The Finance Marketing Podcast

Email Marketing for Finance Professionals: Building an Email List From Scratch (Part 1)

Hillary Gale Season 2 Episode 12

In this first installment of a special two-part series on email marketing for finance professionals, Hillary breaks down the strategic foundations of building an effective email list. While many financial advisors and coaches focus their marketing efforts on social media, this episode reveals why your email list might be your most valuable marketing asset. 

Hillary explores: 

  • Why email marketing delivers higher ROI than social media for finance professionals
  • Three key characteristics of lead magnets that actually get downloaded
  • Practical strategies for promoting your lead magnet, both organically and through paid methods
  • How to overcome common hesitations about starting an email list
  • Real examples of successful lead magnets created for financial advisors

Drawing from the experiences of successful advisors and coaches interviewed on previous episodes, Hillary shares actionable insights for building an email list that attracts your ideal clients. Whether you're starting from zero subscribers or looking to breathe life into a dormant list, this episode provides the foundation for email marketing that feels authentic and delivers results.
 
Stay tuned for part two next week, where Hillary will dive into strategies for turning your subscribers into clients.

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