April is National Financial Literacy Month, a time to focus on establishing and maintaining healthy financial habits. In times of market fluctuation and economic uncertainty, it’s more important than ever for your clients to know how to budget, invest, and plan for the future. Everyone has different goals, but understanding the fundamental concepts at play is a pivotal first step to achieving financial success. 

Whether you use it to engage with your clients, grow your business, or generate prospects, there’s no question that e-mail plays a valuable role in your professional life. In fact, according to the Radicati Group, the average business professional sends and receives 140 e-mails per day. Worldwide, nearly 2.8 million people use e-mail for both business and consumer purposes. Given the digital world we live in, these statistics may not be all that surprising. But have you ever taken the time to reflect on why you use e-mail? Would you like to improve client engagement? Foster brand loyalty? Maximize your return on investment?