Hey, Financial Advisors! Retain More Clients with Your Digital Edition

When you’re a financial advisor, you know that your long-term success depends heavily on the strength of your client relationships. It’s important to not only establish rapport early on, but also to maintain solid connections with your customers. Otherwise, you never know when you’ll be hit with an unexpected ACAT.

That’s why it’s essential for you to be proactive, checking in regularly and consistently offering value to your clients. Here are three ways that a customized, digital magazine from ReminderMedia can help you do exactly that.

Spice up your emails.

If you’re reading this, you’re probably already using email to keep in touch with your customers. But, if you’re only talking about finances, you’re missing out on a great opportunity to take the relationship to the next level. Why not stay top of mind with your clients by sending them dozens of delicious recipes, interesting articles, and compelling videos?

Your digital magazine from ReminderMedia will provide your customers with amazing content that they can really use. And, because each issue features your branding, they will associate you with making their lives better—making it more likely they’ll trust you with their finances for years to come.

Plus, your digital edition makes it so much easier to build and maintain client relationships. From your account interface, you can send a copy to everyone on your list. You can even include a link to each issue in your email signature, which allows your prospects and contacts to benefit from the added value of your customized, branded magazine.

If you’d like to learn more about how you can use your digital edition to step up your email marketing efforts, check out our free success guide.

Offer value on social media.


Social media continues to be one of the best ways to maintain relationships with customers, while also generating new leads. Of course, as someone working in the financial sector, you need to be 100% certain that everything you post complies with industry regulations—which can sometimes make offering value a bit tricky.

Fortunately, ReminderMedia has got you covered! Each issue of your customized magazine features a wealth of great content that will enrich your clients’ lives, but which also won’t create compliance headaches for you. Better still: your account interface makes it easy to share magazine content on the platform of your choice.

Start conversations.

Your digital edition offers tremendous value to your customers, but it’s also incredibly valuable to youas a conversation piece. Once you’ve sent your digital edition, you’ve got a built-in, organic reason for reaching out to your clients individually.

Send a follow-up email or, better yet, pick up the phone. Lead by talking to your client about what you liked from the issue, and then give them some suggestions for what you think they’d enjoy. You could also text a link to a particular piece of content, prefaced with a short message. For example:

“Hi! I know we’re both on the hunt for some quick and healthy recipes, and I thought you’d enjoy this one.”

Of course, you’ll want to personalize your messaging, based on your previous interactions with your client. By doing this, you’re showing investment in their well-being, far beyond your business interactions. This builds trust and increases the odds that this client will stick with you for the long term.

Remember: your clients chose you over your competitors because they trusted you and felt you had their best interests at heart. While your digital magazine won’t increase the value of your customers’ investments, it will provide a tangible reminder of your investment in them—making it far less likely they’ll choose to take their business elsewhere.

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