Why Every Financial Planner Should Be Using Constant Contact

Adella Pasos
2 min readMay 9, 2023


If you’re a financial planner, you’re probably always looking for ways to better connect with your clients and grow your business. One of the most powerful tools at your disposal is Constant Contact. Constant Contact is an email marketing and communication platform that can help you stay in touch with your clients, automate your communication, and build your business. In this blog post, we’ll explore why every financial planner should be using Constant Contact.

Stay connected with clients

Constant Contact makes it easy to stay connected with your clients. You can use the platform to send newsletters, updates, and other important information to your clients on a regular basis. This helps to keep you top of mind and reinforces the value you provide.

Automate your communication

One of the biggest benefits of Constant Contact is that you can automate your communication. For example, you can set up email campaigns that are triggered by specific actions or events, such as a client signing up for a new service or a client’s birthday. This saves you time and helps to ensure that your communication is consistent and timely.

Build your email list

Constant Contact also allows you to build your email list. You can collect email addresses from your clients and prospects, and use the platform to send targeted emails to specific groups of people. This helps you to reach the right people with the right message.

Create professional-looking emails

With Constant Contact, you don’t need to be a graphic designer to create professional-looking emails. The platform provides a range of templates and design tools that make it easy to create branded emails that reflect your business’s style and personality.

Track your performance

Finally, Constant Contact provides detailed reporting and analytics that allow you to track the performance of your email campaigns. You can see how many people opened your emails, clicked on links, and took other actions. This helps you to refine your approach and improve your results over time.

In summary, if you’re a financial planner, Constant Contact is an essential tool that can help you to grow your business and better connect with your clients. Sign up today to start reaping the benefits.

Sign up for Constant Contact today to start improving your communication with clients and growing your financial planning business.



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.