A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all
Include a range of topics, such as market movements, personal finance concerns, practical tips or whatever else you decide is relevant for clients, in your newsletter
The long-term goal is to build trust among your readers
Provide content that is valuable to your audience
Offer it in print and digital form and share it online
Provide a balance of lifestyle and financial information
Stay on your clients’ radar between meetings
Appeal to your clients and your centres of influence
Focus on benefits for clients, not on products
Paper allows you to communicate with your clients in a variety of ways