Email Marketing as a Retention Tool for Finacial Advisors

Cass Polzin
3 min readSep 26, 2020

Digital marketing isn’t just about selling to new clients. It can also be an extremely powerful tool for retaining clients. In order to maintain a positive client relationship, it’s important to stay top-of-mind for your clients without pestering them.

Today, people get bombarded with emails, as they send and receive hundreds every day. You don’t want to add to the growing list of spam emails in their inbox. Instead, you need to cut through the clutter and deliver true value to your current, past, and potential clients.

Cass Polzin

Gen Z Marketer Passionate About Communities