Financial Advisor Newsletters

Teresa Leno from Fresh Finance joins Kirk and Matt in talking about how financial advisor newsletters and content creation can and should be used in today’s financial marketing; everything from print to web to social media.

With respect to advisor newsletters in particular, valuable information is provided with respect to frequency, timeliness, length, engagement, content and platform. The best content provides a variety of items, from solutions, to opportunities to current event.

Kirk talks about identifying the purpose of your financial advisor newsletter and the need to have the content support your brand and your voice.