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Communications Resource Center

Communication support for your advisor base. Learn more

Onboarding - New to Marketing

(13) Bamboo: Engage


Date Sent: 14 weeks after subscribing to Bamboo

Audience: Marketing Subscribers | Learn more about audiences

Description/Overview:

This email builds upon the example marketing strategy referenced in email 11 and 12, sharing tips on how to effectively engage with clients that are already obtained. This email also includes some marketing pro-tips on 5 Ways to Perfect Client Outreach and Maximize Engagement, a recap of the previous email in the series, and a teaser for the next and final one.

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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.