If you maintain a prospect list for the purpose of email drips on any kind of regular basis, how often do you send out a blast, and what kind of stuff do you send?

likesmart
Posting as :
works at
You are currently posting as works at

Very quick email (personal) every 2 months.

like

I send firm material once a quarter - Investment Strategy Quarterly. I am too lazy to try and create something and have compliance approve it for the size of my drip list.I call (and email if they don't answer) every six months.I need to do something better though. I feel my follow-up is lacking as it seems most are LONG drips (some been dripping on 3+ years).

like

I have a large drip list that I try to e-mail every few weeks. Blog posts, articles I find, portfolio updates, economic updates, etc.

like

I send Marketing on Demand (monthly), this is not personalized. I also send “after the close” on days of extreme volatility. This has a more personalized feel to it.

"Monthly" update every 4 months -so far no one has commented about the frequency or lack there of

I send 8 email newsletters a year. Sent one out Tuesday morning at 4am.

Related Posts

Which SF neighborhoods to consider? Lady 🐠 looking for safe 1br with public transit / walking accessibility to FiDi and not far from SFO. Hoping to spend $3k-$3300, but could go up to $3500.

like

Folks can someone share recommendations for a trusted movers and packers to move from Chicago to Bay Area?

like

Joining Deloitte in 2weeks. What Deloitte send laptop, do they send extra monitor, keyboard and mouse? Or does it need to be purchased using $1000 productivity subsidy? And do we need to use Amex card to purchase and then reimburse?

like

Welcome to the bowl

like

bought doge about a month ago for shits and giggles. TO THE MOON!!!!!

like

What’s VCCP’s reputation? Would it be considered a top creative shop?

like
like

Yin and yang

Post Photo
likefunny

Looking for some pay range information. I’m a national manager for a home health type setting for Neurodiagnostics. I run 2 departments (EEG technicians and EKG technicians) I have 7 direct reporting managers below me and 100 technicians who umbrella under them and they are scattered across the US. Im in charge of monthly reporting, hiring/firing, assist with recruiting/forecasting where we are having growth, mentor, coaching for development, oversee unit and supply inventory, cont in comments

like

Ladies, do you ever correct students when they write your name as "Mrs"? Do you care? 😂

likehelpful

When you tell your manager you are unhappy and they are excited that you are putting your notice and don't try and make any changes b/c the new person/persons they are lining up will just cleanup and make it better.

Then, they get here and you are left to train them on everything you do and your manager keeps saying "I owe you an apology" because they didn't realize how taxing and mind wrecking most processes you handled were... welcome to corporate

like

What are your tips on convincing a fellow employee not to switch agencies? I really don't want to compete with them

like

Belly rubs please

Post Photo
like

Looking for C++ developers for India Bangalore location. Please reach out if interested or refer your friends to me.

like

Is BNY strictly following hybrid model currently? How many days in a week or month are compulsory to WFO.? Asking i I will be a new joinee in few days

like

For long-term career growth and opportunities, what I should choose between Operations Finance at Amazon and B4 Audit?

like

So recently started at Dell. Anyone care to share what a typical IC-8 base salary is within product/marketing? Received an offer from a competing company right after starting at Dell and it was a pretty significant difference. Just wondering if I made the right career choice.Dell

like

How do you know if you're being passed over because you're "overqualified"? I'm not taking about people who apply to jobs that they're clearly not qualified for

like

Additional Posts in Financial Advisors

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

like

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

like

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

like

Anyone ever feel like having a career in consulting is effectively sacrificing the best parts of your life, or what could be the best parts of your life?

like

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

like

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

like

Has anyone built a Client Advisory Board?

like

What's a good way for clients to bring referrals to events and seminars?

like

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

like

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

like

What are some of your “schooling the client” moments?

like

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

Has anyone used Smart Asset for lead generation?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

likehelpful

When emailing someone for an interview for the first time do you address them by Mr/Mrs last name or by their first name?

like

Looking for a TPA in Houston. Any recommendations?

like

I just finished the book I was reading. What should I read next?

like

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

like

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal