{"id":13469,"date":"2025-01-15T09:00:51","date_gmt":"2025-01-15T17:00:51","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=13469"},"modified":"2026-03-18T15:07:24","modified_gmt":"2026-03-18T22:07:24","slug":"email-frequency-rate","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/email-frequency-rate\/","title":{"rendered":"How Often Should Financial Advisors Send Emails? (With 4 Questions To Determine Frequency)"},"content":{"rendered":"<p data-start=\"257\" data-end=\"309\"><strong data-start=\"311\" data-end=\"435\"><a href=\"https:\/\/fmgsuite.setupwp.io\/features\/email\/\" target=\"_blank\" rel=\"noopener\">Email is the top communication channel for financial advisors to connect with clients<\/a>\u2014but how often should you hit send?<\/strong> This guide helps you determine the ideal email frequency using four key questions and proven best practices.<\/p>\n<h2 data-start=\"546\" data-end=\"599\">Why Email Frequency Matters for Financial Advisors<\/h2>\n<p data-start=\"601\" data-end=\"766\">According to the <a href=\"https:\/\/go.ycharts.com\/how-can-advisors-better-communicate-with-clients\" target=\"_blank\" rel=\"noopener\">YCharts Client Communication Survey<\/a>, email is the preferred method of communication for most clients. Frequent and thoughtful messaging helps boost:<\/p>\n<ul data-start=\"768\" data-end=\"836\">\n<li data-start=\"768\" data-end=\"786\">\n<p data-start=\"770\" data-end=\"786\">Client retention<\/p>\n<\/li>\n<li data-start=\"787\" data-end=\"814\">\n<p data-start=\"789\" data-end=\"814\">Brand trust and authority<\/p>\n<\/li>\n<li data-start=\"815\" data-end=\"836\">\n<p data-start=\"817\" data-end=\"836\">Referral generation<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"838\" data-end=\"936\">Regular emails ensure your clients don\u2019t forget you while making them feel confident in your guidance.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-51022 size-large aligncenter\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2017\/02\/image1-1024x354.png\" alt=\"YCharts Client Communication Survey\" width=\"840\" height=\"290\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2017\/02\/image1-1024x354.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2017\/02\/image1-300x104.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2017\/02\/image1-768x266.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2017\/02\/image1.png 1486w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/p>\n<h2 data-start=\"938\" data-end=\"991\">Recommended Email Frequency for Financial Advisors<\/h2>\n<p data-start=\"993\" data-end=\"1104\">With over 4 billion daily email users, email marketing remains a powerful tool. Here&#8217;s what current stats show:<\/p>\n<ul data-start=\"1106\" data-end=\"1244\">\n<li data-start=\"1106\" data-end=\"1157\">\n<p data-start=\"1108\" data-end=\"1157\"><strong data-start=\"1108\" data-end=\"1128\">33% of marketers<\/strong> send weekly emails <a href=\"https:\/\/blog.hubspot.com\/marketing\/email-marketing-stats\" target=\"_blank\" rel=\"noopener\">(HubSpot)<\/a><\/p>\n<\/li>\n<li data-start=\"1158\" data-end=\"1190\">\n<p data-start=\"1160\" data-end=\"1190\"><strong data-start=\"1160\" data-end=\"1190\">26% send several per month<\/strong><\/p>\n<\/li>\n<li data-start=\"1191\" data-end=\"1244\">\n<p data-start=\"1193\" data-end=\"1244\"><strong data-start=\"1193\" data-end=\"1218\">Almost 50% of clients<\/strong> want more advisor contact<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1246\" data-end=\"1368\"><strong data-start=\"1246\" data-end=\"1270\">Suggested frequency:<\/strong> At least <strong data-start=\"1280\" data-end=\"1298\">once per month<\/strong>, up to <strong data-start=\"1306\" data-end=\"1323\">once per week<\/strong>. Avoid spamming, but don\u2019t go silent either.<\/p>\n<h2 data-start=\"1375\" data-end=\"1429\">4 Questions to Determine Your Ideal Email Frequency<\/h2>\n<h3 data-start=\"1431\" data-end=\"1458\">1. What Are Your Goals?<\/h3>\n<p data-start=\"1460\" data-end=\"1654\">Are you building loyalty or converting leads? Your goals will shape both <a href=\"https:\/\/fmgsuite.setupwp.io\/features\/content\/\" target=\"_blank\" rel=\"noopener\">content<\/a> and cadence. For retention, send consistent, branded updates. For lead gen, aim for more strategic, timely sends.<\/p>\n<h3 data-start=\"1656\" data-end=\"1700\">2. What Type of Content Are You Sending?<\/h3>\n<p data-start=\"1702\" data-end=\"1741\">Send valuable, educational emails like:<\/p>\n<ul data-start=\"1743\" data-end=\"1819\">\n<li data-start=\"1743\" data-end=\"1762\">\n<p data-start=\"1745\" data-end=\"1762\">Market commentary<\/p>\n<\/li>\n<li data-start=\"1763\" data-end=\"1788\">\n<p data-start=\"1765\" data-end=\"1788\">Financial planning tips<\/p>\n<\/li>\n<li data-start=\"1789\" data-end=\"1804\">\n<p data-start=\"1791\" data-end=\"1804\">Event invites<\/p>\n<\/li>\n<li data-start=\"1805\" data-end=\"1819\">\n<p data-start=\"1807\" data-end=\"1819\">Blog updates<\/p>\n<\/li>\n<li data-start=\"1805\" data-end=\"1819\"><a href=\"https:\/\/fmgsuite.setupwp.io\/insights\/how-to-write-a-financial-advisor-newsletter\/?