The success of an investment broker depends on the number of clients they have, but given everything there is to do, efforts to find clients can easily fall by the wayside. How can you ensure that you can provide value to potential clients so that they may become paying customers?
The Solution
Automate emails for general financial advice
By placing a simple form on your existing website, people could choose to sign up to receive a weekly email newsletter containing your advice, offered free of charge. These emails could contain stronger direct marketing efforts, a more effective CTA, or an additional incentive to convert readers into clients.
The steps to success
Interested parties sign up
Anyone who is interested in receiving your newsletter only needs to fill out the form on your website with their contact details. When someone signs up, their information is sent to the CRM, and a transactional email is sent thanking them for signing up.
Set a delay
You can then set a delay until the time youd like your newsletter to send out. By choosing to delay it until a specific time, as opposed to a simple delay, it ensures that everyone will receive the communication simultaneously.
Create and send a newsletter
Provided you change the newsletter information and send date whenever you want to issue a new edition, you can perpetually reuse the same workflow, thus saving you even more time. Give your signups a variety of different contact options so that they can reach you in the way thats most convenient for them.
