To reel in intermediaries, we devised an email campaign that highlighted the time-saving and hassle-free benefits of outsourcing their clients' portfolios.
For authority we signposted a recent Defaqto survey - which rated Brewin Dolphin as the top choice for advisers - and for social proof we used a testinomial from a long-established private client firm.
The email was reinforced by clearly laid out benefits and a strong call to action.