_gl=1*16mr5b8*_gcl_au*MTc4MjM3NjQ4NC4xNzQ0NzM4NDQ3LjIwNjgyMzY3NDUuMTc1MDk1NjQ4Ni4xNzUwOTU5NDY0\" target=\"_blank\" rel=\"noopener\">Newsletters<\/a><\/li>\n<\/ul>\n<p data-start=\"1821\" data-end=\"1875\">If content is rich and relevant, once a week can work.<\/p>\n<h3 data-start=\"1877\" data-end=\"1909\">3. Who Are Your Subscribers?<\/h3>\n<p data-start=\"1911\" data-end=\"1929\">Segment your list:<\/p>\n<ul data-start=\"1931\" data-end=\"1990\">\n<li data-start=\"1931\" data-end=\"1954\">\n<p data-start=\"1933\" data-end=\"1954\">Clients vs. prospects<\/p>\n<\/li>\n<li data-start=\"1955\" data-end=\"1990\">\n<p data-start=\"1957\" data-end=\"1990\">Opt-in subscribers vs. cold leads<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1992\" data-end=\"2055\">Engaged subscribers expect and appreciate more frequent emails.<\/p>\n<h3 data-start=\"2057\" data-end=\"2091\">4. What Do Your Analytics Say?<\/h3>\n<p data-start=\"2093\" data-end=\"2130\">Track metrics to avoid email fatigue:<\/p>\n<ul data-start=\"2132\" data-end=\"2237\">\n<li data-start=\"2132\" data-end=\"2161\">\n<p data-start=\"2134\" data-end=\"2161\"><strong data-start=\"2134\" data-end=\"2148\">Open rate:<\/strong> Aim for 20%+<\/p>\n<\/li>\n<li data-start=\"2162\" data-end=\"2199\">\n<p data-start=\"2164\" data-end=\"2199\"><strong data-start=\"2164\" data-end=\"2187\">Click-through rate:<\/strong> Aim for 5%+<\/p>\n<\/li>\n<li data-start=\"2200\" data-end=\"2237\">\n<p data-start=\"2202\" data-end=\"2237\"><strong data-start=\"2202\" data-end=\"2223\">Unsubscribe rate:<\/strong> Keep below 3%<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2239\" data-end=\"2274\">Let your data guide your frequency.<\/p>\n<h2><strong><img decoding=\"async\" class=\"aligncenter wp-image-57643 size-large\" src=\"https:\/\/insights.fmgsuite.com\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-1024x497.png\" alt=\"Ask These Questions to Determine Your Ideal Email Marketing Frequency\" width=\"840\" height=\"408\" srcset=\"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-1024x497.png 1024w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-300x145.png 300w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-768x372.png 768w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-1536x745.png 1536w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384-350x170.png 350w, https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/wp-content\/uploads\/2023\/01\/Ask-These-Questions-to-Determine-Your-Ideal-Email-Marketing-Frequency-e1713453581384.png 1920w\" sizes=\"(max-width: 840px) 100vw, 840px\" \/><\/strong><\/h2>\n<h2 data-start=\"2281\" data-end=\"2320\">Test, Evaluate, and Adjust Over Time<\/h2>\n<p data-start=\"2322\" data-end=\"2470\">Start with a set schedule, then refine. Check email analytics monthly and ask for client feedback. You\u2019ll learn quickly what works and what doesn\u2019t.<\/p>\n<p data-start=\"2322\" data-end=\"2470\">\n    <div class=\"callout-box-wrapper\">\n        <div class=\"callout-box\" style=\"border-radius: 20px; padding: 20px 50px; background-color: #D5E1FF; text-align: center;\">\n            <h2 style=\"margin-bottom: 10px;\">Want to Boost Engagement With Smarter Emails?<\/h2>\n            <p style=\"margin-bottom: 20px; font-size: 18px; color: #333333;\">Poor communication is the #1 reason clients leave financial advisors. Our proven tools, templates, and content make it easy to stay connected and build trust with every send.<\/p>\n            <a href=\"https:\/\/fmgsuite.setupwp.io\/marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; padding: 10px 20px; background-color: #2D69FF; color: white; text-decoration: none; margin-bottom: 25px;\">FIND OUT MORE HERE<\/a>\n        <\/div>\n    <\/div>\n<p><!-- This site is converting visitors into subscribers and customers with OptinMonster - http:\/\/optinmonster.com :: Campaign Title: Email Marketing WP --><\/p>\n<h2 data-start=\"2477\" data-end=\"2523\">FAQs About Financial Advisor Email Strategy<\/h2>\n<h3 data-start=\"2525\" data-end=\"2579\">How often should financial advisors email clients?<\/h3>\n<p data-start=\"2581\" data-end=\"2714\">Most advisors should send emails at least once per month, with a maximum of once per week depending on audience engagement and goals.<\/p>\n<h3 data-start=\"2716\" data-end=\"2760\">What\u2019s the best type of content to send?<\/h3>\n<p data-start=\"2762\" data-end=\"2896\">Educational content such as market updates, financial planning tips, and blog links generally performs best and supports client trust.<\/p>\n<h3 data-start=\"2898\" data-end=\"2948\">How can I tell if I\u2019m sending too many emails?<\/h3>\n<p data-start=\"2950\" data-end=\"3063\">Monitor unsubscribe and open rates. A sudden drop in opens or spike in unsubscribes suggests it\u2019s time to adjust.<\/p>\n<h3 data-start=\"3065\" data-end=\"3100\">Should I segment my email list?<\/h3>\n<p data-start=\"3102\" data-end=\"3211\">Yes. Separating clients from leads or cold contacts allows you to tailor frequency and content to each group.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Email is the top communication channel for financial advisors to connect with clients\u2014but how often should you hit send? 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