The current scenario demands distributors to be armed with the right technology that can keep clients engaged and feel safe about their investment portfolio. In this regard, one of the useful tools to communicate is emails. If used effectively, emails to clients can provide them a steady sense of comfort about their investments.In fact, it can attract prospects and propel your business forward even in these tough times.
Here are 5 types of email communications that can nurture your relationship with clients.
Market updates
Clients often hear about the turbulence in the economy and markets through news headlines. This means they are more curious than ever to know what it means for them and their investment portfolio and what you are doing about it as their financial coach.
Therefore, it is important for you to stick to a routine and send emails that include your thoughts and plans in response to the current events.
Proactive reminders
Who does not appreciate a heads up? In your mails, give your clients a gentle reminder about taxes and investments. Informing clients of upcoming deadlines or investment and knowledge events shows that you are aware about their needs and also in tune with them.
Show your expertise
Sharing articles you have personally written or the ones that directly relate to your client can be helpful. These emails come handy in demonstrating your expertise in financial matters and building your brand.
Company updates
Let your clients in on some aspects of your business. For instance, you can inform them how you are coping during this global pandemic, what you are doing as a firm, asMFD and so on. Further, you can share some examples of continuous improvements with clients whether in processes or systems.
Personal connection
Many clients enjoy receiving personal emails from their advisors, especially about topics they are interested in. It shows you know them and care about them. Further,sending a picture or telling a story shows that you are more than just their advisor and it helps them to get in sync with you.
