Email Marketing

Building Trust and Loyalty Through Consistent Communication

Meaningful communication with your clients is essential for not only staying top of mind, but continuing to build trust and exhibit your thought leadership as a top financial planner. Whether an urgent email explaining market volatility or a newsletter providing timely tax tips, your clients depend on you to provide real-time guidance on the markets and ongoing support. We’ll not only help you develop a communication plan with a regular cadence, we’ll write and design communications that are worthy of your firm’s image.

If you’re currently using Outlook or another email provider, we highly recommend using an email marketing platform for a polished look and built in analytics. We’ll work with you to set up the platform and if you’re a Raymond James advisor, we know exactly what’s required by compliance to get started.