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:
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:
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.
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Frequently Asked Questions about Newsletters
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