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WHAT YOU GET

  1. Weekly Market Commentary

  2. Quarterly and Annual Market Wrap-up

  3. Quarterly Retirement Plan Industry Updates
     

MARKET COMMENTARY

WHITE LABEL

  1. Your branding

  2. Your logo

  3. Your colors

  4. Your disclosures

WHY NOT CREATE YOUR OWN NEWSLETTERS?

At first, the commitment to commentary is strong...

 ...but soon, the resources put into providing timely and consistent commentary cools off...

...and commentary goes from being a priority to a burden!

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HOW IS THIS DIFFERENT THAN OTHER NEWSLETTERS?

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I send out a newsletters from major financial firms. They get all the credit, it's not always advisor focused, and it's either way too general or way too complex!  My clients don't see the value and it's actively counterproductive!
I send out a newsletter that is customized in my branding, is always advisor focused and I get ALL THE CREDIT!






 
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(I aso post my weekly commentary in the form of a blog on my website to significantly increase traffic SEO!)
My clients LOVE the communication and it's the easiest, most efficient, and affordable tool for RETENTION!
Sample

SAMPLES

SAMPLE ONE

SAMPLE TWO

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