7th Wave Media

How often should financial professionals email their clients?

✅ As a financial advisor or professional, you always want to be touching base with your clients.

✅ However, you never want to barrage clients with emails, especially in the world of finance and investments where less is usually more.

✅ So, what’s the sweet spot for how often you should send clients your newsletter, blog, article, or other content?

✅ Thankfully, we can turn to a recent Moringstar survey for answers.

✅ In this short video, I go over those results and answer the question, how often should financial planners and professionals email their clients?

As always, if you have any questions or need help, feel free to reach out:

-Norm Schriever

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