Constant Contact: The Tool Every Financial Planner Needs

Adella Pasos
2 min readMay 9, 2023

As a financial planner, your clients rely on you to guide them towards financial success. However, in today’s digital age, it’s not enough to simply offer your services and hope for the best. You need to be able to connect with your clients on a regular basis, and that’s where Constant Contact comes in.

Constant Contact is a powerful communication platform that allows you to stay in touch with your clients in a professional and efficient manner. With this tool, you can automate your communication, build your email list, and create professional-looking emails that will help you stand out in your clients’ inboxes.

One of the biggest advantages of Constant Contact is the ability to build and grow your email list. With the platform’s easy-to-use sign-up forms and list building tools, you can quickly grow your email list and stay in touch with your clients on a regular basis.

Additionally, Constant Contact offers a variety of professional-looking email templates that you can use to create emails that are both informative and visually appealing. You can also customize these templates to match your branding and ensure that your emails are consistent with your overall messaging.

Another key feature of Constant Contact is its reporting and analytics tools. With these tools, you can track the performance of your emails, see who is opening them, and even see who is clicking on your links. This information can help you make informed decisions about your email marketing strategy and ensure that you are providing value to your clients.

In short, Constant Contact is a tool that every financial planner should have in their arsenal. By using this platform, you can automate your communication, build your email list, create professional-looking emails, and track your performance. If you’re not already using Constant Contact, there’s no better time to sign up and start taking advantage of all the benefits it has to offer.

Ready to take your financial planning business to the next level? Sign up for Constant Contact today and start building stronger connections with your clients!



Adella Pasos

Hi! My name is Adella. I’m a business coach and consultant who helps companies grow. Subscribe to my blog for topics on business, strategy, marketing & sales.