7 Things My Most Successful Emails Do To Get More Clients episode artwork

EPISODE · Feb 16, 2026 · 18 MIN

7 Things My Most Successful Emails Do To Get More Clients

from Financial Advisor Marketing Podcast

I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.  I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to explain their success.  And, at the end of the day, I came up with 7 things that my most successful emails do. If you want to get more clients from your emails, it's as simple as listening to this episode, and making sure your emails have all 7 ingredients.  Listen now.  Show highlights include: The "Remove Dirt" marketing secret that unlocks twice the amount of clients for half of the work (1:38)  7 ingredients I'd include if I were designing an email marketing campaign for financial advisors with my life on the line (5:02)  Why emails that attempt to educate or provide value always get pummeled by this type of email almost nobody tells you to send (5:16)  One word that you should almost NEVER use in your emails because it can only scare away your best prospective clients (and a simple way to reframe the theme so your audience is receptive to it) (6:43)  The weird way listing your credentials and experience backfires and makes a prospective client go scroll through Facebook instead of finish reading your email (12:25)  A specific way to phrase your call-to-action in an email that makes it irresistible for qualified prospects to disobey (15:54)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

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7 Things My Most Successful Emails Do To Get More Clients

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This episode is 18 minutes long.

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This episode was published on February 16, 2026.

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I recently analyzed a few hundred of my best performing emails that I sent to financial advisors last year for my Inner Circle members.  I went through them with a fine-tooth comb to analyze the patterns, similarities, and anything I could find to...

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