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Client emails | A gold mine to be leveraged

April 13, 2023

Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales? 

You benefit from using your clients’ email addresses to send emails to multiple contacts simultaneously that align with their needs. Plus, it allows you to stay in touch with your clients! 

 

The use of email as a marketing tool has gained popularity among financial security advisors within recent years:  

  • 2018: used by 46% of financial security advisors 
  • 2022: used by 67% of financial security advisors 
  • 2025: used by 75% of financial security advisors (projection) 

 

The use of email is widespread among the Canadian population:

According to Statistics Canada, it is the most popular digital activity in the country. Nearly 9 out of 10 people over the age of 15 have used email in the last three months. 

  • Email is the preferred method of communication among consumers.
    Source:  Adviso.ca, 2021.
  • In Canada, nearly 9 out of 10 people use email.
    Source: Statistics Canada, March 2021.
  • Emails generate a higher ROI than any other marketing channel (36:1).
    Source: Litmus.com, January 2022. 

 

To help you use email as a growth lever for your business, we have provided you with dozens of client emails. We have also designed a dedicated page for you on the Web Showcase (client emails tab). 

web showcase tab client emails

 

Here are 3 tips to maximize the efficacy of your email blasts:  

  1. Include your personalized link in the email so that sales and requests for information are attributed to you (Personalized links tab in the Web Showcase). 
  2. Be sure to keep your list of client email addresses up to date.  
  3. Segment your client list and tailor email content to their interests.

 

Here are some examples of existing client emails:

 client email example showcasing the new TFSA calculator  Client email example showcasing advantages of Prestige

 

Best of luck!

 

Topic : Web and Social Media

Written by iA

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