Marianna Tymchuk

We at Stripo are preparing an article titled “Email Marketing for Financial Advisors” about how advisory firms use email marketing to build trust, strengthen client relationships, and grow their client base. We are seeking insights from Financial Advisors, Wealth Managers, and Financial Services Marketing Experts on the questions below: 1. How does email marketing typically fit into the broader marketing strategy of financial advisory firms, and which goals does it impact the most — client acquisition, client retention, or others? 2. In your experience, which types of email campaigns (for example, market updates, financial planning tips or advice, educational newsletters, client success stories, etc.) generate the strongest engagement and long-term client relationships in the financial sector, and why? 3. What personalization and segmentation tactics work best for financial audiences? Which data points make the biggest difference in engagement and conversions? 4. Which email builder features, such as modular design, reusable blocks, dynamic content, or interactive elements, are most valuable for financial advisors, and why? 5. What common mistakes do financial advisors make in their email campaigns, and how can they fix them without significantly increasing their budget? You may answer any or all questions. Short, focused responses are welcome, too. Please include your full name, title, company, headshot, and website link.