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Email Marketing for Financial Advisors

Create email campaigns on the fly to the audiences that matter most to you.

Email marketing preview

Craft branded emails without relying on a designer

With Lead Pilot, email campaigns are a cinch to create. Tailor the content for your audience and modify styling to uniquely match your brand.

Craft branded e-mails
  • Forget clunky drag-and-drop email builders or one size fits all templates, Lead Pilot’s WIZIWIG (what you see is what you get) makes customizing colors, images and more a breeze.
  • Mobile opens account for 46% of all email opens,[1] which is why every email deployed through Lead Pilot is fully responsive across all devices.
  • Automatic archiving satisfies all regulatory requirements for every email you send.

Boost open and clickthrough rates with highly personalized emails

Ensure your emails are not only seen but clicked.

Personalized e-mail creation
  • Tailor subject lines, sender names and preview text to keep your audience engaged.
  • Send immediately or schedule emails at the optimal time.
  • Cater to your contacts’ interests and their unique life stage with segmentation.

Lead Pilot helps financial advisors build high converting email marketing campaigns

Elizabeth Luna
Before Lead Pilot, I spent hours crafting newsletter content. Now, in a matter of minutes, I can create relevant and informative content and publish it to my social media channels. Thanks Lead Pilot! Elizabeth Luna Aria Wealth Management

Start sending emails today to grow and nurture your client base

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