{"id":10792,"date":"2024-10-24T07:57:28","date_gmt":"2024-10-24T12:57:28","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=10792"},"modified":"2024-11-07T06:20:21","modified_gmt":"2024-11-07T11:20:21","slug":"what-is-the-recipe-for-plan-acquisition-for-financial-advisors","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/what-is-the-recipe-for-plan-acquisition-for-financial-advisors\/","title":{"rendered":"What is the recipe for plan acquisition for financial advisors?"},"content":{"rendered":"\n<ul>\n<li><a href=\"#content-first\"><strong>Content First: Building Trust Through Value<\/strong><\/a><\/li>\n<li><a href=\"#ask-the-right-questions\"><strong>Ask the Right Questions<\/strong><\/a><\/li>\n<\/ul>\n<p>\u00a0<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" id=\"video\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:15%\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:70%\" id=\"video\">\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Power of Email Marketing for Financial Advisors\" src=\"https:\/\/player.vimeo.com\/video\/1022432270?dnt=1&amp;app_id=122963\" width=\"960\" height=\"540\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe>\n<\/div><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:15%\"><\/div>\n<\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50 has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link has-luminous-vivid-orange-background-color has-background has-text-align-center wp-element-button\" href=\"https:\/\/rixtrema.com\/401kai_adviser\/?source=blog171024\" style=\"border-radius:10px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Request a Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<p>Email marketing remains one of the most powerful tools for financial advisors. It allows you to maintain relationships with clients, nurture leads, and position yourself as a trusted expert in the field. However, one of the common questions advisors ask is, \u201cWhat do I write about in my emails?\u201d<a id=\"content-first\"><\/a><\/p>\n<p>The answer lies in balancing content and sales. Roughly <strong>80% of your emails should focus on providing value<\/strong>, while only <strong>20% should be sales-oriented<\/strong>. This strategy not only builds your credibility but also creates a sense of reciprocity, making your audience more inclined to engage with your services when they\u2019re ready.<\/p>\n<h2><strong>Content First: Building Trust Through Value<\/strong><\/h2>\n<p>The first step in writing emails is to focus on content that resonates with your audience. You are the expert in your field, so share that expertise. But don\u2019t simply write about what you think is important\u2014take the time to ask your clients and prospects what they need to know. This makes your emails more relevant and engaging.<a id=\"ask-the-right-questions\"><\/a><\/p>\n<p>An <strong>active email list<\/strong> is more valuable than a large but inactive one. So, make sure you&#8217;re regularly engaging your current clients, past clients, and leads. If you haven\u2019t started building an email list, now is the time to do so. Even a list of 30 or 50 people is a solid start. As you grow your list, remember that <strong>activity and engagement<\/strong> are the key metrics of success.<\/p>\n<h2><strong>Ask the Right Questions<\/strong><\/h2>\n<p>Before sending out emails, it\u2019s crucial to ask your audience what they care about. By asking just three simple questions, you can unlock valuable insights:<\/p>\n<ol>\n<li><strong>What did we do right?<\/strong> This will give you positive feedback and can even lead to testimonials.<\/li>\n<li><strong>Where can we improve?<\/strong> Negative feedback is just as important; it helps you identify areas for improvement and build stronger relationships with your clients.<\/li>\n<li><strong>What is your single biggest challenge in your business?<\/strong> Understanding the challenges your clients face helps you tailor your content and services to meet their needs.<\/li>\n<\/ol>\n<p>These questions can be seamlessly integrated into your email communications. You could include them in your email signature or as part of transactional emails. By doing so, you\u2019ll receive consistent feedback that will help you improve both your content and services.<\/p>\n\n\n<figure class=\"wp-block-pullquote\"><blockquote><p><\/p><cite>If you\u2019re serious about growing your business in 2024, email marketing is an essential tool. Start by building or refining your email list and then focus on delivering value. Consistently ask your audience for feedback, and tailor your content to meet their needs.<\/cite><\/blockquote><\/figure>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50 has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link has-luminous-vivid-orange-background-color has-background wp-element-button\" href=\"https:\/\/rixtrema.com\/401kai_adviser\/?source=blog241024\" style=\"border-radius:10px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Request a Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/rixtrema.com\/401kai_adviser\/?source=blog241024\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"191\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-1024x191.jpg\" alt=\"\" class=\"wp-image-10424\" style=\"width:668px;height:auto\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-1024x191.jpg 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-300x56.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-768x143.jpg 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-1536x286.jpg 1536w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-500x93.jpg 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-800x149.jpg 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-1280x239.jpg 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2-1320x246.jpg 1320w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2023\/08\/401kai2.jpg 1690w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<p>Step into the world of smarter financial planning with RiXtrema on <strong><a href=\"https:\/\/www.linkedin.com\/company\/rixtrema-inc.\/\">LinkedIn<\/a><\/strong>! Our page is your source for the latest financial strategies and insights to secure your financial future. From investment tips to wealth management guidance, we&#8217;ve got it all. Don&#8217;t miss out on essential financial wisdom. Click &#8216;Follow&#8217; now to join our community of financial savvy individuals. Elevate your financial planning game with RiXtrema . Follow us today!<\/p>\n\n\n<script src=\"https:\/\/platform.linkedin.com\/in.js\" type=\"text\/javascript\"> lang: en_US<\/script>\n<script type=\"IN\/FollowCompany\" data-id=\"1334326\" data-counter=\"bottom\"><\/script>\n","protected":false},"excerpt":{"rendered":"<p>The answer lies in balancing content and sales. Roughly 80% of your emails should focus on providing value, while only 20% should be sales-oriented.<\/p>\n","protected":false},"author":3,"featured_media":10793,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2350,239,168],"tags":[82,41,7,12,27],"class_list":["post-10792","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-investing","category-news","tag-401k","tag-401kfiduciaryoptimizer","tag-financial-advisor","tag-financial-advisors","tag-rixtrema"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2024\/10\/IMG_3169-scaled.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What is the recipe for plan acquisition for financial advisors?<\/title>\n<meta name=\"description\" content=\"In the rapidly evolving world of financial advisory, staying at the forefront of technological advancements is not just an option \u2014 it&#039;s a necessity.\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/what-is-the-recipe-for-plan-acquisition-for-financial-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the recipe for plan acquisition for financial advisors?\" \/>\n<meta property=\"og:description\" content=\"In the rapidly evolving world of financial advisory, staying at the forefront of technological advancements is not just an option \u2014 it&#039;s a necessity.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/what-is-the-recipe-for-plan-acquisition-for-financial-advisors\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-24T12:57:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-07T11:20:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2024\/10\/IMG_3169-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1463\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"3 minutes\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/10792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=10792"}],"version-history":[{"count":2,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/10792\/revisions"}],"predecessor-version":[{"id":10810,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/10792\/revisions\/10810"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/10793"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=10792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=10792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=10792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}