Powerful Tools That Make You a Master at Effective Email


You send a ton of email.

…Daily correspondence. Client check-ins. Marketing campaigns. Company announcements. The list goes on.

And the effectiveness of those emails directly impacts the success of your business. All in all, you’d be A LOT better off if you were an emailing master.

Why You’re Not an Emailing Master

As we all know, the way to become a master at something – anything – is to do it a LOT (which, in the case of email, you already are) and work to continually get better and better at it. The problem is that most financial advisors don’t “get better” at emailing, because you write them, send them, and then guess or “get a feel for” how effective they are.

If you don’t know exactly how your last email performed, how can you possibly send a better one next time?

Here’s the fix: Track what you do. Send emails, track your successes and mistakes, apply your lessons from those successes/mistakes, send more emails, rinse and repeat. With this cycle, you can increase the effectiveness of every type of email you’re sending and reap the benefits from your mastery (save time, easily convert prospects, routinely engage clients in meaningful ways, etc.).

The good news is this isn’t hard to do.

3 Tools To Become an Emailing Master

Below are the 3 most powerful emailing tools we recommend for mastering email in your advisory business.

– One to help you track the effectiveness of daily correspondence
– One to provide routine updates to clients and prospects that they actually find helpful
– One to simplify how you design and track campaigns to bigger lists.

The best part about these 3 tools? You can try them all for free.



i. Daily correspondence

Yesware is a free add-on for Chrome or Firefox that helps you track email opens, clicks, and let’s you “see when, where and on what device your prospects are reading your message.”

FREE plan includes a limited quantity of email tracking, customizable email templates, and summary reports.

Take a Product Tour
Get Support via Help Forums

Paid plans include unlimited email tracking, team collaboration, salesforce integration, and customized reports. Pricing details here.


ii. Automated check-ins

Blueleaf is an online engagement platform Financial Advisors use to -among other things- automate sending helpful weekly check-ins to clients and prospects. Individuals receive custom generated check-ins, every week, with zero work from you. One advisor even calls it their ‘favorite feature’. Best of all, these emails -and the client portal- are tracked for engagement.

FREE to try for a full month. Get access to all Blueleaf offers (client portal, account aggregation, weekly automated emails, document sharing, and more) during a free trial.

Take a Product Tour
Get Support via Real Humans

Paid plans include a client portal, account aggregation, automated reporting, email check-ins, document sharing, and more. Pricing details here.


iii. Campaigns for big lists

Mailchimp helps you design beautiful emails, run tests of the most important components (time sent, subject line, ‘From’ name) for continued improvements, pre-schedule and send emails to multiple recipients at one time, and closely track your performance.

FREE level allows users to send 12,000 emails to 2,000 subscribers for free.

Take a Product Tour
Get Support via Knowledge Base

Paid plans allow you to send unlimited emails per month to larger lists of people. Pricing details here.


“Ok, I got the tools. Now what?”

Remember the email mastery cycle: Send emails, track your successes and mistakes, apply your lessons from those successes/mistakes, send more emails, rinse and repeat.

Each time you send an email (daily correspondence, helpful check-ins, big campaigns) you’ll be able to track what happens on the other end. Use those lessons to improve next time, and before you know it, your emails will be masterfully effective.


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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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