Email List Building Strategies for Financial Advisors

A step by step guide to building an email database of warm qualified leads who will buy from you!
Rating: 3.9 out of 5 (18 ratings)
2,910 students
Email List Building Strategies for Financial Advisors
Rating: 3.9 out of 5 (18 ratings)
2,910 students
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
10 sections • 22 lectures • 42m total length
  • Introduction to Email Marketing
  • Applications of Email Marketing
  • Advantages of Email Marketing
  • Email List Building Strategy 1
  • Email List Building Strategy 2
  • Business Networking Tips
  • Email List Building Strategy 3
  • Email List Building Strategy 4
  • Email List Building Strategy 5
  • Email List Building Strategy 6
  • Email List Building Strategy 7
  • Email Marketing Best Practices
  • Email Automation Software 1
  • Email Automation Software 2
  • Email Automation Software 3
  • Email Automation Software 4
  • Email Automation Software 5
  • Building Positive Brand Value
  • 7 Email List Building Strategies - Review
  • Applications of Email Marketing - Review
  • Training Objectives - Review
  • Conclusion

Author, Coach, Trainer and Speaker
Scott Chong
  • 4.2 Instructor Rating
  • 26 Reviews
  • 3,715 Students
  • 2 Courses

Scott is recognized as one of the foremost expert in insurance and investment planning in the Asia. He has more than 2 decades of award winning experiences in the financial services industry and has been awarded most of the industry’s top awards.

He is also a highly sought after as a speaker, trainer and curriculum design specialist and have been consulted by numerous banks, insurance companies and financial institutions throughout Asia

He has coached hundreds of agency leaders built their own million dollar agencies and has trained thousands of agents in the area of sales, motivation and leadership. Many of them have gone on to achieved Million Dollar Round Table (MDRT) as well as Court of the Table (COT).