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The Finance Marketing Podcast
Each week on The Finance Marketing Podcast, join host Hillary Gale, an expert financial marketer and copywriter, as she explores in-depth conversations with top financial advisors, coaches, therapists, course creators, and marketing experts to unveil the secrets behind successful marketing strategies in financial services.
Every Friday, discover the art and science of effective marketing through insightful stories and strategies. From content creation to branding, from paid advertising to organic social media, from email campaigns to website optimization – we cover it all. Our guests share their journey of growing their practices with precision, purpose, and experimentation using a range of marketing tools and techniques.
Whether you're looking to enhance your audience engagement, boost your business growth, or refine your marketing approach, The Finance Marketing Podcast is your go-to resource.
Tune in weekly to transform the way you market your finance business, connect authentically with your audience, and achieve consistent growth.
The Finance Marketing Podcast
Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)
In this second installment of our special two-part series on email marketing for finance professionals, Hillary dives into effective strategies for turning subscribers into clients. Building on last week's foundation of creating and growing your email list, this episode reveals exactly what to do with your list once you've built it.
Hillary explores:
- How strategic segmentation can dramatically improve email relevance and engagement
- The importance of a well-crafted welcome sequence that makes a powerful first impression
- Practical nurture strategies that build trust over time
- How to calculate the actual ROI of your email marketing efforts
- Why unsubscribes are healthy for your list (and nothing to fear)
Drawing from real success stories, Hillary shares how advisors like Dave Armstrong segment their lists into three categories (clients, prospects, and advocates), how Sonya achieved remarkable 85-90% open rates through authentic storytelling, and how Taylor Schulte filled his entire client pipeline with just a few targeted emails per year.
Whether you're just starting your email marketing journey or looking to optimize an existing strategy, this episode provides actionable frameworks to help you build meaningful relationships at scale and convert more subscribers into clients.
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