75 Email Subject Lines For Financial Advisors [2024]

Pat Walls

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Updated: May 10th, 2022

75 Email Subject Lines For Financial Advisors [2024]

Email marketing can be difficult. Where do you start? How do you reach your audience? What should go into each email?

These are the questions that many financial advisors ask themselves when setting up their first email marketing campaign.

Email marketing is a powerful tool to build relationships with prospective and existing clients - but without a great subject line, your emails may not be getting the attention they deserve.

In this article, we provide you with 75 Catchy Email Subject Lines for financial advisors that will boost open rates.

Let's dive in!

Popular Financial Advisors Email Subject Lines

Tinder for investing?
I'm an advisor, what's your financial plan?
How can a book help me become the investor I want to be?
Please keep this personal…
You'll want to hear this
Let's have a coffee
Nothing ventured, nothing gained
Is your financial advisor doing this?
How we grew from $0 to $700k/month revenue with no prior knowledge
Personal finance advice, how does it work?
How not to stress about money?
Let's play some Monopoly...with real money
Your financial security is important…
Do you have a financial plan?
Thinking about planning for your retirement?
It's important to talk about money
How can I help?
Free money for financial advisors?
Lazy to find a financial advisor?
Feeling flustered about retirement?
Thinking of selling your home?
How would you like a financial mentor?
Meet Your New Financial Partner
How are those stocks doing?
May I Send You Timely and Relevant Information?

Catchy Financial Advisors Email Subject Lines

Hi [firstname], I just wanted to check in on your finances.
A few tax perks you may be overlooking...
Looking for your Money Answer? We found it
If you have $$, this is what you should do with it
How do you find the right financial advisor for you?
Time to reevaluate your finances?
Want to get rich?
I have a great investment idea!
How much time do you have for your finances?
Time to talk about money.
Just wanted to make sure you saw this
Your bank just cut my savings rate in HALF. Is that legal?
Financially Free. Let's get there together.
Here's how to get your finances back on track
Would you like to pay less tax?
You've got a promising career, a home of your own, and twins
Looking for financial advice?
Can you help with investing?
The guy next door made $26,000 extra last year.
How much should I save each month to live the life I want?
Financial Repairs someone will take care of.
How to pay off your student loans
Are you there yet?...
Who's Your Advisor?
Do you have more than one advisor?

Unique Financial Advisors Email Subject Lines

Are you paying too much for your investment fees?
There's a new Fintech company you need to know about
How I Saved $20,000 Last Year
We can help manage your money
Are you paying too much for your investment fees?
Dude, what's the financial situation this month?
Think one-on-one financial advice is only for the rich? Think
Need Financial Advice? We help thousands of people do their own thing, without
Millions of people don't have a financial advisor. Perhaps you aren't
I'm sure your retirement goals are important. Let's speak
How confident are you in retirement planning?
How to Make Your Kid Rich
Meet the financial advisor that works with your company.
You told us you want a better financial advisor...
Hi, I'm calling to discuss the best financial options available
What if I told you there's a better way to manage your money?
Time to face your money
How to be a financially successful
There's an exciting new partnership opportunity in your area this Saturday!
You can retire in 12 years
Are you getting your fair share from your financial advisor?
You're invited to a free investment workshop
Your retirement plan is more important than you think.
How to Start Investing - A Guide for Newbies
The smartest way to wrap up this month...

Financial Advisor Email Template Examples

Here are a couple of great examples of financial advisor email templates you can use.

Quiz Type Email To Catch Attention

title=How investment savvy are you? Hey [Name],

Rate your answers on a scale of 1 – 5 and total your scores at the end.

I know exactly how much money I need when I retire to maintain my current lifestyle
I have a plan for retirement and am completely on track to achieve my goals
If I should pass away I am confident my spouse will be ready to manage the finances

Thanks,

[Your Name]

Source

Financial Checklist Email

title=The things you should take note... Dear [Name],

I’m often asked, “What are the 5 most important steps to achieving financial security?” So I decided to share it with all of you. While these aren’t the only things you can and should do they are certainly the first steps and should become the foundation of a successful financial plan.

