Campaign Monitor for Financial Advisors

Campaign Monitor for Advisors

David Cesarini, BA, FMA

April 21, 2010

Cesarini.caCesarini.ca

Why Campaign Monitor?

• Email newsletters to client, prospects– Advisory practice news, events, service

upgrades– Investment commentary– Customer feedback surveys

Where to Start?

• Build message

• Select recipients

• Analyze results

Building Your Message

• Shorter, More Frequent Contact• Regularly scheduled, plus proactive messages

• Customize• Add custom name fields

• Multimedia, Interactive• Graphics, photos, videos• Not just charts

• Call to action• Ask readers to continue reading on your website

(use link)

Selecting Recipients

• Email• group messages based on campaign• client, prospect, life stage, demographic

• Social Media• publish links on Facebook, Twitter, LinkedIn• add public messages to your corporate blog

Analyze Results

• Key metrics– Replies, clicks, opens

• Improve results– Review message content

• Relevance: timeliness, clarity, benefit

– Review recipients

Internet Marketing Workshop

• Want some hands-on training? – See the selection of workshops at

Workshop.Cesarini.ca