Email Marketing For
Financial Advisors
✚ Newsletter content updated weekly
✚ Newsletter branded for your
business
✚ Newsletter includes your custom ads
✚ Automatically sent to your email list
✚ Includes automated social media posts
✚ Free and paid plans starting at $49/month
FREE SIGN UP
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How will email marketing help grow
your financial advisor firm?
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If you send your clients tips and ideas to help them grow their investments and wealth, they'll always think of you when they need the services of a professional or are asked for a recommendation.
The two perfect tools for the job are an engaging and informative email newsletter combined with matching social media posts.
Pulling all this content together is challenging, so let us do it for you.
We update your financial advisor firm email newsletter weekly with engaging, informative, and entertaining content.
Then we automatically send your newsletter to your contacts. To double the impact, we automatically post the updated content to your social media accounts.
It's simple, it's effective, and it's automated.
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Here's what's included with your
financial advisor firm newsletter.
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Want to feel confident about your retirement? That's what we all want, right? When it comes to your retirement you want to be confident that your financial advisor will take the time to get to know you. Let's take the time.
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Eric Cross
Cross and Cross Advisors
1058 John Daniel Drive
Columbia, MO 65207
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Tips and ideas to help you grow your investments and your wealth.
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October 2, 2024
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Financial Planning Tips for Your 30s
Entering your 30s marks a pivotal moment, both personally and financially. It's when career stability and family planning often take center stage, prompting a need for strategic financial planning. This blog outlines …
The Savvy Investor
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"If you factor in the money you didn't lose on the investments you didn't make, you're doing quite well!"
Copyright © Randy Glasbergen
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The day was Oct 4. What year was it?
Sputnik Launched
The Soviet Union inaugurates the "Space Age" with its launch of Sputnik, the world's first artificial satellite.
See the answer below.
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Quote of the Week
"Stocks have reached what looks like a permanently high plateau."
Irving Fisher, Professor of Economics, Yale University, 1929
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Trivia
What colors are in the background of the U.S. 2003 $20 bill?
See the answer below.
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SUBSCRIBE TO OUR NEWSLETTER
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Cross and Cross Advisors | 1058 John Daniel Drive | Columbia MD 65207
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Eric Cross
Cross and Cross Advisors
1058 John Daniel Drive
Columbia, MO 65207
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The articles in our publications come from many sources. We do not endorse information or opinions appearing in linked articles. The articles selected are not sponsored, and we assume no responsibility for the accuracy of the information. Copyright for linked articles belongs to the linked source.
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Trivia Answer
What colors are in the background of the U.S. 2003 $20 bill?
Answer: Green, peach, and blue.
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What Year Was It Answer
Sputnik Launched
Answer: October 4, 1957
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A Newsletter Station Publication
© All Rights Reserved.
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One-to-one communication.
Write a top-page, personalized message to connect directly with your clients.
Tailor your message as often as you like, or keep it hidden.
Your signature block with a photo, name, business details, and contact information is included, creating an authentic and professional image.
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| Consistent brand reinforcement.
You'll make a lasting impression with a captivating newsletter name or logo.
Add a descriptive tagline to amplify your brand message.
Your navigation bar can feature multiple links to important pages on your financial advisor firm website.
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| Every issue includes a custom blog.
Showcase your financial advisor firm with our exclusive weekly custom blog providing unique branding, enhancing your online presence, and reinforcing your expertise.
With the flexibility to use our branding or your own, your custom blog is a powerful marketing tool that will set your financial advisor firm apart.
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| Inform with compelling articles.
Your newsletter includes carefully curated articles selected by our experienced editors that will resonate with your clients.
These articles are automatically updated each week. You'll always have fresh, interesting, and relevant content to share.
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| Respect your contact's time with summaries.
Your newsletter includes convenient links to concise article summaries.
The optional branded summary pages ensure your clients can access interesting and timely information for a full read or a quick skim.
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| Grow sales with custom ads.
Leverage your newsletter to showcase exclusive offers, promotions, activities, events, or anything you wish.
Your custom ads will captivate your audience and drive action.
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| Entertain and inform.
Engaging your customers is effortless with our carefully curated cartoon, trivia, and quote sections.
Entertain, surprise, and delight your subscribers, creating a memorable experience they'll eagerly anticipate.
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| Seamless subscription and archives.
Accelerate subscriber growth with our embedded subscription form, allowing you to expand your contact list effortlessly.
Additionally, provide quick access to your past newsletter archives, so your clients never miss an issue.
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| All-inclusive contact information.
Share your address, phone number, website, and social media links, ensuring seamless communication between your business and your valued clients.
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Bid farewell to the hassle of building email campaigns.
Eliminate the burden of creating professional email marketing campaigns for your financial advisor firm.
We've simplified the process, saving you valuable time and effort.
Say goodbye to content hunting stress.
Leave the endless search for captivating content behind.
Your newsletter is automatically updated with engaging blogs and articles, keeping your newsletter fresh and exciting.
Choose the plan that suits you best.
With our Free Plan, you manage the sending process.
Upgrade to our Pro Plan, and we'll automate the sending for you, providing seamless and hassle-free delivery with many enhanced features.
Our Pro plan is only $49.00 monthly. We'll deliver an interesting and engaging branded newsletter to your contacts every week.
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Includes custom blogs and automated social media posts
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Custom Blogs and Social Media Posts
Every issue of your newsletter will showcase your financial advisor firm with a custom blog.
Your custom blog will reinforce your expertise, enhance your online presence, and deliver unique branding.
Your custom blog is the perfect way to build upon your credibility and trust by sharing informative and timely information.
And to boost your branding and marketing, we automatically post your blog to your social media pages.
Recent Blogs
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Discover How It Works
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1. You start by completing the Free Sign Up form.
2. At no cost, we build your custom newsletter template.
3. We send you a link to review the layout, content, and design.
4. Each week, we change all the content in your newsletter.
5. Each week we write a custom blog for your newsletter.
6. When you're ready, you can start with a free or paid plan.
7. We finalize your newsletter design, images, and branding.
8. We create an exclusive account for you with Mailchimp.
9. If you prefer, you can use another bulk email service.
10. We create a subscribe form to help grow your contact list.
11. We work with you to create custom messages and ads.
12. You select your newsletter schedule, weekly or monthly.
13. We automatically send your newsletter to your contacts.
14. We auto-post links to your social media accounts.
15. We automate your marketing - You focus on your clients.
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What happens when you use email and social media marketing?
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Week after week, your financial advisor firm newsletter will consistently reinforce your brand message.
You enhance your credibility and trust by sharing informative and entertaining information.
The leading-edge newsletter design looks perfect on computers, tablets, and phones.
The frequency of your engaging financial advisor firm newsletter will keep you top-of-mind year-round.
Using a face on your marketing help establish your financial advisor firm as friendly and relatable.
Your clients will think of your financial advisor firm first when asked for a recommendation.
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Check out the five reasons you should send an email newsletter to your clients.
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