Provide Investment Advice

Provide Investment Advice

Provide Investment Advice


  • 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?

We Can Help

  • Gain new client signups
  • Send out financial advice messages

Here's How

By placing a simple form on your existing website, people can 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.

  1. 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.

  2. Set a Delay

    You can set a delay until the time you'd 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.

  3. 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 re-use the same workflow, thus saving you even more time. Give your signups a variety of different contact options so they can reach you in the way that's most convenient for them.

Access More Resources

Use Case Identification for Provide Investment Advice

Use Case ID: WUC064


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