Founded in 2004, Advisor-Newsletter.com is designed to help financial advisors and insurance agents market themselves. Our newsletter enables you to effectively demonstrate knowledge, reliability and relay the most up-to-date and relevant information to your clients and prospects. The newsletter keeps your prospect warm until they are ready to act. See how we do that here: newsletter demo.
Our drip marketing system allows you to easily import leads from SeniorLeads (fully automated), from your excel spreadsheet or any CRM system (in CSV format). Then, we automatically email the newsletter every 30 days. All you need to do is select three fresh articles each month from the FINRA-reviewed article database. In 5 minutes a month, you can have this “silent salesman” knocking on your prospect’s door, reminding them you are the valuable resource they need.
Advisors don’t need their own IT or marketing department, our tools allow you to send newsletters without taking time away from your busy schedule.
Financial advisors and insurance professionals will have the email newsletter emailed once every month to their entire subscriber lists. Articles within the newsletter are added as new information evolves. Information is updated regularly and is removed when a topic or subject is no longer useful to your clients and prospects. You will never have to worry about delivering outdated, irrelevant financial news.
We provide the ultimate easy-to-use email-marketing tool for financial advisors and insurance professionals! Take a tour of the system to learn more, and be sure to visit our FAQ section. Register or log in now to get started!
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