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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

  • By: Leah Golob
  • July 22, 2015 December 19, 2017
  • 11:05

Provide content that is valuable to your audience

  • By: Leah Golob
  • July 21, 2015 December 19, 2017
  • 10:30

Offer it in print and digital form and share it online

  • By: Leah Golob
  • April 13, 2015 January 23, 2018
  • 13:01

Provide a balance of lifestyle and financial information

  • By: Leah Golob
  • April 10, 2015 December 19, 2017
  • 15:00

Stay on your clients’ radar between meetings

  • By: Leah Golob
  • April 9, 2015 December 19, 2017
  • 13:00

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