{"id":6763,"date":"2025-01-20T16:45:38","date_gmt":"2025-01-20T16:45:38","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/powerful-tools-that-make-you-a-master-at-effective-email\/"},"modified":"2025-05-28T17:19:02","modified_gmt":"2025-05-28T17:19:02","slug":"powerful-tools-that-make-you-a-master-at-effective-email","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/powerful-tools-that-make-you-a-master-at-effective-email\/","title":{"rendered":"Powerful Tools That Make You a Master at Effective Email"},"content":{"rendered":"

You send a ton of email.<\/p>\n

…Daily correspondence. Client\u00a0check-ins. Marketing campaigns. Company announcements. The list goes on.<\/p>\n

And the effectiveness<\/em> 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.<\/p>\n

Why You’re Not an Emailing Master<\/h3>\n

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\u00a0guess or “get a feel for” how effective they are.<\/p>\n

If you don’t know <\/em>exactly how your last email performed, how can you possibly\u00a0send a better one\u00a0next time?<\/em><\/p>\n

Here’s the fix: Track what you do. Send emails, track\u00a0your successes and\u00a0mistakes, apply\u00a0your\u00a0lessons from\u00a0those successes\/mistakes, send more emails, rinse and repeat. With this cycle, you can\u00a0increase 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.).<\/p>\n

The good news is this isn’t hard to do.<\/p>\n

3 Tools\u00a0To Become an Emailing Master<\/h3>\n

Below are the 3 most powerful emailing tools we recommend for mastering email in your advisory business.<\/p>\n

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

The best part about these 3 tools? You can try them all for\u00a0free<\/em>.<\/p>\n

IT’S TIME TO\u00a0SEND BETTER EMAILS AND LEARN FROM EACH ONE – Tweet this<\/em><\/a><\/p>\n

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i. Daily correspondence<\/strong><\/h1>\n

\"yesware-email-templates\"
\nYesware<\/strong><\/a> 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.”<\/p>\n

FREE plan includes a limited quantity of email tracking, customizable\u00a0email templates, and summary reports.<\/p>\n

\u2192 Take a Product Tour<\/a>
\n\u2192 Get Support\u00a0via Help Forums<\/a><\/p>\n

Paid plans include unlimited email tracking, team collaboration, salesforce integration, and customized reports. Pricing details here.<\/a><\/em><\/p>\n

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ii. Automated\u00a0check-ins<\/strong><\/h1>\n

\"Blueleaf_weekly_email_feature\"
\nBlueleaf<\/strong><\/a>\u00a0is an online engagement platform Financial Advisors use to -among other\u00a0things- automate sending\u00a0helpful\u00a0weekly 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’.<\/a>\u00a0Best of all, these emails -and\u00a0the client portal- are tracked for engagement.<\/p>\n

\u2192 Take a Product Tour<\/a>
\n\u2192 Get Support via Real Humans<\/a><\/p>\n

Paid plans include a client portal, account aggregation, automated reporting, email check-ins, document sharing, and more. Pricing details\u00a0here.<\/a><\/em><\/p>\n

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iii. Campaigns for big lists<\/strong><\/h1>\n

\"mailchimp-email-design-tool\"
\nMailchimp<\/strong><\/a> helps you design beautiful emails, run tests of the most important components (time sent, subject line, \u2018From\u2019 name) for continued improvements, pre-schedule and send emails\u00a0to multiple recipients at one time, and closely track your performance.<\/p>\n

FREE level allows users to send 12,000 emails to 2,000 subscribers for free.<\/p>\n

\u2192 Take a Product Tour<\/a>
\n\u2192 Get Support via Knowledge Base<\/a><\/p>\n

Paid plans allow you to send unlimited emails per month to larger lists of people. Pricing details\u00a0here.<\/a><\/em><\/p>\n

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“Ok, I got the tools. Now what?”<\/h3>\n

Remember the email mastery cycle:\u00a0Send emails, track\u00a0your successes and\u00a0mistakes, apply\u00a0your\u00a0lessons from\u00a0those successes\/mistakes, send more emails, rinse and repeat.<\/p>\n

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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