Client Newsletters for Financial Advisers

Why we think our financial newsletters are the best!

7th January 2023

No other company offers branded newsletters within their website cost or sends their newsletter for approval with your network.

Many of our clients are a representative of a network and many are directly authorised by The Financial Conduct Authority. Our client newsletters are approved by a total of 15 compliance specialists, whose purpose is to help financial advisers meet the Financial Conduct Authority's (FCA) expectations.

Yes, that's right! We have to pass our quarterly client newsletters through 15 compliance networks, in order to serve all of them.

It's important to us that the process of receiving a branded compliance approved client newsletter is made as seamless as we can.

We haven't heard of any external publishing company who sends their newsletter to each client's network and deals with all the specific changes. After all, that is quite an arduous job! And

One or two other companies point clients towards Adviser Hub (a free content service for financial advisers), this is where clients can produce their own newsletters if they wish. We found the articles less than engaging and not a good fit for clients that were with a network.

It's important to stay in touch with your clients

Your client newsletter is a way to communicate to your clients and help maintain your good relationship with them. It's always good to stay in touch. And the best part is, it's free marketing material.

Newsletters are an extension to who you are, your clients know you're a financial adviser. But by going the extra mile to offer clients an insight into what's trending, what's important to them together with ways money ideas - it goes a long way into showing your worth.

What's in our quarterly client newsletters for financial firms?

It varies, but the focus is on current topics, what's trending, money and tax tips, something light to engage your clients and what we think will interest them. When we can we create something personal that your clients will enjoy, like "keeping warm" - a light hearted article interspersed amongst the more serious stuff.

Our quarterly newsletters are not overly long, they spans 8 pages and includes 5 or 6 articles. Our financial publication is long enough to engage your clients without overloading them with too much information.

Here's a sample of the type of articles we write. We're always open to suggestions, so if there's something you'd like included in a future publication - do let us know. Our newsletters are written for our clients!

Marketing and Boosting Your Brand

Reminding clients of your presence and that you are available to them, is a sure sign that you are invested in what you do and the clients you support. Apart from that it boosts your brand, when you deliver useful information on a regular basis it leaves an impression and builds up your credibility.

You can use your newsletters to target clients specifically and prompt them to take action over matters they have been considering. Like ISAs and pensions. And using your newsletter keeps marketing costs down since they are included with your website.