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How do I nurture financial leads with email?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

How do I nurture financial leads with email?

Send 5-7 value-led emails over 14-21 days: education, case study, calculator, adviser intro, FAQ, objection handler, CTA. Compliance-approved copy, clear unsubscribe.

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Sequence skeleton

  1. Day 0: welcome + relevant guide
  2. Day 2: client case study
  3. Day 5: calculator / tool
  4. Day 8: meet the adviser
  5. Day 12: FAQ
  6. Day 16: objection handler
  7. Day 21: final CTA with calendar link

Compliance

Each email is a financial promotion - approve and log in promotion register. Maintain 12-month retention on consent and engagement data.

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Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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