Look at a financial advisor’s marketing today, and you’ll see that ‘new-age’ strategies like Facebook, Twitter, online videos, and blogging are increasingly used to communicate with clients. Put beside some of these, an investment newsletter can appear dated. However, when used in the right way and written well, an investment newsletter is an essential tool that integrates with new age marketing to produce an incredible ROI. Continue reading 5 Things You Must do to Write the Perfect Investment Newsletter
There are a number of reasons to ensure that an investment newsletter is central to your marketing strategy. These include:
- Keeping your name at the forefront of your clients’ thinking
- Educating your clients, keeping them informed, and motivating them to act
- Calming nerves in a volatile market
- Creating awareness of your advisory branding
- Constant communication with clients at minimal expense
- Differentiation of your service from other providers
The question is, how do you best integrate an investment newsletter into your marketing plan?
The nice people at ByAllAccounts, the data and research aggregator, released an insightful report titled “What Wealthy Investors Want Most (and aren’t getting) from Their Financial Advisors”. Its findings won’t make good reading for most financial advisors, but for forward thinking and innovative advice companies it does provide the route to staying ahead of the competition.
In short, the report finds that most clients feel neglected and let-down by their financial advisors. (Click to tweet)
The solution is to make sure you communicate regularly, and the easiest way to do this is to produce a regular investment newsletter. Continue reading Take Advantage of the Key Benefits of Producing an Investment Newsletter
You’re in a quandary. Your clients crave information, especially when investment markets are volatile. You want to reassure them, hold their hand through the difficult times and see them safely through to the other side, when markets return to some normality. And so you answer every call, every email. That’s not so bad at the beginning, but you know what they say… “Give a mouse a cookie and he’ll want a glass of milk.”
Before you know it, the majority of your day is spent answering the same queries and questions over and over instead of generating revenue.
You take a strategic decision to provide clients with a monthly newsletter. It’s going to stop all those phone calls and emails, and provide a focal point for you to initiate discussions with clients. Your productivity is going to rise, and you’ll get your time back. You sit down and figure out a content structure, and you get writing. It’s now that you realise just how much time you need to commit every month to providing up-to-date and valuable content. All those benefits are rapidly disappearing. And still you’re plagued with those unwanted and time consuming questions.
What you need is a freelance investment writer. Continue reading Why a Freelance Investment Writer is a Value Investment
As I discussed in my last post, there are huge benefits to be accessed by producing a regular investment newsletter. Clients want to be kept informed, and a newsletter is a cost effective and engaging way of doing so. However, staying connected to clients by written communication doesn’t come without its perils. Here I look at how to avoid the common mistakes made in the production of investment newsletters. Continue reading How to Avoid the Common Mistakes Made When Producing an Investment Newsletter