Make sure you can check off everything on this list:

List 5 key items for example:

Reduce your debt to ____% of your total net worth
Increase your 401 K contributions to ____
Have a 3, 5 and 10 year plan ____

Regards,

[Your Name]

Source

Referral For Financial Advisors Cold Email

title=Let Me Introduce Myself Hi [first name],

My name is [your name] and I head up business development efforts with [your company]. We recently launched a new platform that [one sentence pitch].

I am taking an educated stab in the dark here, however, based on your online profile, you appear to be an appropriate person to connect with ... or might at least point me in the right direction.

I’d like to speak with someone from [company] who is responsible for [handling something that's relevant to my product].

If that’s you, are you open to a fifteen-minute call on _________ [time and date] to discuss ways the [company name] platform can specifically help your business? If not you, can you please put me in touch with the right person?

I appreciate the help!

Best,

[Your Name]

Source

Personal Message Email

title=It's been a long time... Dear [Name],

You know I’ve been hearing and reading about this recession but when I went to the mall with my family this past weekend we couldn’t even find a parking spot! I thought if everyone is struggling then why is the mall full of shoppers???

This article really helped clarify this new phenomenon and thought it would clear things up for you too….

Thank you,

[Your Name]

Source

Cold Selling Email

title=My Friend Hey [first name],

I hope this email finds you well! I wanted to reach out because [explain how we got their contact information and how we relate to them: talked to a colleague, saw your company online, etc.].

[Name of company] has a new platform that will help (your team at) [organization name]. [One sentence pitch of benefits]. We do this by:

Benefit/feature 1
Benefit/feature 2
Benefit/feature 3 (optional)

Let's explore how [name of your software] can specifically help your business. Are you available for a quick call [time and date]?

Cheers,

[Name]

Source

GUIDE: How To Write A Great Subject Line

As we mentioned above, crafting a catchy subject line is critical to the performance of your email campaign.

While just a few words may seem like a small piece of your overall message, this is the first impression your audience will have before they decide whether to open your email.

If your subject line isn't engaging or appealing enough, there's a chance it could get buried in your reader's inbox.

Let's go over the proven tips on how to craft a subject line that boosts engagement:

What makes a great subject line?

First, let's discuss the fundamentals of creating a great subject line:

Spark interest and curiosity
A clear and urgent call to action
An offer/intriguing discount
Personalization (this can be done by sending out different versions of emails to subscribers based on their preferences)
Relevance - make sure your subject line covers the current trends and topics within your industry

5 Tips To Crafting a Great Subject Line

Now, let's dive into the specifics of how to create a great subject line for your next campaign:

1. Use a familiar sender name

Although this may seem obvious, it's a piece many marketers miss the ball on.

Your readers want to feel like your email is coming from a human and not a corporation or automated system.

One of the easiest and most effective ways to do this is by changing the sender's name to YOUR name or someone in the company that is well known.

Here's a great example of this from Marketing Examples

Pro Tip

Avoid the "no-reply" sender name at all costs. This makes your email feel unfamiliar, unapproachable, and less personable.

2. Keep your subject short and to the point

If your subject line is too long, it will get cut off, which could impact your reader's chances of opening your email.

The rule of thumb (for both mobile and desktop) is to keep your subject line under 50 characters.

3. Add personal touches to your subject line

If you have access to information about your subscriber (ie. name, location, etc), you can use this to benefit your subject line and catch your readers attention.

It's important not to go overboard here, but adding even the simplest touch such as their name can build trust and rapport.

Here's a great example of a personalized email + offer I received from BarkBox with my dog's name in the subject line:

4. Avoid making any false promises

Your subject line makes a commitment to your reader, so it's important you don't stretch the truth just to simply get more opens and clicks.

In the grand scheme of things, making false promises will end up hurting your open rate as your readers will lose trust in you.

5. Give them a sneak peek of what's inside

Telling your subscriber what is inside helps with open and clicks.

For example, if you're providing your reader with a free guide or e-book, consider making your subject line something along the lines of:

"Your FREE marketing e-book awaits!"

Conclusion

If you want your email campaign to perform well, it all starts with your subject line.

Think about the emails you receive in your inbox and what makes you click vs what gets buried - odds are, the same habits go for your customer.

We hope you enjoyed our guide + list of 75 email subject lines for financial advisors [2024].

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Pat Walls