Email Marketing for Accountants & Financial Services

Use email to stay connected to existing clients and expand your reach to new ones. Access content ideas, examples, tips and success stories from other financial service businesses that will show you how.

Ideas for Your Next Email Campaign

Share financial news, tips and trends with your commentary to stay connected to clients and drive email sharing.

Announce upcoming events to stay top of mind and drive participation.

Offer an incentive (e.g., entry into a raffle) for clients to provide a referral. Include an overview of your services and testimonials.

Announce a client appreciation event to build connections to clients and inspire referrals.

Provide answers to common questions from prospective and current clients to remind clients of your expertise, drive loyalty and referrals.

Accounting & CPA Email Marketing Downloadable Guide

See how to put them to work

Download the PDF

Template Design Tips

Get visual inspiration & tips to help you create emails that get opened, read, and clicked.

See Tips

Accounting & CPA Email Marketing Newsletter Example

Template: News/Update

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