7 Steps to E-Mail Marketing Success

Iverson, Matt
May 2010
Journal of Financial Planning;May/Jun2010 Practice Management, p10
Academic Journal
The article presents seven steps to electronic mail marketing which could help financial planners attract new clients. One of these seven steps is by having a unique and attractive offer that is aligned to the firm's values. Another step is by providing the clients with an appealing subject lines that will reflect their financial track. Other steps include keeping the electronic mail body simple and relevant, staying on the message, and increasing the website presence are also presented.


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