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Grow Your Brand Recognition
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.
Social Security is an important source of retirement income, and careful planning can help you maximize your lifetime benefits. Your benefit amount depends on your work history, claiming age, and personal circumstances. …
The Savvy Investor
Demonstrate Your Expertise
Reinforce your authority with our free, branded weekly blog that builds visibility and trust.
Consumers shouldn't expect prices to fall anytime soon
The Conference Board’s chief economist, Dana Peterson, warned that Americans should not expect prices to decline soon despite easing inflation. …
Fox Business
It Takes More Than 50 Years to Save for a Down Payment in These Cities
Saving for a down payment on a home has become increasingly difficult, with first-time buyers in some U.S. cities needing …
Money
Engage Readers with Fresh Content
Each issue includes expertly selected articles designed to resonate with your contacts.
Cartoon
"Stocks plummeted today on forecasts that the sun will rise again and tomorrow will be another day."
Copyright © Randy Glasbergen
The day was Jul 17. What year was it?
Disneyland Opens
What Year
Disneyland, Walt Disney's metropolis of nostalgia, fantasy, and futurism, opens. The $17 million theme park was built on 160 acres of former orange groves in Anaheim, California.
See the answer below.
Quote of the Week
"Never spend your money before you have it."
Thomas Jefferson
Trivia
Fill in the blank: Calvin Coolidge once said: "The _______ of America is business". Bridesmaid, backbone, business
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
How to Maximize Your Social Security Benefits for a More Secure Retirement
   Jul 22, 2026
The Financial Impact of Divorce: How to Protect Your Financial Future
   Jul 15, 2026
5 Essential Tips for Setting and Achieving Your Financial Goals
   Jul 8, 2026
Should You Save Money or Pay Off Debt First? Finding the Right Financial Balance
   Jul 1, 2026
How Estate Planning Can Save Your Family Money
   Jun 24, 2026
Should You Delay Social Security Benefits? Key Factors to Consider
   Jun 17, 2026
How to Start Saving for Retirement Late: Smart Strategies to Build Financial Security
   Jun 10, 2026
How Much Debt Is Too Much? Understanding Your Financial Limits
   Jun 3, 2026
Smart Strategies for Managing Required Minimum Distributions (RMDs)
   May 27, 2026
Smart Ways to Build Wealth Faster: Proven Strategies for Long-Term Financial Growth
   May 20, 2026
Retirement Planning Mistakes to Avoid for a Secure Financial Future
   May 13, 2026
Estate Planning for a Special Needs Child: A Practical Guide for Long-Term Security
   May 6, 2026
Retirement Planning for Freelancers: Smart Strategies to Build Long-Term Financial Security
   Apr 29, 2026
When Staggered Retirement May Be the Smartest Move
   Apr 22, 2026
How to Catch Up on Retirement Savings and Build a Secure Financial Future
   Apr 15, 2026
Smart Retirement Income Management: Tips for a Secure and Enjoyable Retirement
   Apr 8, 2026
Balancing Retirement Savings and Funding Your Child’s Education: A Practical Guide
   Apr 1, 2026
How to Build Wealth: Smart Strategies for Long-Term Financial Success
   Mar 25, 2026
Life Events That Should Prompt You to Update Your Financial Plan
   Mar 11, 2026
How to Estimate Retirement Expenses and Plan for a Comfortable Future
   Mar 4, 2026
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
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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Questions/Comments
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* Business Name: Name of the business or association that will use the newsletter.
* Business Website: If there is no website use http://nowebsite.com