Why do financial advisors need newsletters?

As a financial advisor, you have the responsibility to reduce the potential financial risks to their money. To be successful in this endeavor, newsletters should be part of your arsenal. As a financial planning expert, you possess a crucial role in guiding people’s finances and investments.

What is a financial newsletter?

Bring more value to client relationships without increasing your workload. Our financial newsletters provide your advisors’ clients with timely, helpful, FINRA-reviewed content that keeps them top-of-mind among a variety of clients and encourages important conversations.

How do I create a financial advisor newsletter?

Have a prominent newsletter signup on your website. Promote your newsletter on your social channels. Run ads to gain subscribers. Create a video telling people why they should sign up (example below). One subscriber at a time, it adds up! We’re passionate about financial advisor newsletters and hope you are too.