Guest Columnist Sara Grillo

Great guidance on how to use a powerful tool most advisors ignore.  Social media is your ace in the hole. Advisors should implement Sara's strategies and eliminate "I'm a fiduciary" form their emails.

Great suggestions! Advisors will often tell me, "I don't like email newsletters" but it's not about what you like!

People can opt-out and it's not a personal affront; just a matter of choice!

Five fully pregnant email subject lines and how they make investors open your RIA newsletter

Sara Grillo

<p>The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them.</p> 

<p>Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.</p>

Women of Wealth Management

A standout attn: line is a must to get clicks and reads yet often gets treated as optional

Five fully pregnant email subject lines and how they make investors open your RIA newsletter

Jeff Spears

April Rudin

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