Conversion
Should financial advisers use email nurture for leads?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
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.
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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.
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