![\"automation\"](\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/automation-300x270.png\")
So the phrase \u201cContent is King\u201d rings true for many industries looking to attract\u00a0customers.<\/p>\nSo the phrase \u201cContent is King\u201d rings true for many industries looking to attract\u00a0customers.<\/p>\n
It\u2019s the same with financial advisors.<\/p>\n
Showcasing your knowledge and personality goes a long way to winning over\u00a0prospective clients. But you could be playing the game all wrong.<\/p>\n
Do people visit your website and then leave? Is it completely up to them to come\u00a0back, learn more and then contact you to learn more about working with you?<\/p>\n
What if there was a system where they could visit your website, get a free gift from\u00a0you, but then be in frequent communication with you until they decided it was time\u00a0to work with you or find someone else?<\/p>\n
And what if this communication could be 100% automated, but still be in your\u00a0voice? Sounds like heaven, right? Well, the technology is at your fingertips.<\/p>\n
The way to get this to work effectively is to follow a 3-step process:<\/p>\n
1. Offer a free product that is insanely valuable that no-one will want to pass it\u00a0up<\/p>\n
2. Capture their name and email address in exchange for this gift<\/p>\n
3. Use your email marketing software (AWeber, MailChimp) to send them\u00a0automated emails<\/p>\n
I\u2019ll give you the summary on first two steps. You\u2019ll want to create a book, podcast or\u00a0video series that you would only give to potential clients. Make it so valuable, in-depth and visually appealing that someone would willingly give up their contact\u00a0information for it.<\/p>\n
In their eagerness, they give you their name and email address, click on the\u00a0confirmation email and receive the information.<\/p>\n
Step 3 is where you continue to educate them, diagnose their problems, provide a\u00a0case study of their problem and offer them your service, maybe at a discount. This 5-6 email campaign is pre-written and loaded into your email marketing software but\u00a0gets personalized with their name when it is sent out. Each email gets sent on a pre-set schedule depending on when someone signs-up for the freemium, and you can\u00a0track at what stage someone is in the email chain.<\/p>\n
Don\u2019t over estimate your clients here \u2013 everyone needs to see your value and be sold\u00a0on your services before using them. These can\u2019t just be your standard cut-and-dry\u00a0emails explaining the financial implications of someone\u2019s situation. That\u2019s boring.<\/p>\n
These need to be engaging, fresh and guiding someone towards taking action. I hired\u00a0a copywriter to write my emails and she was worth every penny.<\/p>\n
So what should your email campaign look like?<\/p>\n
Educate<\/strong> \u2013 the main reason why your visitor opted in to receive your free\u00a0information was to learn more about their situation or what you were offering. This\u00a0was incredibly generous of you to share this for free, but offer even more. Explain\u00a0some of the finer points in your book\/podcast\/video series, or break down a\u00a0complicated financial situation in which your ideal clients find themselves. Over the\u00a0course of two emails, you need to provide even more information that it\u2019s obvious\u00a0you are an expert at the topic of personal finance.<\/p>\n Diagnose<\/strong> \u2013 my hope with this email sequence is that you are targeting a niche\u00a0market or problem set. Having researched this market, you should be aware of the\u00a0key problems they are facing \u2013 for Illinois teachers that I am looking to attract, it\u2019s\u00a0preparing for retirement with a pension in flux. You should be telling your reader\u00a0about their main problems (that they currently have or may be facing in the future)\u00a0and show them what damage these can cause if not addressed.<\/p>\n Case Study<\/strong> \u2013 the 4th email in your chain should show how you\u2019ve helped someone in\u00a0his or her situation. Use a current client\u2019s situation, changing names to protect the\u00a0innocent, explain what problems they faced, how you fixed them and how much\u00a0better the client\u2019s life is as a result. Your job with this writing is to get the reader to\u00a0see him or herself in your client\u2019s situation and show that they need your help.\u00a0Again, this is where a skilled writer comes into play.<\/p>\n The Offer<\/strong> \u2013 Whether you offer a discount to your original pricing (I suggest you do),\u00a0you need to be shameless in trying to convert this prospect. If they have got this far\u00a0in the email chain, they are aware of what problems they face and how you would\u00a0help someone in their shoes. Now is your opportunity to explain your services and\u00a0pricing so they can see if they want to move forward. Reduce the barrier further by\u00a0offering a discount for a limited period of time, so they take action quickly.<\/p>\n (Optional)<\/em> The Follow-up<\/strong> \u2013 I use this \u201ccloser\u201d email in some of my auto responder\u00a0campaigns, but not all of them. Shooting a prospect a quick email asking for a 10-minute phone call can be quite disarming. They will know that you have set a time\u00a0limit to the call and if they like what you have been writing, they may be open to\u00a0chatting. I have spoken to people who have opted-in on my site who I would never\u00a0have spoken to before, so it does work.<\/p>\n The beautiful thing about this whole process is that the emails are written once.\u00a0Once they are queued up in your software, then you don\u2019t have to lift a finger. All\u00a0you\u2019ll have to do is respond to the emails coming from prospects asking what time\u00a0you\u2019d like to call them. That\u2019s a nice problem to have!<\/p>\n","protected":false},"excerpt":{"rendered":" So the phrase \u201cContent is King\u201d rings true for many industries looking to attract\u00a0customers. It\u2019s the same with financial advisors. Showcasing your knowledge and personality goes a long way to winning over\u00a0prospective clients. But you could be playing the game all wrong. Do people visit your website and then leave? Is it completely up to…<\/p>\n","protected":false},"author":2,"featured_media":6805,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[22],"tags":[],"class_list":["post-6803","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ideas"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6803","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6803"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6803\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6805"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}