We craft financial advisor newsletters people want to open.
A good newsletter helps people learn from you and about you.
Our work begins by designing your unique newsletter template.
Next, we personalize your introduction.
Intro: Fostering Financial Values
We cannot think of a better time to discuss the importance of financial literacy, education, and planning for the future, especially in the context of the great wealth transfer. With more than $84 trillion expected to change hands over the next two decades, educating the next generation on financial management and responsibility is crucial.
Here are a few things to keep in mind when trying to foster financial values in your family:
- Create a personal financial mission statement with your family. This could be about pursuing financial literacy or focusing on charitable giving.
- Schedule regular family meetings to discuss values and financial goals.
- Teach financial literacy to your children. This can include showing your children how to save money, distinguishing between needs and wants, or overviewing basic financial principles such as budgeting, credit, or investment strategies.
Intro: Money Conversations Are Hard
Do you find it difficult to talk about money with your partner? Join the club. Money is a leading cause of stress in relationships.
But when it comes to money, communication is key. Constructive money conversations create transparency, establish shared goals, and provide meaningful insights into each other’s perspectives.
So, how do you open up the dialogue? Of course, you can always lean on us to guide these sensitive conversations, but you can also broach them yourself. The key is to ask questions that are non-accusatory and start with questions to identify values and beliefs. For example:
- “What are your money goals? Do you feel like we’re on track to get there?”
- “Fill in the blank as it relates to our finances. Wouldn’t it be great if we_______?”
- “What’s your biggest fear when it comes to money?”
We’ll feature your content.
We include a “spotlight” for events and announcements.
Lastly, we provide educational articles.
The finished product.
We create print-friendly newsletters.
Services
- Monthly Newsletter
- Template Design
- Blog Library Access
- Prewritten Introductions
- Spotlight Graphic Design
- Newsletter Specialist
- Email Distribution
- Custom Introductions
- Email Drip Sequence
- Revisions
FAQs
Frequently Asked Questions about Newsletters
Our Newsletter Program provides professionally written, designed, and distributed email newsletters tailored to your firm. Depending on your tier, services may include custom design, curated or custom content, spotlight graphics, revisions, email distribution, and scheduling.
Our standard turnaround time is seven (7) business days from receipt of all required content. While we often deliver sooner, clients should plan around this timeline.
- No custom newsletter header (logo only)
- No spotlight section
- No article replacement
- No scheduling services
- No multiple versions
- No edits after template selection beyond the included round
Yes. Additional revision rounds are available for an extra fee.
- Standard: No content submission required
- Plus & Premium: Monthly content form submission (required for Premium)
Each Plus or Premium client is allowed two (2) late submissions per calendar year. After that:
- Late or missing content may be forfeited
- Submissions fewer than seven (7) business days before the month-end may incur delays or rush fees
Rush fees apply for:
- Requests with fewer than seven business days of turnaround
- Same-day edits
- Late submissions requiring expedited delivery
We prefer Mailchimp due to its reliability, data tracking, and ease of use. If you prefer another platform, we’re open to using it.
You do. You retain full control over adding, updating, and removing contacts. We focus on content creation and execution.
Oechsli can distribute newsletters on behalf of clients in the Plus and Premium Tiers that provide login access to a supported email platform (such as Mailchimp or Constant Contact).
If we are not granted platform access, you will be responsible for uploading and sending the newsletter through your system. We will provide a ready-to-use HTML or copy-ready version.
Depending on your tier, we either:
- Apply your branding to a pre-formatted template, or
- Collaborate with you to fully design a custom template that reflects your firm’s brand and goals
Yes, but once a template is finalized, any new template or major design change will incur an additional fee.
Yes. Email drip sequences are included in the Premium tier and are available for an additional fee in other tiers.
To fully automate a drip or segmented sequence, you must have your own account with a supported marketing system such as Mailchimp or Constant Contact that supports automation and segmentation, and provide us with login access.
If you do not use a dedicated EMS, we can still build the full drip sequence for you. However, you will be responsible for manually sending the emails according to a schedule we provide, as automation and segmentation will not be available without an EMS.
Absolutely. We can help you connect a website form directly to your email list.
Yes. We provide a library of Oechsli-written articles, and spotlight graphics can be created depending on your tier.
- Video + Newsletters: Videos can be embedded directly into newsletters
- Social + Newsletters: Top-performing social posts can be featured
- Ads + Newsletters: Build and grow your email database through social media ads
- Websites + Newsletters: Seamless subscription forms and landing pages
Once delivered, all files become the client’s responsibility. Oechsli is not responsible for file loss, corruption, or misuse after delivery.
Additional fees may apply for:
- Extra revision rounds
- Template or header changes beyond included revisions
- Multiple newsletter versions
- Custom-written articles
- Rush requests
