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Get Business on Autopilot

A personalized, monthly, educational newsletter builds trust, generates inquiries & makes you the trusted expert.
Turn Prospects into Clients

It's all about timing. That's why the RIGHT drip marketing will keep your prospects connected until they are ready to act.
The most satisfied affluent clients average 28 contacts a year from their advisor*

Do you make sufficient contact to retain and continue to grow the value of your relationships and have each multiply into many referrals? Now you will

Drip on Prospects & Convert them to Clients

It’s simple to set up a monthly newsletter. Our FINRA reviewed library generates proactive responses.

Why makes this newsletter different?

Sending a “feel good” newsletter maybe a nice touch, but does it pay-off for you? The SeniorFinances letter is specifically crafted to elicit contact, questions and information requests from recipients and you can measure the resulting business each month.

Keep in Contact

Educational articles show that you want to give before you receive, which makes you the perceived trustworthy advisor. Prove your expertise & knowledge with monthly contact.

We Do the Work

You don’t need to write anything or invest your valuable time. Just select three articles from our large FINRA-reviewed library to send each month and we do the rest. However, you can write your own content if desired.

Get a Response

Each article omits the "punch line" and provides a one-click referral link. This generates a response from the reader so that you have clients & prospects contacting you proactively.

Why You MUST Drip on Prospects and Clients to Maximize Revenue

Watch this Video to Automate Your Drip Marketing and
Get Business on Auto-Pilot

Whether your goal is to

maintain client contact and gain the benefits that increased contact brings OR
to gain new clients,

Over 10,000 Prospects Request This Newsletter Each Year!

We Refer These Prospects Directly to You!

User Comments

Just a note to let you know that in the short time that I have been using your newsletter, I have picked up an additional $300,000 in assets under management.

- Tom T.,Stonybrook,NY
User Comments

I had a client call me last week in response to your monthly newsletter. He invested $225,000 with another $90,000 coming next week. I made over $30,000.

- William D.,Sioux City,IA
User Comments

The very best money I have ever spent in my business is the senior newsletter I obtain from your firm...it never fails to generate $15-20k of commissions each mailing.

- Bill B.,Olympia,WA
User Comments

I had a client with a small account that I had not spoken to in over 2 years - but I kept him on the mailing list anyway. He contacted me out of the blue because he had an annuity that came due. He said that he is always thinking about me when it comes to money because I always contact him through my newsletters. AN hour later, the paperwork was done and we rolled over his $126,000 annuity.

- Neal F, Woodland Hills, United Planners
User Comments

I had the licenses and credentials, but it wasn't until I started sending out your newsletter on a regular monthly basis that my financial advisory and annuity business took off! My income more than doubled last year, due to your newsletter messages, and I expect no less this year -- keep up the good work!

- Trent B. CPA, CFP

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