If I were an advisor hell-bent on building a pipeline and growing AUM, I’d start with one thing: building the right email list.
In this video, I break down the three most effective tactics financial advisors can use to grow an email list full of ideal prospects—people who actually want to hear from you.
🔹 First, know your Ideal Client Profile:
Who are they?
What pain are they experiencing?
How does your value solve that pain?
Once you’ve nailed that down, here’s how to start building your list:
1. LinkedIn:
90% of your connections share their email. Use it wisely. Send personal, value-driven follow-ups to start building meaningful connections.
2. Lead Magnets:
Create and promote downloadable resources that speak to your audience’s challenges—offered in exchange for their contact info.
3. OPN (Other People’s Networks):
Partner with professionals who serve the same audience. Host joint webinars, collaborate on content, and share exposure to each other’s email lists—and trust.
💡 Whether you’re just starting or looking to scale, a high-quality email list is the foundation of effective marketing and long-term growth.
Don’t miss this roadmap to smarter prospecting and faster AUM growth.
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📩 Need help building your list or strategy? Let's connect: [Your Website or LinkedIn]
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