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Your newsletter showcases your logo for instant recognition while the navigation bar directs readers to your key web pages.
Hello Kate,

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.
Email newsletter for financial advisors, money managers, stock brokers.
Eric Cross
Cross and Cross Advisors
1058 John Daniel Drive
Columbia, MO 65207
A Personal Connection Builds Trust
Reinforce your professional image with a personal message that speaks directly to your readers.
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Reinforce your authority with our free, branded weekly blog that builds visibility and trust.
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Engage Readers with Fresh Content
Each issue includes expertly selected articles designed to resonate with your contacts.
Cartoon
"Our books are balanced. 50% of our numbers are real and 50% are made up."
Copyright © Randy Glasbergen
The day was Feb 27. What year was it?
New Orleanians Take to the Streets for Mardi Gras
What Year
A group of masked and costumed students dance through the streets of New Orleans, Louisiana, marking the beginning of the city's famous Mardi Gras celebrations.
See the answer below.
Quote of the Week
"The individual investor should act consistently as an investor and not as a speculator."
Ben Graham
Trivia
Why do some coins have reeded edges?
See the answer below.
Entertain, Inform, and Delight
Keep readers coming back with curated cartoons, trivia, and quotes. These light, engaging touches entertain and surprise your contacts.
Learn Smart Money Gets That Way
Don't Scramble Your Nest Eggs
Drive Sales with Ads and Promotions
Turn your newsletter into a sales engine. Feature exclusive offers, events, and promotions that capture attention and inspire action.
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Marketing on Autopilot
We do all the heavy lifting including content preparation and writing so you focus on what you do best.
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Marketing Built for Financial Advisors
A branded, content-rich newsletter - written, designed, and delivered to your contact list every week.

Grow Your Financial Advisor Firm on Autopilot with Custom Email Newsletters.

We create branded, content-rich newsletters — written, designed, and delivered to your client list every week.

From $49/month – Free template, no credit card required, cancel anytime

Why It Works

Four reasons your customers will love your newsletter.
1. You Build Your Brand
You'll build brand recognition by delivering a newsletter that engages readers. Learn more
2. You Enhance Your Trust
You'll build trust and credibility by sharing content that informs and entertains. Learn more
3. You Look Professional
You'll showcase a polished image with your cutting-edge newsletter. Learn more
4. You Stay Top of Mind
You'll keep your brand front and center month after month all year long. Learn more

How It Works - 4 Simple Steps

From sign-up to branded newsletters in just a few clicks.
1. Sign Up Today - No Cost, No Risk
We'll build your custom-designed newsletter template; no credit card is required.
2. Preview Your Free Newsletter Template
We'll send you a link to review the layout, content, and design. Every week, we'll update the content.
3. Get Started - We'll Handle the Set Up
When you're ready, pay the one-time $9.00 activation fee. Ongoing fees start at $49.00/month.
4. Set It and Forget It - We'll Do the Rest
Let us automate your marketing so you focus on your customers and growing your business.
Here's what's included

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
Why You Need a Retirement Plan: Building Financial Security for the Future
   Feb 25, 2026
How Much Should Families Save for Emergencies? A Practical Guide to Building a Strong Financial Safety Net
   Feb 18, 2026
Understanding Liquidity: Advantages, Disadvantages, and Financial Implications
   Feb 11, 2026
Merging Finances as a Couple: Building Financial Harmony Together
   Feb 4, 2026
How to Discuss Finances with Aging Parents: A Guide for Peace of Mind
   Jan 28, 2026
How to Create a Family Budget for Financial Stability and Success
   Jan 21, 2026
Will vs. Estate Plan: Understanding the Key Differences
   Jan 14, 2026
How Much Do You Need to Save for a Comfortable Retirement?
   Jan 7, 2026
Embracing Simplicity in Retirement Planning: Your Path to a Secure Future
   Dec 31, 2025
Smart Strategies for Seniors to Protect Their Wealth
   Dec 24, 2025
The Benefits of Working Longer: Why Extending Your Career Can Improve Retirement
   Dec 17, 2025
How to Start Saving for Retirement: Practical Strategies for a Secure Future
   Dec 10, 2025
Early Retirement: Essential Steps to Prepare for Financial Freedom
   Dec 3, 2025
7 Effective Strategies to Reduce Financial Stress and Take Control of Your Finances
   Nov 26, 2025
Smart Financial Moves for New Parents: Planning for a Secure Future
   Nov 19, 2025
8 Life Events That Should Trigger a Financial Check-Up
   Nov 12, 2025
How Much Money Do You Need for Retirement? A Step-by-Step Guide to Planning Your Future
   Nov 5, 2025
Planning for Retirement: Can You Afford to Retire Comfortably in 2025?
   Oct 29, 2025
Essential Investment Terms Every Investor Should Know
   Oct 22, 2025
Decoding Your Financial Future: Is Your Retirement Plan On Track?
   Oct 15, 2025
Financial Planning in Your 30s: Building a Strong Foundation for the Future
   Oct 8, 2025
The Best Way to Navigate Estate Planning
   Oct 1, 2025
Your Comprehensive Retirement Planning Checklist
   Sep 24, 2025
Why It Is Never Too Late to Start Saving for Retirement
   Sep 10, 2025
Mastering Your Finances: Tips for Saving More Money Each Month
   Sep 3, 2025
View More Financial Advisor Firm Blogs
All of these blog posts can be custom-branded with your financial advisor firm and shared directly with your clients to showcase your expertise.
Flex Plan
$49.00/month
Unlimited Contacts *
Requires separate bulk email account.
Free Template
* Ideal for businesses that have an active account with a bulk email sender. You may have additional costs based on your bulk email service.
Plus Plan
$99.00/month
Up to 1500 Contacts *
Includes free Mailchimp account.
Free Template
* Ideal for businesses seeking a consolidated email marketing program. Monthly price increases above 1500 contacts.
Free Template
Submit this form we'll build your financial advisor firm newsletter template.
Please be patient, we'll follow up via email within two days.
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