. Infusionsoft “The Most Robust out of the bunch. For serious Internet Marketers” – Click here to see Infusionsoft’s main page where you can see prices, features, and latest discounts
The Advisor Internet Marketing Independent Review: Infusionsoft is actually a powerful email autoresponder + full CRM + anything else you can possibly imagine you need in regards to Internet Marketing. It is the most robust system we have used (although we did use Salesforce for some time, and we believe that although Salesforce is just as robust as Infusionsoft, there are very few financial advisors who need (or can manage) Salesforce.
However, we found Infusionsoft to be much more user friendly, a system that even a 1-3 person office could use very effectively, and it can handle just about anything. In fact, we are personally using Infusionsoft here at Advisor Internet Marketing for all of our own email marketing and Internet marketing purposes.
It is going to be much more expensive than Aweber, however, it can serve as a robust CRM as well. Not to mention the cool apps that are constantly being integrated into Infusionsoft are awesome! And there is a reason that Goldman Sachs themselves invested heavily ($50 million) into Infusionsoft recently.
4. MailChimp “Simple and Effective” – Click here to see Mailchimp’s main page where you can see prices, features, and latest discounts
The Advisor Internet Marketing Independent Review: Mailchimp, along with Constant Contact, are probably the easiest autoresponders for financial advisors to use. It integrates with pretty much everything (as do Aweber and Ifusionsoft), and they even let you start out for free to see if you like it.
Mailchimp is your standard autoresponder with not many bells and whistles. You definitely shouldn’t use this as your CRM like you could with Ifusionsoft, and perhaps Aweber. We did find that Mailchimp didn’t have as much support in terms of being able to get in touch with someone live. But that could be because it is so easy to use.
If you are currently doing (or planning to do) any marketing online, then you MUST have an email autoresponder in place. The best email autoresponders for financial advisors really can act just like a full time assistant that is always out there nurturing and dripping on your list. And don’t think for a second that it ever makes sense to send out emails manually!
The big thing to think about before you spend a lot of time and/or money with any of them is to decide if you need a CRM as well (HINT – YOU DO!). The cheaper autoresponders work great for email marketing, but not so good as a robust CRM database tool.
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P.P.S. – We would love to hear any feedback, reviews, etc that you have personally had with any of these email autoresponders, or any others that we left off. Please comment below.