Email marketing remains a cornerstone for financial advisors to connect with clients and prospects, share updates, and strengthen relationships. However, new rules put into effect by email giants Google and Yahoo in February 2024 are reshaping how bulk email senders

Picture this: a potential client with a substantial portfolio and complex financial needs—we’ll call her Sarah—is seeking a financial advisor. Intrigued by a referral from a colleague, she decides to conduct a quick online search for the advisor before scheduling