Automate, Personalise, and Scale Your Email Outreach Like a Pro
Email marketing has long been one of the most powerful ways to connect with clients — yet most advisers still don’t use it effectively. That ends today.
We’re proud to announce that the Wealthy Adviser Club Social Media Generator now includes a fully integrated Email Marketing System — giving you the tools to send beautiful, compliant, high-converting emails directly from the same platform you already use for your social media content.
In this new training session, Terry walks through exactly how it works and how you can use it to turn your existing client base into a consistent stream of new business.
🧠 Why Email Marketing Still Works
Every adviser already has gold sitting in their database — past clients, warm leads, and existing customers who haven’t been spoken to for months (or even years).
With the new email marketing system, you can now:
✅ Reignite old client relationships
✅ Upsell life insurance, remortgages, or protection policies
✅ Run newsletters and nurture campaigns
✅ Automate review reminders or follow-ups
✅ Personalise every message for better open rates and conversions
Terry calls it “the easiest way to create appointments from the people who already trust you.”
💻 What’s Inside the New Email Marketing System
Once you log into your Social Media Generator, you’ll now see a new Email section — fully synced with your account.
Here’s what’s included:
1️⃣ Campaign Dashboard
View your email performance in real time, including:
- Total emails sent
- Open rates and click rates
- Bounces, unsubscribes, and complaints
You’ll instantly see which campaigns are working and which need refining.
2️⃣ Ready-Made Email Templates
Choose from dozens of professional templates — fully customisable for your brand.
Categories include:
- Financial & Insurance (ready to use straight away)
- Promotional offers and events
- Client follow-up and review reminders
- Newsletters and education campaigns
You can add your logo, images, links, disclaimers, and even embedded videos — or just use a plain text version if you prefer the “personal email” style.
3️⃣ Custom AI Email Generator
Built specifically for advisers, our Custom GPT Email Generator writes your emails for you.
Just answer a few quick questions about:
- Your business and brand colours
- Your target audience (e.g., families, landlords, remortgage clients)
- Your goal (e.g., sell protection, set reviews, educate, or cross-sell)
- Tone and style (professional, warm, humorous, etc.)
Then, in seconds, the system creates:
✅ 3 subject line options (using proven “pattern interrupt” psychology)
✅ Preview text
✅ Up to 3 full email versions — short, warm, or detailed
✅ A call-to-action (CTA) tailored to your business
You can then copy and paste these emails directly into the platform or use them in a sequence (for example, Day 1, Day 3, Day 5 follow-ups).
⚙️ How to Get Started
Step 1 – Connect Your Domain
Link your Outlook, Gmail, or business email domain to the system (step-by-step videos are inside the Skool classroom).
Step 2 – Import Your Contacts
Upload your database or client list. The system automatically checks for invalid emails and unsubscribes.
Step 3 – Choose or Create a Template
Select from our ready-made templates or design your own.
Step 4 – Write or Generate Your Email
Use the built-in AI Email Generator or type your own message.
Step 5 – Schedule and Send
You can send immediately or schedule emails at specific times. Just double-check your time zone settings before sending!
🪄 Smart Features You’ll Love
💬 Personalisation Tags:
Add your client’s name in the subject line and greeting automatically — a proven tactic to increase open rates.
📨 Conversation Tracking:
Every email thread and reply is logged in the “Conversations” tab, allowing you to manage all replies inside the platform.
📅 Scheduling and Drip Campaigns:
Send single blasts or multi-day sequences automatically.
📊 Data Reporting:
See what’s working — track engagement, conversions, and unsubscribes in one dashboard.
💰 Cost and Fair Usage
There’s a small delivery cost per email, charged only to cover server fees:
💲 Around $10 for 15,000 emails (less than £8 per month for most users).
It’s far cheaper than Mailchimp or HubSpot — with zero hidden fees.
SMS and WhatsApp automation are also coming soon, allowing you to send text follow-ups directly from the same platform.
🎓 Learn Inside the Classroom
Inside the Skool platform, you’ll find a full step-by-step training under:
📍 Classroom → Email Marketing Section
There are already walkthroughs on:
- Connecting your domain
- Importing contacts
- Creating templates
- Writing or importing AI-generated emails
New videos will be added this week covering:
✅ How to build an automated sequence
✅ How to personalise campaigns for different audiences
✅ How to measure and improve open rates
💬 Terry’s Takeaway
“Every adviser has hidden gold in their database. The difference between those who grow and those who don’t is simple — follow-up.
This system makes follow-up effortless. You can now send beautifully written, high-performing emails to hundreds (or thousands) of clients in just minutes — all from the same place you already manage your social media.”
🦁 For Wealthy Adviser Club Members
All existing Wealthy Adviser Club members already have access to the Email Marketing System inside the Social Media Generator.
If you haven’t logged in recently — go and explore it.
Your contacts, templates, and campaigns are ready for you to start today.
Need help? Step-by-step videos are inside the Skool classroom under Email Marketing.
🚀 Summary
- 📧 Send mass or personalised emails easily
- 🧠 Generate content instantly with AI
- 🎨 Customise your branding and templates
- 💰 Send up to 15,000 emails for under £8
- 📈 Track performance and replies in real time
The Email Marketing System is now live.
Log in, start sending, and start generating business from your back book today.
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