Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Hillary Gale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hillary Gale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Email Marketing for Finance Professionals: Turning Subscribers Into Clients (Part 2)

31:25
 
Share
 

Manage episode 478987940 series 3552883
Content provided by Hillary Gale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hillary Gale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
We always appreciate reviews on Apple Podcasts!

  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 478987940 series 3552883
Content provided by Hillary Gale. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hillary Gale or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
We always appreciate reviews on Apple Podcasts!

  continue reading

58 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play