EPISODE · Sep 14, 2026 · 26 MIN
The 3 Best-Performing Emails I've Ever Sent
from Financial Advisor Marketing Podcast
I have tested millions of different emails over the years. And that's not a figure of speech: I've literally sent millions across my list that I have that I operate personally, across campaigns that I've seen inside financial advisors' businesses, and emails that I have privately written for them when I was doing coaching. And you know what? I've stumbled on three types of emails in particular that always outperform every other type. And so, that's what you'll discover in today's show: The 3 best-performing emails financial advisors can use to knock off their competition, create deep bonds with your email list, and fill up your calendar with your ideal prospects. Listen now. Show highlights include: The worst email metric to optimize for (because it's usually inversely related to making money from your emails!) (1:38) The "Stream of Consciousness" email that can easily be written in 30 minutes and can fill your calendar with high-quality appointments (5:24) A behavioral economist's secret to creating a persuasive "itch" in your prospective clients' brain that they can't help to scratch by taking the next desired step (8:03) My #1 favorite type of email (and why I don't recommend you use it if you're a beginner) (8:42) Here is the single most reliably effective way to write emails as a financial advisor to fill your calendar and make prospective clients only want to hire you (12:23) The scientific reason that stock market commentary emails make your prospective clients sprint to your nearest competitor (15:45) An overlooked way to start an email that instantly puts readers into the "action" and on the edge of their seat leaning in to learn more (16:49) This email type is, pound-for-pound, the most profitable email financial advisors can wield (17:45) The 4-step formula for "twisting" your prospective clients' biggest objections into a reason they hire you over another advisor (19:43) 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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The 3 Best-Performing Emails I've Ever Sent
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