After months in the making, email marketing is officially live inside the Wealthy Adviser Club platform — built right alongside your social planner for one simple reason:
👉 Everything you need to grow your advisory business should live in one place.
With this update, you can now create, design, schedule, and send professional email campaigns — powered by AI — directly from your WAC dashboard.
🧠 Why We Built It
As advisers, we already use email to connect with clients — but most tools (like Mailchimp or HubSpot) are overcomplicated, overpriced, and disconnected from our day-to-day systems.
We wanted to change that.
So we built an email marketing tool designed specifically for financial advisers — one that:
✅ Keeps everything under one login
✅ Works seamlessly with your social planner
✅ Lets you send professional, branded emails in minutes
✅ Saves you hours of admin every single week
This isn’t theory — it’s built for the way advisers actually work.
📊 Step 1 – Understand Your Email Statistics
When you first open the Email Marketing tab, you’ll see an example dashboard.
Here’s what your stats will show once you start sending:
- 📬 Sent – How many emails were delivered
- 👀 Opened – How many were opened
- 🔗 Clicked – How many links were clicked
- 🗓️ Actions – How many people filled out a form, booked a meeting, or completed a CTA
These numbers tell you what’s working, what isn’t, and how to continuously improve your campaigns.
💡 Pro tip: You can always ask ChatGPT (or our built-in Custom GPT) for help analysing your results and improving open rates.
🧱 Step 2 – Create Your First Campaign
Click New Campaign in the top right corner.
You’ll see three options:
1️⃣ Choose a Template – Start with a pre-designed email layout.
2️⃣ Blank Template – Build one from scratch.
3️⃣ Import Email – Copy in your own HTML or previous campaign.
If you’re new, start with a template — it’s quick and easy.
🎨 Step 3 – Customise Your Email
Once inside the editor, you can:
- Upload your logo
- Edit the text directly
- Add images, videos, or even custom code (if you want advanced layouts)
- Change colours, fonts, and layout to match your brand
Most templates already look clean and professional — a big upgrade from the generic, text-only emails most advisers send.
💡 Tip: You can reuse your social media posts as email content.
Since both tools are in one place, it’s easy to pull across your best-performing visuals and captions.
✉️ Step 4 – Write or Import Your Content
You can either:
- Write directly in the editor, or
- Use the Custom GPT Email Generator (found on your sidebar) to instantly create an email that matches your tone, brand, and audience.
Once the AI generates your message, you can paste it into a template and tweak it.
This gives you professional, human-sounding copy — but done in seconds.
📅 Step 5 – Choose Who to Send To
When your email is ready, you’ll set up your sending preferences:
✅ Choose who to send it to — individual contacts, full lists, or by tags (like “Protection Clients” or “Remortgage Leads”).
✅ Schedule your send — pick a date and time.
✅ Batch schedule (optional) — send recurring campaigns weekly or monthly, like a Monday newsletter.
You can also segment your audience — for example:
- Life insurance clients
- Remortgage customers
- New leads
- Review reminders
This ensures your emails stay relevant and personal.
🕒 Step 6 – Save Time & Automate
This feature isn’t just about better design — it’s about saving time.
Imagine:
- Scheduling an entire month of email campaigns in one afternoon.
- Using AI to write, design, and personalise each one.
- Having your system track opens, clicks, and replies automatically.
That’s hours saved every single week — time you can reinvest in meetings, learning, or family.
💬 “There’s nothing better than getting your time back to actually do what you want to do.” — Terry
🧩 Step 7 – Future Integrations
This is just the beginning.
We’ve already got:
✅ Social Media Automation
✅ AI Post & Email Generation
✅ Domain & Contact Import
Coming soon:
🚀 F.A.C.T. automation
📲 Text and WhatsApp follow-ups
🤖 Smarter AI personalisation
We’re constantly building — and every feature is designed to make your business faster, smarter, and more efficient.
💡 Why This Matters
The Wealthy Adviser Club platform now handles:
- 🧠 AI writing & generation (emails, posts, captions, sequences)
- 📅 Scheduling (social media and email)
- 📈 Performance tracking (clicks, opens, replies)
That’s two huge parts of your business — marketing and communication — now completely automated, all in one login.
This isn’t about removing your effort. It’s about multiplying your output.
🦁 Final Thoughts
Email marketing is live — and it’s already saving advisers 4+ hours a week.
You now have:
✅ Social media done
✅ Email marketing done
✅ AI automation built-in
That’s more time to focus on your clients, your growth, and your success.
“You could schedule all your emails for the month in half a day using our custom GPT and this system.”
If you haven’t yet explored it — log in today and start building your first campaign.
As always, if you have any questions, reach out to the team inside your Wealthy Adviser Club dashboard.
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