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Financial Planning Matters
Bank Broker Newsletters

Financial Planning Matters

A flexible, cost-effective, quarterly newsletter for brokers to generate sales leads from prospects and to cross sell additional services to existing customers.

Financial Planning Matters provides you with a path for regular and direct communication to your prospects and customers. In precise and lively language, it explains key issues about investment and other financial information, establishing your knowledge and expertise as a trustworthy manager and resource. Simple and cost-effective individualization educates the prospect or customer on specific products, services or any other appropriate marketing message that you wish to deliver, boosting the potential for new business.

Among the key topic areas regularly discussed in Financial Planning Matters:

  • Investments and investment planning.
  • Income taxes.
  • Retirement planning.
  • Financial and estate planning.

The newsletter was designed to allow you to customize it for your specific use. Our prices include running your custom message on page one, complete with your photograph, and an area on page four that can accommodate additional information. You also have the option of selecting a custom title for the newsletter.

Web site use:
Extend your use of the newsletter and increase your visibility by posting each issue on your Web site. The price is $150 per issue.

E-mail version:
Broaden your marketing communications by e-mailing a special version of the newsletter to select customers and prospects. Each issue we send you a full set of text files complete with your individualization, ready to be e-mailed. The fee is $150 per issue, or only $100 if purchased with the Web site option.

For samples of Financial Planning Matters, please contact us.


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