Client Newsletters for Wealth Managers

Newsletters and content to educate, inspire and engage.

Are you a wealth manager looking to increase the touchpoints between clients and your brand? Perhaps you also want to grow your authority, credibility and thought leadership perception. At CreativeAdviser, we supply excellent, timely and relevant financial newsletters specifically for wealth managers, to help you raise your profile and achieve your marketing goals.

Great for clients
Content provided
Fully managed by us
Minimal work for you
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Compelling design, including your firm’s logo & colour scheme.

CreativeAdviser began it journey as a creative agency for wealth managers and financial planners. As a result, our copywriting and newsletter solutions place top-level design at the heart of what we do. As a result, not only can you be confident that the content we supply is of an excellent standard. You can also expect compelling design and presentaton, integrating your own logo and brand colours.

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Tailored to your firm
Engaging topics
Bespoke content
White-label solutions
Financial Newsletter Content & Articles

Articles & content written by specialists in the wealth management sector.

There is a high barrier to entry to copywriting for wealth managers, due to the level of technical knowledge required. At CreativeAdviser, our team comprises experience content writers in your industry and even professionals who have hailed from the financial sector. This means we are confident in your subject matter and can present it to clients in a meaty, yet understandable way. That means you are not funding a learning curve when you work with us.

A range of specialist topics

CreativeAdviser’s copywriters can produce content on a range of subjects pertaining to wealth management including investments, pensions, estate planning & IHT, discretionary wealth management and specialist investment opportunitie such as EIS and VCTs.

Choose between bespoke or white-labelled content

If you need content specifically written just for your firm, then we can assist you. Alterternatively, we can supply pre-made articles and guides from our content library, which can be integrated with your logo and distibuted to your clients as your own. Get in touch for more information.

Newsletter Features

Punchy, engaging, relevant and great for time-poor clients typical of wealth mangers.

We have found that clients of wealth managers typically engage very well with newsletters that are concise, and allow them to engage with the content they wish to consume. Our newsletters cater perfectly to these client expectations, offering a snippet of each article under attention-grabbing headlines. This allows your readers to select the information most relevant and interesting to them, rather than overwhelming them with reams of content. This also makes your newletter highly measurable and easy to track, allowing us to continually improve your newsletter campaign month by month in light of results.

Fully managed by us

We write all the content, send it to your email list on your behalf and optimise it in light of campaign data. You just need to review and approve the work.

Approved content calender

Our team can craft a bespoke content calendar for your newsletter, ensuring the content connects powerfully with your own, unique clients.

4x engaging articles

Every edition of your newsletter contains up to 4 articles on different topics – each comprising up to 1,000 words of clear, engaging content.

Surveys, factsheets & more

Provide further, ongoing value to your clients and drive conversation by including surveys, industry factsheets and more within your newsletter.

Client newsletters and email marketing for…

Frequently asked questions

Who writes the content for your financial newsletters?

Our content is completely written by us and our extended network of financial services writers. The articles you receive can be either pre-written (from our content library) or unique to your brand. The latter can be hosted on your website, providing additional search engine benefits. Our writers are highly experienced in the financial services industry and can assist on a wide range of topics including pensions, tax planning, foreign exchange, inheritance tax planning, investments and more.

Is all of the content compliance checked beforehand?

In our experience, financial advisers and other firms have their own compliance arrangements and like to use these to sign content off. Moreover, their respective compliance checks tend to come back with varying degrees of feedback. So we find it best if our copywriters produce the content, check for spelling and grammar, do a final fact-check and then send to you for compliance to review. This lets you focus on your business whilst your content production works in the background.

Is there any flexibility with the frequency of your financial newsletters?

Our financial newsletters work best when they provide a regular touchpoint between your brand and your clients. Our packages therefore recommend running your bespoke newsletter on a monthly or bi-monthly basis. However, we are happy to discuss an alternative frequency with you if you believe this would suit your clients better (e.g. quarterly). Please get in touch to speak to one of our newsletter specialists to discuss your campaign needs.

Can we run multiple newsletters at the same time?

The off-the-shelf packages we offer are focused around a single financial newsletter, although our Enterprise plan allows you to send out to multiple segments on your list. If you are looking to run multiple, regular financial newsletters to a number of email lists or segments then we can provide a bespoke package if you inform us about your needs. For instance, larger financial firms with different financial services divisions might benefit from this solution.

How do you send out the newsletter?

We use MailChimp as our newsletter delivery system to your clients. This is where we design and build your newsletter prior to review. It is also where we build your campaign for the month, and generate the engagement report once your financial newsletter has been sent off. Sometimes clients already have a MailChimp account which they are happy to give us access to. Others will likely need us to set one up for them, which we are glad to assist with.

How do you choose topics for the newsletters?

A range of factors goes into choosing topics for a bespoke newsletter. Generally speaking, we agree a content calendar with you ahead of time, to cover the next 2-3 months. The topics are partly chosen based on what you believe your clients will be interested in, or worried about. Other considerations will be current trends in the news, and important keywords you might wish to go after in Google search in order to increase your search engine rankings.

Do we contribute content to the newsletter ourselves?

Sometimes clients want to include content they have written within the financial newsletters we send out. If you would like to contribute in this way to your own newsletter in addition to the content we write, then you are of course welcome to do so! Others simply want to let our writers get on with things, which is also fine. Occasionally, we might ask you to write a short message to your clients when appropriate (e.g. a short festive message leading up to Christmas).

Do the newsletters work on mobiles and tablets?

Your clients will be able to read the content we send in our financial newsletters regardless of the device including mobile, tablet and desktop. Since our newsletters do not contain articles as attachments, this means your emails are more likely to pass your clients’ spam filters and actually arrive in their inboxes. Please note that we test your newsletter on multiple devices and platforms prior to sending to your clients, to ensure as much as possible that it renders properly.

If you’re ready, start your project today. Or contact sales on 01923 232840.