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title: Client & Advisor Newsletters description: [AFW M.8] Weekly Advisor Newsletters and Monthly Client Newsletters published: true date: 2026-06-30T08:12:30.715Z tags: editor: markdown dateCreated: 2022-07-07T03:26:25.735Z

Client Email Newsletter

You can sign-up for my monthly client newsletter here.

Previous editions of my client newsletters are here.


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


The Annual and Semiannual Client Letters

Read Nicks' This Time Isn’t Different - #17 - Part 1.16 - Your Annual and Semiannual Letters PDF

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

You can sign-up for my weekly advisor newsletter here.

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


Tabs

2026


2025


2024
2023