Advisor mail
You're referring to Advisor Mail, a popular email newsletter service that provides financial advisors with a platform to send regular updates to their clients and prospects.
Here are some key features of Advisor Mail:
- Customizable templates: Advisors can choose from a variety of pre-designed templates to create their newsletters, making it easy to customize the content and layout.
- Content library: Advisor Mail offers a library of articles, market updates, and other content that advisors can use to populate their newsletters.
- Client management: Advisors can manage their client lists and segment their audiences to send targeted newsletters.
- Tracking and analytics: Advisor Mail provides analytics and tracking features to help advisors measure the effectiveness of their newsletters and identify areas for improvement.
- Integration with CRM systems: Advisor Mail integrates with popular CRM systems, such as Salesforce, to help advisors manage their client relationships and track interactions.
By using Advisor Mail, financial advisors can:
- Stay in touch with clients: Regular newsletters help advisors stay top of mind with their clients and maintain a strong relationship.
- Share market insights: Advisors can share their expertise and provide valuable market insights to their clients and prospects.
- Promote services: Newsletters can be used to promote advisors' services, such as financial planning, investment management, and retirement planning.
- Build trust: By providing regular updates and insights, advisors can build trust with their clients and establish themselves as thought leaders in their industry.
Overall, Advisor Mail is a powerful tool for financial advisors to communicate effectively with their clients and prospects, build relationships, and grow their businesses.