Does anyone do their own newsletters? If so, what program do you use to put them together? Do you write all your own content?

like
Posting as :
works at
You are currently posting as works at

I just started doing a quick one. It is pretty basic and I just give some thoughts about current market related events and do a little education every other time (like what is active management in a mutual fund). I was just sending out a pdf of one page of comments, but a friend who sends out a newsletter for his company told me to use a mail service. Now I use icontact. It takes me about 30 minutes in total to write over the week.I prefer this method over the canned newsletters. I was meeting with a COI a couple of weeks back and she asked me to send mine to her. She said she never reads the canned one her advisor sends to her because there is nothing personal in it.

like

Nick Murray's client corner.

likehelpful

We use constant contact. All our own content. We distribute electronically via email blast and then mail hardcopy with a personalized letter with their quarterly performance report and statement of fees.

likehelpful

We use advisorstream which posts to our Facebook and linked in 7 days a week and send a weekly newsletter. It’s Finra approved and since doing it for a month, we received 3 referrals from clients forwarding our emails out in the last month.

like

Following

Related Posts

What is one piece of advice you would give someone considering engineering?

like

Applying for secondments vs applying direct.

What are the pros and cons of applying via your home office or direct online application? Can you do both or does it go against you?

like

Anyone have Drew Brees' number? I need to call him and remind him that he has a game today

like

If you are a experienced CAD drafter with experience in environmental remediation, we’re hiring. I’d be happy to discuss the opportunity

Fam, what’s KPMG’s life sciences practice like? Any thoughts on leaders and the nature of work?

like

Any recommendations on training programs (online, boot camps, etc.) for how to create good PPT deliverables for clients? Tried Wall Street Prep and they were, well ok. Just for basics, like how to create an impactful story, etc. Any recommendations welcome

like

Hi all,

I have two campus
EY Deloitte on the table from Deloitte Tax (BTS), and EY Tax (DSG). Both are located in the SF Bay Area. Deloitte is paying 2k higher base and a 2k higher bonus.

I have to make my decision by the end of next week, so I’d appreciate some input and opinions on which offer I should take.

like

Say we’ve got a pitch in 3 weeks. What’s a typical fee for a freelance strategist to lead the strategy and work with the team to build the deck? How much would they make in that gig?

like

Am looking android developer job in UAE. Exp: 7 yrs . Looking for referral.

like

What’s the difference between commercial banking and corporate banking?

like

Has anyone tried using an AI writing tool? I often have trouble focusing and formulating coherent content.

like
like

When doctors, scientists, etc. go to conferences, do they get paid for it?

like

Received an offer for 65k base salary and 15k equity for a RC in tech. What do y’all think?

like

Hoppin’ some islands.

Post Photo
like

Does Amazon India relocate Solutions architects to Onsite?

Imagine a world where women lawyers made just as much if not more than men, didn’t have to worry about being too aggressive or too submissive, supported other women instead of bringing them down, and didn’t have to completely sacrifice a life to rise to the top because they were supported at home and by society for going after their dreams. Justice Ginsburg helped pave the way…let’s break some more glass ceilings.

like

Hi partners. How confidential is the partner process? I’ve been asked by a partner reviewing a candidate regarding the candidate. This candidate has been manipulative and deceitful to me. I don’t Cont

likefunny

As a business analyst who's working at a bank in technology operations, how likely is it for me to transition to a tech company as a product manager?

like

What is a good salary for a Medication Technician?

Additional Posts in Financial Advisors

Anyone going bald / dealing with baldness? I'm looking into Hair Club for non surgical baldness treatments. Anyone been?

like

Anyone here with ML take a small 150k account from me today? Sour puss here.

funny

The DOL was simply just a failed power grab by the Obama administration. They overreached in an attempt to assert power and control over our industry and diminish independence. All they really...

likesmart

You guys reading anything interesting or watching anything fun on Netflix? I'm looking for recos. Thanks!

like

Shower thoughts... "given how often I see clients, I should be wearing jeans to the office more"

like

Non-managers (lower or higher level): what are the ways managers drive you crazy?

likesmart

What kind of salary would a new financial advisor at a bank be paid? I am trying to get an idea of salary ranges and online search it’s kind of hard to narrow it down.

like

What’s the best food a wholesaler has ever brought in?

like

Do any of you use your wholesalers for markting efforts? If so, what are your best practices?

like

Professional photos; where to get them done? Is it fine to just go to JCPenny or something?

like

What side project are you currently working on?

like

Anyone ever have a client be issued a check for a small 401k balance and the client never cashed it? Believe they had 60 days to get it into an IRA but they didn’t. What are their options? Continued.

like

Hey 🐠, what are your recommendations of books, articles, or practice tips to improve communication, both verbal and written?

likesmart

I was invited to an event hosted by an insurance group. One of the three principals is a cfp but is not registered as a rr or iar. Does the cfp board let this happen?

like

How many of you have made excel models to handle a personal situation (for instance - while buying a house, seeking career opportunities, or when starting a family)?

like

Is anyone using the risk based allocation software HiddenLevers? If so what are the pros/cons of the product - How does it compare to riskalyze?

like

Does anyone here work with their spouse? How do you ensure a successful work relationship while maintaining your personal one?

like

I was curious. When you bring on a new client, which have you noticed are larger relationships on average? Cold Cold or Referral?

like

I'm personally a bigger fan of GMABs.Which carriers are you guys using for 1) GMABs and 2) GMIBs these days?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal