Building Trust in the Inbox: An Email Playbook for Financial Advisors with Adri Kopp

 

tune in now!

 
 

In this episode of The Finance Marketing Podcast, Hillary sits down with Adri Kopp, an email marketing specialist and co-founder of Inbox Academy, to talk about why email remains the most powerful trust-building tool available to financial advisors and how to use it strategically. 

Adri breaks down the real minimum email cadence advisors should be sending (it's more than you think), why low open rates are actually a sign to email more rather than less, and why personality-driven, behind-the-scenes content is starting to outperform pure education in a world flooded with AI-generated content. 

She and Hillary also dig into what actually makes a subject line "open-worthy," the biggest mistakes people make with curiosity-based subject lines, and why treating your client list and your leads list the same way could be hurting your results. Tune in for a masterclass on building trust in the inbox, one email at a time.

CONNECT WITH ADRI:

To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.

Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

We always appreciate reviews on Apple Podcasts!

Previous
Previous

How AI Can Make You a More Human Financial Advisor with Matt Halloran

Next
Next

Are You the Bottleneck in Your Own Advisory Practice? with Nathan Parkhouse