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How do to e-mail Marketing for Financial Advisors

Email Marketing for Financial Advisors

  • Are you doing email marketing but not seeing the kind of results that you expected?
  • Are your email opens and clicks disappointing…or non-existent?
  • Do you have a great message to share but just don’t know how to get the maximum amount of your clients and prospects to see it?

Then this video above discussing conversion, list building, and email marketing for financial advisors should be a huge help for you.

In this video, Luke and I cover the following three main topics that all correlate together:

  1. How to get better conversions from your website
  2. Building a list from the converted leads on your website
  3. The power of email marketing to your list and how to get those people to take your desired action

And any combination of these three points above without the complete trifecta loses significant power for you. For instance, if you know how to convert and you know how to build a big list, but you either neglect to email them or your emails are so bad that they never get opened or cause large amounts of your list to unsubscribe, you could be costing yourself large sums of money. Not to mention, you will not be able to help as many people as a financial advisor.

Make sure to watch the entire email marketing for financial advisors tutorial above, and please share if you received any value from it.

P.S. – Here is the link to watch the other videos associated with this Internet Marketing Tutorial.

P.P.S – Check out the other live Google hangout video we did on email marketing as well (fyi, Luke was out on his boat!)


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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

  • Marty Morua
    8:59 AM, 19 June 2014

    “Hey Frank, you love deep sea diving right?”

    “Sure do Marty!”

    “and you love your financial advisory business too, right?”

    “Just as much Marty”

    “and if you were deep sea diving, and found a chest full of 500 year old gold, would you leave it there?”

    “and what are you smoking there Marty?”

    “Well, this video is kinda like a buried treasure with no heavy lifting. All you need to do is watch and listen. Chances are, it’ll improve your business to the equivalent of finding that buried gold treasure”

    • Joe Simonds
      10:46 AM, 19 June 2014

      Hahahaha. This is the best comment we have ever received. Great stuff Marty!

  • Marty Morua
    9:03 AM, 19 June 2014

    What can I say fellas.

    One a 1 to 10 scale…..10 being insanely great…… you guys score a 21. Might sound corny, but this is really like finding a buried treasure chest. Can’t put a price on your video and hopefully more and more financial advisors will find and watch it.

    I’ll certainly help you spread the word!


    Marty Morua

    • Joe Simonds
      10:44 AM, 19 June 2014

      Thank you Marty! Comments like this make all of the work well worth it!

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