For those of you that do a monthly newsletter, what kind of articles do you put on there and how many appointments have you gotten from people who previously signed up for the newsletter?

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We are approved to send a market outlook article written by jpm which comes out every month. I gathered a list of clients/prospects and sent it out second month in a row. Got 3 responses: 1st Client: Wants article emailed to a different email address. 2nd Client: Called directly to my phone to set up app for Chase Private Client (ACATing 500k) 3rd Client: Existing client, emailed back to me that he is getting some money and wants to invest, set up appt. Logged in today to our system the client deposited 160k into their account, and I see 3 different advisors called him and no one set an appt. I dont think it matters what you send, it kind of shows the client that you keep in touch with them, and working on their accounts, not just invest and forget like others.

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It doesn't matter much what you send, it matters that you name is repetitively in front of them.I send out a monthly EMAIL newsletter, in HTML format. I pay a service that provides the articles, if i dont like an article i can go into their library and pick a substitute. Every month I write the lead article myself. It will always have some kind of market comment, finanacial planning comment or something like that, a paragraph long. And i will end it with something personal, like upcoming events in my family, or something one of my kids might have done that made me proud, or even a comment about looking forward to football season or something. So they feel they know a bit about me as a person.My email list receiving it is up to about 250 people. I dont expect appointments out of it. I get a reply once in a while which might be a question, or someone whoi talked to about making an appointment who wants to set it up. But i dont think its a direct result of the newsletter, which just served as a reminder.Newsletters are marketing tools, not sales tools. Very different.

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Just sign up for the broadridge newsletter service. It’s easy to generate, customizable and it comes with finra letters, so much easier to get through compliance if your in the bd space.i normally just stick with the 4 topics they have for the month but they always have some alts if u don’t like 1 or 2 of them.

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