Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder, we provide flexible, compliance-approved content solutions for financial service firms to help retain clients and generate leads.

Every Monday we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• Turn hello’s into dough with drip sequences

• Steal this email template to ask for reviews

• More Collaboration Means More Referrals

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LINKS WORTH A LOOK

🗣️ Marketing News & Insights

• How Fortune is using Reddit to drive traffic (LinkedIn)

• Steal this email template to ask for reviews (ExitFive)

• How to diagnose an unexpected drop in open rates (Inbox Collective)

💼 Industry News & Insights

• More Collaboration Means More Referrals (FA-Mag)

• Compliance Professionals Using AI, Though Yet To See Results: Study (WealthManagement)

• Thinking Long Term, Communicating Short Term (Advisor Perspectives)

🤔 Honorable Mentions

• Why AI Search Could Break The Web (MIT Tech Review)

• How She Built a Newsletter into a 7 Figure per Month Business (Growth in Reverse)

• What Advisors Need From Tech in 2025 (VettaFi)

DEEP DIVE

Drip Like a Pro: Automating Campaigns to Turn Leads into Loyal Clients

One of the best tools we have in our marketing arsenal at Money Marketers is a well-crafted, automated drip campaign.

It might sound simple, but these campaigns—when done right—are an absolute game-changer for nurturing leads and ultimately driving revenue.

Nurturing leads is tough. In fact, it kind of sucks to be honest. Imagine trying to do this 1 by 1. No chance you’ll remember to follow up with prospects who say they’re interested in your service. So why not just automate this?

Often, our clients have an email list of interested prospects but need help engaging those people long enough to move them through the funnel.

That’s where a structured drip campaign comes in.

A drip campaign is a series of automated emails sent over time to guide your leads on a journey with your brand. The beauty of it is that once you set up the sequence, it works around the clock—building relationships, educating your audience, and moving them closer to taking action.

Yes you might need to tweak it every now and then, but you could also very much set it and forget it.

We have a super simple sequence set up for this newsletter (you’ve probably gotten a few or all of the emails by now).

We also have a sequence set up for our daily newsletter, The Street Sheet. Let’s dive in.

From Hello to Dough

As a quick reminder, The Street Sheet is our daily financial newsletter aimed at self-directed investors. We have 150,000 subscribers on this list.

With The Street Sheet, we’re not just providing trade ideas. We’re building a loyal subscriber base and generating revenue through targeted advertising. And a big part of this success comes from how we’ve automated our welcome sequence.

Here’s how it works: the first email new subscribers get is a warm welcome. But it doesn’t just say, “Hey, welcome to The Street Sheet.” Instead, we prompt them to take a survey, where we ask the following questions:

• What's your education level?

• What's your gender?

• How old are you?

• What is your total household income? (This means everyone in your house)

• Are you interested in accessing premium equity research reports and in-depth market analysis?

• What industry do you work in?

• What is your title?

• Do you own your own business?

• Would you be interested in learning more about The Street Sheet's content marketing and lead generation agency for your financial firm or business?

• What type of advertising partners would you most like to hear from?

Now, you might wonder why we’re getting so specific. The reason? Each response helps us segment these subscribers into targeted groups based on their investment interests and career background.

This data fuels everything that comes next. In fact, I highlighted the questions below that are super important to us.

• If someone says YES, they do want access to premium equity research reports, then great, we will contact them about being a premium member at some point.

• If someone says YES, they’re interested in learning more about the content marketing and lead generation agency, well then great, we’ll tell them about Money Marketers.

• If someone selects various advertising partners they’re interested in, we can segment specific lists for specific offers. For example, we have a lot of people that are interested in Wealth Management services, personal finance tools, and investment research.

For our clients at Money Marketers, we set up similar automated sequences to learn about new leads, create engagement, and ultimately drive conversions.

For example, if we’re working with a financial advisor, we’ll develop a drip sequence to help educate leads on financial planning, introduce them to their approach, and build trust over time. Each touchpoint is strategically crafted to deepen the relationship and encourage action, whether it’s booking a consultation or exploring more resources.

In short, a well-designed drip campaign turns casual interest into lasting engagement. By gathering information upfront, we can personalize the journey, keeping our brand relevant and delivering real value over time.

At Money Marketers, we’re experts in creating these sequences to nurture leads at every step, and the results are clear: stronger relationships, more conversions, and a steady stream of revenue.

Want us to build one of these for you? Smash this button to schedule a call.

That’s it for this week. Make it a good one. Happy Monday!

VINTAGE AD SPOTLIGHT