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Top Email Marketing Automation Tools Every Financial Planner Should Use
One of the reasons I started Social Seed Marketing was because I recognized that financial planners don't have the time to market themselves.
Not only do you have to do the same things other businesses do - write blogs, create graphics, make videos, do some email outreach - you often have compliance as a consideration, which adds more time (and headaches) to the process.
The best thing you can possibly do is outsource and automate where you can. Finding easy-to-use platforms is key to keeping you consistent and successful. Also, creating automated campaigns is a little work upfront...but then you just hit "publish" and you're done.
Here are some platforms that can help.
Mailchimp
Mailchimp is one of the most well-known email marketing platforms, and for good reason. Its user-friendly interface, variety of templates, and detailed analytics make it ideal for financial planners of any size. The platform’s automation features allow you to send timely and personalized emails, such as birthday messages or reminders for annual financial check-ins.
Key Features:
Segmentation tools for targeted communication
Pre-designed automation workflows, such as welcome emails or follow-ups
Detailed analytics to track the success of your campaigns
Why It’s Great for Financial Planners: Mailchimp’s segmentation tools help you categorize clients based on their financial goals, life stages, or services they use. This ensures that each client receives tailored content that’s relevant to their needs.
HubSpot
HubSpot offers more than just email marketing automation; it's a full-scale CRM that integrates with your entire marketing strategy. Financial planners can use it to manage client relationships, track engagement, and automate follow-ups. HubSpot's intuitive email automation workflows allow you to nurture leads and clients at various stages of their financial journey.
Key Features:
Integrated CRM for managing client data and interactions
Customizable workflows to automate lead nurturing and follow-up
Personalization tokens for more customized content
Why It’s Great for Financial Planners: HubSpot’s CRM capabilities give you a 360-degree view of your clients’ activities, enabling you to send them the right message at the right time. For instance, if a client downloads a guide on retirement planning, you can automatically follow up with relevant content.
ActiveCampaign
ActiveCampaign is perfect for financial planners looking to create highly personalized campaigns with advanced automation features. With its predictive sending feature, ActiveCampaign ensures your emails land in your client’s inbox at the optimal time. The platform's customer experience automation allows for a seamless integration of email, SMS, and CRM capabilities.
Key Features:
Advanced automation workflows, including behavior-based triggers
Integration with CRM and SMS marketing
Predictive sending to increase open rates
Why It’s Great for Financial Planners: ActiveCampaign’s ability to send behavior-triggered emails ensures that your communication is timely and relevant. Whether it’s responding to an inquiry about estate planning or reminding a client about an upcoming review, this tool helps you provide personalized service with minimal effort.
FMG
FMG is specifically designed for financial advisors and planners, making it one of the best email marketing automation platforms tailored for the industry. It offers pre-approved content, allowing you to build trust with your clients while staying compliant with industry regulations. FMG Suite automates your marketing efforts, from newsletters to drip campaigns, and integrates with CRM systems for seamless client communication.
Key Features:
Pre-approved, compliance-ready content
Segmentation to deliver personalized emails based on client interests
CRM integration for a streamlined experience
Why It’s Great for Financial Planners: FMG's industry-specific focus means it comes loaded with financial content that you can customize and automate. Whether you want to send out market updates or educational newsletters, FMG allows you to stay connected with clients while ensuring your messaging remains compliant.
Constant Contact
Constant Contact is a simple and effective tool for financial planners who want to build and maintain client relationships through email. Its automation features include the ability to create personalized email sequences, making it easy to stay top-of-mind with clients. Additionally, it offers drag-and-drop templates that are easy to customize for branding purposes.
Key Features:
Pre-designed email templates with easy customization
Contact management to segment clients based on their interests or needs
Automated welcome emails and drip campaigns
Why It’s Great for Financial Planners: Constant Contact’s easy-to-use design and automation capabilities make it ideal for financial planners who want to send timely, personalized emails without complicated workflows. For instance, you can create a simple welcome series for new clients or an automated sequence for investment tips.
Drip
Drip is an e-commerce-focused tool, but it has valuable features for financial planners as well. It’s highly customizable and designed to scale as your client base grows. With its robust automation capabilities, Drip allows financial planners to create client journeys that foster long-term relationships.
Key Features:
Behavior-driven automation that sends emails based on specific client actions
Personalization tools, such as dynamic content blocks
Advanced segmentation to cater to different client needs
Why It’s Great for Financial Planners: Drip’s ability to automate client journeys based on their behavior ensures that clients receive relevant content at the right time. Whether they just scheduled a consultation or downloaded a free financial planning guide, Drip ensures that you stay engaged with your audience at key moments.
ConvertKit
ConvertKit is known for its simplicity and is often favored by content creators, but its automation features make it a strong choice for financial planners. ConvertKit focuses on building personalized email sequences and has a clean interface that allows for easy campaign management.
Key Features:
Visual automation builder for intuitive workflow creation
Subscriber tagging to segment clients based on their interests and interactions
Customizable forms and landing pages to capture leads
Why It’s Great for Financial Planners: ConvertKit’s tagging system makes it easy to keep track of where clients and leads are in their financial journey. This allows you to send personalized content based on their stage in life, whether they’re nearing retirement or just beginning to invest.
As with all things marketing-related, it's important for you to check with your compliance manager to make sure the platform you're choosing is an approved source.
Also remember that if you're looking for a lead generator that comes with a pre-written drip email campaign, we've got you covered over at our sister company, Advisor Script. All the hard work is already done for you!
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