Author: Shaun Buck | Founder and CEO, Newsletter Pro
We write your client newsletter, print it, and mail it to your list every month. You spend about 30 minutes reviewing it. That’s the whole job on your end.
Most financial advisors already know a consistent newsletter keeps clients close and brings in referrals. The hard part is finding the time to send one every single month, without it sliding to the bottom of the list by the third issue.
That’s what our financial advisor newsletter service handles for you. You get a done-for-you print and email newsletter built for your clients, your brand, and your book of business. We do the writing, the design, the printing, and the mailing. You review it, approve it, and get back to advising.
Start with the free book. The Ultimate Guide to Newsletters shows you exactly how advisors use a monthly newsletter to keep clients and grow referrals. Get the Free Book
450+ clients • 400,000+ newsletters mailed every month • Done-for-you newsletters since 2011
The Retention Problem Financial Advisor Newsletters Solve
You spend years earning a client’s trust. Then you talk to them once or twice a year, and hope they remember why they picked you when a friend, a robo-advisor, or a big firm comes calling.
Here’s what quietly happens between reviews.
Clients drift when you only talk at annual reviews
A client who hears from you twice a year does not feel close to you. A client who hears from you every month does. That steady contact is the difference between a household that stays for a decade and one that quietly moves half its money somewhere else.
AUM and referrals leak to advisors who show up consistently
Referrals come from clients who remember you and trust you enough to put their name behind yours. When you go quiet, you get fewer introductions, and the assets that should have grown with you walk out the door to whoever stayed top of mind.
Competing with robo-advisors and large firms on relationship
You cannot out-spend a national firm on advertising, and you cannot out-price an app. What you can do is be the human who shows up in the mailbox every month with something useful. That relationship is the one thing the big players cannot copy, and a monthly newsletter is how you build it at scale.
How Our Financial Advisor Newsletter Service Works
Here’s what you get and how the month actually goes.
What’s included
- A custom print newsletter mailed to your client and prospect list
- A matching email newsletter for the same audience
- Writing, design, and layout in your branding
- Printing, postage, and mailing, all handled for you
- A content plan built around retention, referrals, and nurturing prospects
You can see the full lineup on our products page.
The 30-minutes-a-month workflow
- We build your newsletter around your clients and your brand.
- We send you a proof to review.
- You approve it, or ask for a change. This is the roughly 30 minutes.
- We print and mail the physical newsletter and send the email version.
- You get a copy of what went out and can track the response.
That’s it. There’s no template to fill in, no articles to hunt down, no trip to the post office.
Print and Direct Mail for Financial Advisors, Handled
Email is easy to skim past. A printed newsletter sits on the kitchen counter and gets picked up.
When you use direct mail for financial advisors the right way, your best clients hold your name in their hands every month. Your review meetings start warmer because those clients have been hearing from you all year, not just at renewal time.
We print and mail every issue for you. No print vendor to manage, no address list to wrangle, no postage to figure out. It is all included, and it goes out on schedule whether your quarter is quiet or slammed.
Why Done-for-You Beats DIY and Automation Tools
There are tools that promise to help advisors send a newsletter. Most of them are automation platforms. They hand you a template and a content library, then hand the real work back to you. You still pick the articles, write the intro, check the links, and hit send. When your quarter gets busy, the newsletter is the first thing that slips.
Done-for-you is different. We write the content, design the issue, print it, and mail it. Your email version goes out the same way. There’s no tool for you to manage. You review a finished newsletter and approve it.
That’s the whole reason advisors move to us. They tried doing it themselves, or paying for software that still needed them to do it themselves, and the newsletter went out three times and then stopped. A service that mails without you having to remember is the only version that survives a busy year.
Built for RIAs and Wealth Management Firms
Whether you are a solo advisor or a growing RIA, the service scales to your book. A wealth management newsletter keeps high-value households engaged between reviews and gives your whole team one consistent voice going out every month. Same done-for-you process, your branding, your clients.
Proof That Newsletters for Financial Advisors Work
We are not a side project testing this out. Newsletter Pro has been doing done-for-you newsletters since 2011.
- 400,000+ newsletters mailed every month
- 51% average open rate on our email newsletters, compared with about 21% for the email industry
- 450+ active clients
- Named to the Inc. 500 list (#120 in 2015)
- About 30 minutes of your time per month
Compliance and Your Clients
You work in a regulated field, so anything that goes out under your name has to fit your firm’s review process. That’s a fair thing to press any newsletter provider on before you sign anything.
Here are the questions worth asking us, and any provider you are weighing:
- How does the content fit into my firm’s compliance review before it mails or sends?
- Can my compliance team review and approve each issue in advance?
- How are past issues stored and retrieved if I need them later?
- Who owns the content and the record of what went out?
Ask on a strategy call how the process would work with your firm’s review requirements, and take those specifics back to your team. Until that is confirmed here, take nothing on this page as a regulatory guarantee.
Newsletter and Marketing Ideas for Financial Advisors
Not sure what a monthly newsletter to clients would even say? That’s the part we take off your plate. Still, here are a few of the marketing ideas for financial advisors that tend to land well:
- A plain-language take on a market headline your clients are already worried about
- A client spotlight, or a warm welcome to new households
- A seasonal money checklist (tax season, year-end giving, open enrollment)
- A short personal note from you, so clients remember the human behind the plan
- A referral ask, framed as helping a friend or family member who needs an advisor
You do not have to come up with any of these. We do. See how the pieces fit together across our retention, referral, and nurture solutions.
Financial Advisor Newsletter Service FAQ
How much does a financial advisor newsletter service cost? Pricing scales with your list size, the format you choose, and the tier. On a strategy call we will size it to your book and your goals.
Do you send print newsletters, email newsletters, or both? Both. You get a printed newsletter mailed to your list and a matching email version, so your clients hear from you in the mailbox and the inbox.
How much of my time does this take? About 30 minutes a month to review and approve the issue. We handle the writing, design, print, postage, and send.
Is the content compliant and archivable for my firm? You should confirm this with any provider before you start. Good questions to ask: how content fits your compliance review, whether your team can approve each issue in advance, and how past issues are stored.
Can the newsletter be co-branded with my firm? Yes. It goes out in your branding, under your name, to your clients.
How does a newsletter actually drive referrals? Clients refer you when they remember you and trust you. A monthly newsletter keeps you top of mind and gives them something easy to pass along to someone who needs an advisor.
Is there a minimum commitment? On a strategy call we will walk through minimums, options, and what fits your list.
Get Started
Two easy ways to take the next step.
Start with the free book. The Ultimate Guide to Newsletters shows you how advisors use a monthly newsletter to keep clients and grow referrals. Get the Free Book
Ready to talk it through? Schedule a strategy session and we will map a newsletter to your book of business. Schedule a Strategy Session
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