AFW 4.7 — Miscellaneous — #7: Client & and Advisor Newsletters

7. Newsletters¶

Client Email Newsletter¶

Tips to a Successful Newsletter Campaign¶

• The primary purpose of the newsletter is not to inform, but to let your clients and prospects remember you and, reinforce your philosophy. 80% OF YOUR CLIENTS WILL NOT ACTUALLY READ THE CONTENT.

• Send it monthly, coinciding with Nick's Client's Corner newsletter.

• I make my newsletter revolve around Nick's Client Corner and recent American Funds' public content (podcast, and youtube video etc).

• Be consistent and stick to your schedule. Don't be sporadic. Same frequencey, same time, same "look", and same content.

• I use Benchmark Email to create and send my newsletter. Click the link for a discount, and feel free to ask help in using it.

Included in the Newsletter¶

• Each month Nick Murray writes a very short newsletter for the public that I highly recommend you share with your clients. After compliance approves it, we upload it to Proton Drive and announce it in our Telegram MasterMind Chatroom.

• A Financal Tip/Report/Article.

• The best Capital Group podcast of the previous month.

• The best Capital Conversations Youtube video of the previous month.

• The client financial book of the month.

The Annual and Semiannual Client Letters¶

Nick kindly enough writes the for us and all we need to do is send them twice a year (July and January) along with our Client Newsletter.

The Client Letters are divided into two sections: General Principles followed by Current Commentary. Our primary focus should always be on the timeless, unchanging essentials.

Advisor Training Newsletter¶

This is a weekly newsletter for Financial Advisors. It includes a recording of my weekly webinar (MKOM), Advisor tips, Advisor book of the week, and much more.