ADVISOR LETTER

Email Marketing for Small Businesses

Maximize Client Retention and Increase Lifetime Value

Stay top-of-mind with your clients by delivering timely financial insights that position you as their trusted advisor—automatically.

Upload your list & we do the rest.

Here's what's included with your email newsletter.

Weekly Educational Content
Engage your clients weekly with curated, relevant financial insights. Each newsletter includes market updates, finance news, and a simple phrase explanation to educate your clients without overwhelming them.

Personalized Message
Add a custom message at the top of each newsletter to speak directly to your clients. Whether it’s a reminder, a special offer, or a personalized note, you’ll connect with your clients in a meaningful way.

Custom Branding
Your newsletter is fully customizable to match your brand, including your logo, business name, email domain, and brand colors, ensuring that each message feels personal and professional to your clients.

Automated Email Setup
Upload your list, and we handle the rest. From crafting the content to hitting send, your newsletter runs on autopilot so you can focus on what matters—your business.

Only $29/month after Free Trial.

Interested in working together?

The client churn for financial advisors is notoriously high. The average client lifespan for a financial advisor is between three and five years, with 45% of clients leaving in the first two years. We help to reduce that.