Newsletters Made Specially For Financial Advisers

Are you looking to engage your client base with compelling, unique content? At CreativeAdviser, our team specialises in creating amazing articles and newsletters which provide stimulating reading for your clients, increasing your brand authority and advocacy.

Regular newsletters make people feel like they’re part of your business and builds trust. Whether you want to write copy yourself and have us help with managing your newsletter, or you want a full-service newsletter solution, our experienced team can help.

Increase Your Search Engine Rankings

Our approach to financial newsletters essentially combines email marketing with search engine optimisation.

This means that not only will your clients be engaged by the content they receive from you in their inbox. The content is housed online, allowing it to be picked up by search engines – therefore increasing your website traffic and rankings.

Our digital marketing consultants work with you regularly to create an effective strategy to optimise this strategy, helping you increase client engagement, increase your brand awareness and exposure, and drive more referrals.

One of our newsletter templates used in financial marketing

Flexible Packages

Some IFAs want us to write all of the content for their newsletter. Others want to contribute their own thoughts and articles. Whatever your needs, we can devise a package which works for you.

We care of all the technical stuff. We’ll design your bespoke HTML e-newsletters based on your firm’s logos, branding and colour scheme. Every template carries your contact details and website address.

Our service includes weaving in special promotions, offers and vouchers that will drive traffic to your website. We’ll also add “Share with a friend” buttons too, enabling you to increase your referral opportunities from current clients.

Promote anything from articles, events or even featured funds, all of which can be linked through to your website. Weekly, monthly or quarterly – you decide how often you publish.

Complete Set-up And Integration

Do you have a customer relationship management system (CRM) that you want to integrate with your financial newsletter? Or perhaps you use a marketing platform like Hubspot, which you want to link things together with your campaign?

We set-up the campaign for you, taking care of everything from importing contacts to integrating a sign-up form into your website. We work with you to create incentives to encourage people to sign-up for the newsletter.


Easy Management & Actionable Data

We use a range of popular email platforms (MailChimp, Constant Contact and iContact) to create and send email campaigns. Not only does this facilitate integrations with third party software, it also helps you create and manage adhoc campaigns yourself.

Every month, you receive clear reports about how your financial newsletter is performing. Our online Portal gives you access to bounce rates, open rates and click through rates. The system also enables you to view your website’s search engine rankings over time, as well as Analytics data such as website traffic and behaviour.

Start your project

CreativeAdviser has over 25 years experience in the financial sector working with a broad range of Financial Advisers, Financial Planners, Investment firms and Wealth Management companies from around the UK.

Get in touch today and discover how we can help you.

Get Started

Latest Articles On Financial Newsletters

How To Create A Financial Newsletter Which Clients Actually Read

In our experience, if there’s one thing most financial advisers seem to want, it’s a decent client newsletter. However, the trick is delivering a newsletter which actually: Engages your clients meaningfully Leads recipients to refer you, thus creating new business opportunities Keeps you at the......

Should You Write Financial Newsletters Or Blog Posts?

You’re a financial adviser, and you only have limited time. You need to engage your current client base, but also try and reach new prospects via your website, guest posting and content marketing. How can you realistically do both? At CreativeAdviser, we believe there’s a......

Financial Newsletters

Marketing your Financial business with smart financial newsletters

If you don’t have an e-newsletter working hard for you on a regular basis, you’re missing out on an essential marketing tool. Building up an email list you can send your financial newsletters to would be one of the best marketing tools you can have on your side. It means you can start building up a mailing list of names that are interested in your business.

What would that mean to you, and to your bottom line?

Financial newsletters that catch the eye

Everyone is used to receiving emails left, right and centre nowadays. So you have to make sure yours stand out. That’s where we come in.

We can create smart designs that bring in your logo and branding to make the newsletters instantly familiar to those who have signed up to receive them. They’ll recognise they’re from you and make an effort to read them. The newsletters will also link through to your website, increasing your traffic and sending people exactly where you want them to go.

Smart marketing that makes good sense

Not everyone who lands on your website will be ready to hire you for business straightaway. But if you can capture them as a lead and send them your financial newsletters from time to time, you’ll remind them you are there when they need you most.

When it comes to choosing their independent financial adviser, your name will immediately spring to mind. The professionalism of your website and newsletters will help sell your service – and that has to be a good thing, doesn’t it? It might just be the easiest sale you ever make.

Contact us today to get started on your financial newsletters

If you don’t have a regular newsletter yet, you’re missing out. So are your clients. Make the change today – get in touch with us and let’s see how we can connect with your clients in a stronger and more successful way.

Start your project with CreativeAdviser today…