Newsletter Email Marketing

Using Newsletter Email Marketing to Build Relationships

Newsletter Email Marketing
Newsletter Email Marketing

Finding a way to stay consistently keep in touch with clients and prospects is not only a great way for marketing financial planning, but a great way to create loyalty and softly stay in front of potential clients or prospects in your pipeline.  Newsletter email marketing is a great way to accomplish this.

Providing your clients with an attractive personalized newsletter is one way to do this.  The newsletter can serve as a means of communication – 12 touch points throughout the year.  The last thing you want is for your clients to hear about a tax law change or new strategy from someone other than their advisor (you)!  Yet, compiling this information into an informative, concise newsletter will help keep you at the top their minds and let them know you are looking out for their best interests.

Here are 5 tips for compiling a simple, monthly newsletter email marketing:

1. Create your own periodical and read it daily – Establish a Google Reader account where you create your own periodical of up-to-date information.  Google reader is like a magazine you design.  You select the blogs and other news feeds you wish to monitor.  Review your reader account daily for ideas.

2. Get on Twitter! – Following your favorite experts and authority on Twitter is a great way to stay on top of current topics in a flash.  With entries limited to 160 characters, Twitter is a quick and easy way to spot content ideas for your

3. Use available technology –   Affordable, user friendly email software such as Constant Contact or Mail Chimp, will make it easy to create emailed newsletters with thousands of templates to choose from.  You provide the content, the templates provide the graphics!

4. Don’t forget to cross-sell your servicesClients and prospects may not be aware of all your service offerings.  A monthly emailed newsletter allows you politely inform your market of everything you have to offer.

5. Use a done-for-you CPA newsletter service – Today many CPA website hosting services will include a monthly emailed newsletter at no additional charge.  Make sure you inquire with your provider, chances are you might already have access to the service without having to lift a finger!

Learn more about providing great service to your clients and finding ones through newsletter email marketing . Become a Certified Tax Coach.

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