Client Newsletter & Article Library
The Financial Life Planning® newsletter is designed for advisors who want to communicate their life-centered approach to their clients and prospective clients. Each issue features inspirational and educational articles that address all areas of life. In addition to providing a value-added benefit to clients, the newsletter can also be used as an effective marketing tool and informative seminar handout.
- Unlimited use of newsletter content. Customized, 3-color newsletter delivered electronically in PDF file format (click to view sample)for e-transmission to clientele and/or posted to licensee’s web site.
- Articles also available, upon request, in straight text format for conversion to HTML and web page format.
- Special pricing available for professionally printed copies—quality paper, 3 color imprint.
- Four 4-page issues per year.
Money Quotient, Inc. offers this creative and thoughtfully designed newsletter to enhance your client communications and business building strategies. With the Financial Life Planning® client newsletter, you will
- Stay in touch with your clients on regular basis
- Strengthen client loyalty by providing information that is relevant to their lives
- Provide educational content that enlightens and inspires your clients
- Attract prospective clients using a "soft-sell" approach
- Communicate your client-centered approach
- Differentiate yourself from the competition
- Position yourself as a Financial Life Planner
- Customize your newsletter with your company name, contact information, and personal message
For a complimentary copy our our latest newsletter issue, click here
Where to go next:
►M.Q. Tools & Materials
►Client Newsletter & Article Library
►Client Workbooks & Workshop Materials