Are you sending email "blasts" to your entire contact list and wondering why you're not getting results?
In this episode, Steven Beach and Faustin Weber discuss email marketing that works, plus tips you can incorporate into your email strategy now.
We cover:
• The critical importance of list segmentation for RIAs
• What content to send to clients vs. prospects vs. old leads
• Email nurturing strategies that actually move prospects through your pipeline
• Common technical mistakes that hurt your deliverability rates
⏱️ Timestamps:
(0:00) Welcome & summer break struggles for working parents
(2:30) Why email marketing still matters in 2025
(4:45) The foundation: How to properly segment your contact lists
(12:15) What to send your current clients (beyond market commentary)
(17:46) Structuring your emails for engagement
(23:20) What to send to your old prospects and cold lists
(27:20) The goal: Staying top of mind for future catalysts
(33:12) Rapid-fire email best practices
(41:25) Lead nurturing for active pipeline prospects
(48:45) Strategies for following up without being pushy
(50:55) Final thoughts on building systematic email workflows
Whether you're just starting with email marketing or looking to improve your current approach, this episode gives you practical frameworks for turning your contact database into a growth engine for your financial advisory practice.
#FinancialAdvisors #EmailMarketing #RIAMarketing #LeadNurturing #CraftImpact
Like this episode or have questions? Please drop a comment!
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