Beautiful content branded to you,
Created by CFP®, CLU professionals
If you want your online marketing to generate prospects, having a website is not enough. You need to stay in touch with prospects, and the most effective way to do this is through email marketing.
Let’s face it, as an advisor; you’re not visiting your website every day. Neither are your prospects or clients, so you must reach out to them. The purpose of an email newsletter is to stay top of mind so that when your prospect is ready to purchase life insurance or talk retirement planning, the first person they think of is YOU.
All our email newsletters are designed to nurture your prospect, client, and centres of influence. Every email is written in a way to provide value to them with a clear call to action to book a meeting with you.
For advisors, it can be time-consuming to put together the financial content, and that’s what we’re here for. At Financial Tech Tools we:
- Provide the financial content
- Design the email
- Deal with compliance
- Send the email out upon your approval
The result is an email newsletter that reminds your prospects, clients, and centres of influence that you are the go-to for insurance and investments.
Our email newsletter process is simple. We do three meetings:
We get to know you and your business.
We provide you with an annual content plan and a draft of your email newsletter.
Review the content. Submit to compliance.
What happens after the email newsletters are sent?
- We provide you with a report on who opened your email, how many times they opened your email and how often they clicked on your email.
- We also embed your newsletter sign-up form on your website.
- Update your email subscribers
- Next time your prospect thinks of insurance or investments. They think of YOU immediately.
Professional newsletter created by financial industry experts.
- Email Newsletter Setup
- Personalized monthly e-newsletters to clients and prospects
- Detailed analytics on your email newsletter including open and click rates
Managed Website & Email NEWSLETTER
Professional website and monthly email newsletters sent to your prospects and clients.
- Everything included in Email Newsletter
- Templated website with up to 2 hours of customization
- Content by CFP, CLU, CHS, EPC Industry professionals
- Marketing Plan
- Personalized Branding
- Responsive Website
- Site Archiving
- Dedicated Support
- Daily Backups
- Daily Scans
- Uptime Monitoring
- Theme Updates
- Plugin Updates
- Up to 30 minutes changes per month
Are you still not convinced?
We don’t want to tell you how awesome we are; we’ll let our advisors tell you: