Most accountants and financial coaches don’t prioritise email marketing to prospects.  

This is a huge mistake!  

Because when you send emails to your prospect database, and you do it well, it gets you clients.  

I know for my practice, and for many of our sharper Momentum clients, it can be one of the most profitable channels.  

But, you have to do it right.  

And to make sure that you do email marketing well, you need these 4 commitments to be in place: 

Commitment 1

Commitment to grow your database.  

The more people (prospects) who are on your database the more opportunities you have.  

You have to commit every day to make a concerted effort to grow your prospect email database. ` 

You can do this organically, through advertising, or through joint venture partnerships.  

There is no right or wrong way to build a database, as long as you get the right people in your world, and as many of them as possible.

Commitment 2

Commitment to be consistently in touch with your database.  

One email a week is good. Less than this and you will not be front of mind. More than this may result in unsubscribers, but leave you with a hot list.

Commit to writing an email at least every week. If you can’t find the time to do this then join The Content Lounge (link to TCL). There is enough content available in our content portal so you can email multiple times a week to your database.

Commitment 3

Commitment to providing huge value. 

You do not want to come across as boring or the same as every other accountant/financial coach out there.  

Think of this as a chance to build trust and differentiate yourself from your competitors.  

Share insights and content that is transformational. Steer clear of email content that is the same as you can find on the boring and traditional tax and accounting websites. 

Commitment 4

Commitment to an invitation to take the next step with you.  

There should always be a part of your emails that gets people to take the next step with you.  

It doesn’t have to be pushy or salesy.  

But it does have to be there. This is where the PS section of your emails can ensure that those who are looking for some support reach out to you when they are ready.  


If you can make these 4 commitments to email marketing, you are on the way to maximising your ROI from your marketing efforts and building the Freedom Practice you truly desire.