B12 email marketing for wealth planning

Everything your wealth planning business needs to execute professional email marketing in minutes.

No credit card required
B12 email marketing for wealth planning

Emails that seamlessly integrate with your wealth planning website

With B12 email marketing, our AI saves you time so you can focus on your business.

It’s crucial to keep in touch with your audience! Regularly sending updates about your business keeps email subscribers engaged and encourages them to learn more about what you offer, to make a purchase, or to attend an event.

B12 email marketing makes it easy for you to create and send highly engaging emails about promotions, product launches, new blog posts, upcoming events, and more. Pre-written email copy, an intuitive contact management tool, and customizable templates that automatically match your website make it incredibly simple to reach loyal customers and new leads fast!

How to use B12 email marketing to reach more prospective customers

Our email message library helps you send emails with purpose. Even better, our AI automatically designs your emails to reflect the look and feel of your website for a cohesive experience that shows subscribers how professional you are.

Not sure where to start? We'll suggest popular emails for wealth planning businesses to send. You can also start from scratch by selecting “Blank email.”

Once you choose what kind of email you want to send, click “Customize” to start personalizing it. You’ll notice that your website’s colors and fonts are added right away! After customizing your email and sent a test email, you’re ready to officially send it to subscribers.

Features that take your email marketing to the next level

Here’s a look at how B12 email marketing can help you drive traffic and engage visitors.

Expert assistance
Expert assistance

B12 experts are available to help from the moment you start importing your contacts

Pre-written messages
Pre-written messages

Choose from our collection of pre-written email messages for various occasions, make edits, or write your own from scratch

Easy importing
Easy importing

Import contacts from your email account or a spreadsheet to keep all prospective and existing customer information in one place

Mobile-friendly
Mobile-friendly

All emails are designed to look great on mobile, desktop, and tablet

AI-built emails
AI-built emails

Your emails are automatically designed to match your website's branding, colors, and fonts

Contact manager
Contact manager

Centralizing all of your website's interactions and form submissions helps you stay organized

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Shane
Shane Customer / Spike On The Water

“The B12 website editor is so simple to use. I added a bunch of images, reworked text, linked my products, adjusted form links, and even got an animation flying around my footer. The experience with B12 has been amazing. Building a quality website is now fast and affordable.”

Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Heidi
Heidi Customer / CD Roma

“Since the launch, we’ve gotten more form submissions to inquire about our catering service and menu options. On top of that, I’ve noticed more customers who found out about us through our website before coming down to dine! The traffic we’ve realized in the short time the site has been online is very impressive.”

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Megan
Megan Customer / Body Wise

“I love using the B12 website editor, which provides the ease of updating my website myself. With an intuitive editing platform, I didn’t need any guidance on making website updates. I made changes to my photos, copy, and text color — and I can do it whenever I want.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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Princess
Princess Customer / Clear Visions Consulting Services, LLC

“I need \[B12] recommendations. As I add new courses to my website, I need to make sure that I'm fresh, I'm sharp, and I'm up to date.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Roberto
Roberto Customer / Emerald Gardens

“B12 was able to give us the flexibility we needed to play around with website elements while guiding us in our first attempt at building a website.”

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David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our website.”

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Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Spread the word about your wealth planning website!

Join the 96 wealth planning professionals who’ve found success with B12 email marketing.

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