Make your clients feel special. Delight them with an engaging email newsletter designed and custom-built for your financial advisor business.
We manage everything for you, including the content.
You can start off your newsletter with your own custom message to communicate one-to-one with your contacts.
You can change your message as often as you wish, or hide it completely.
Your signature block can include your photo, name, business name, address, phone, email, web, etc..
Greetings,
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.
Eric Cross
Cross and Cross Advisors
1058 John Daniel Drive
Columbia, MO 65207
You can give your newsletter a catchy newsletter name, use your business name, or use your business logo.
You can also include a descriptive tagline below your newsletter name or logo.
Your navigation bar can include multiple links to important pages on your business website.
The Savvy Investor
Articles, tips, and ideas to help you grow your investments and your wealth.
Your newsletter includes links to several engaging articles designed to appeal to your contacts.
The articles are automatically updated each week so you'll always have timely and interesting content to pass along.
5 key questions to ask yourself about financial preparations for retirement
Many people head into retirement with unrealistic expectations and assumptions. Often, it's a matter of budgeting incorrectly or carrying too much debt. Some individuals might miscalculate how soon retirement might be thrust upon … USA Today
In a highly publicized "Battle of the Sexes" tennis match, top women's player Billie Jean King, 29, beats Bobby Riggs, 55, a former No. 1 ranked men's player. The day was Sep 20. What year was it?
Quote of the Week
"Too many people spend money they haven't earned, to buy things they don't want, to impress people that they don't like." Will Rogers
Trivia
To a Wall Streeter, what is a shark repellent?
See the answer below.
Your newsletter includes address details, phone number, web address and social media links.
Eric Cross
Cross and Cross Advisors
1058 John Daniel Drive
Columbia, MO 65207
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.
Trivia Answer
To a Wall Streeter, what is a shark repellent? Answer: Any device or strategy used to ward off a hostile takeover
Color Themes
Your newsletter can use a standard color theme, a color theme to match you website, your favorite team, or any color. Click the color boxes to see options.
Newsletter Name
An engaging and memorable newsletter name, using a font to match your brand, will keep you top of mind with your readers.
You can use "The Savvy Investor" for you newsletter name, or any name you wish. Click the color boxes to see font options.
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