QuarterNotes is the Cetera client communication newsletter, designed exclusively for Cetera Investment Executives and affiliated financial institutions. QuarterNotes is published quarterly and is designed to provide useful information to clients and prospects while strengthening the Investment Executive's relationship with them. The newsletter is published in an 8 1/2"x11", four-page format, printed in full color.
Personalize your newsletter
The newsletter has been carefully designed so that copies can be personalized with a photo, contact information and even a custom message.
The right column of page one includes a message from the Investment Executive to the readers, complete with a signature at the bottom.
The bottom portion of page four is designed so that the newsletter can be mailed as a self-mailer (no envelope), if desired. In addition to the return address, the Investment Executive also can include a photo and contact information.
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