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Udemy Email List Building Strategies for Financial Advisors


Staff member
A step by step guide to building an email database of warm qualified leads who will buy from you!

What you'll learn
  • 1. Importance of having an email list of warm qualified leads
  • 2. 7 proven and effective ways to acquire the email addresses of warm qualified leads
  • 3. How to make full use of the email lists to generate a lot more sales with a lot less effort
  • 4. Nurture the relationship with the email leads and position yourself to be the leading contender for his next policy
  • 5. Top 5 best Email Marketing Automation software
  • as well as many other tips, strategies and shortcuts

  • Would like to sell more policies easily and effectively
  • Serious about making more money as a Financial Adviser
  • Committed to building a successful career in the financial services industry

You might probably be thinking:”Why should I build an email list?” “Is it even worth the effort?”
My reply would be if you wish to reach out to more of your customers easily and effortlessly and sell more policies, having an email list would probably be the best way forward.
Without a doubt, email marketing has by far been touted as the most effective marketing channel compared to any other channels both online and offline.
At its simplest, email marketing is a powerful communication tool for building relationships with customers. It gives you a chance to reach out to a lot of people at once and even expand your reach. It allows you to stay connected with loyal customers and on-the-fence prospects who might otherwise never interact with you or your brand again.
Email marketing is a high-impact, low-cost way of delivering your marketing messages to current customers and prospects — if, that is, you have a great email list. If you don’t, this course is for you. Do enroll to learn the most effective and creative ways to build your email list.
Who this course is for:
  • Financial Advisers
  • Financial Services Consultants
  • Financial Planners
  • Insurance Agents
  • Insurance Brokers
  • Anyone selling insurance and/or financial services

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