Should financial advisers use email nurture for leads?

Quick answer

Should financial advisers use email nurture for leads?

Yes. A 30-90 day email nurture sequence typically recovers 15-30% of "no show" and "not ready now" leads into booked fact-finds at near-zero marginal cost.

Email nurture is one of the highest-ROI additions to a UK IFA lead generation system. A structured 30-90 day sequence (welcome, education, case studies, specific offers, soft CTA) applied to unqualified and "not ready" leads typically recovers 15-30% back to booked fact-finds. Marginal cost is near zero relative to paid media. Good firms automate this via HubSpot, ActiveCampaign or their adviser CRM.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.