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.
We custom-build your newsletter template. Our goal is for it to look polished, professional, and on-brand. We’ll include your logos, fonts, and colors, to ensure cohesion with your website and social channels.
Next, we personalize each lead-in.
It’s hard to gain traction sending an all-financial newsletter. It needs to be personal to be interesting. Coming up with personalization ideas can be hard, so we’re here to help. Every month we provide you with a prompt that helps us add a personal touch. Here are some examples:
Prompt: Financial Literacy
April is National Financial Literacy Month. That’s 30 days dedicated to increasing the awareness of financial literacy in schools and for adults. This is a great time to spark discussions with your clients about saving, spending, budgeting, giving and other personal finance-related topics.
To help us personalize your lead-in:
To help us personalize your lead-in:
- What are your favorite financial concepts to teach?
- What area of personal finance is least understood?
- What’s the best book you’ve read on investing?
Prompt: Favorite Recipe
Are your clients hungry for more than just financial news? For this month’s prompt, dish out your favorite dessert or dinner recipe for a nice change of pace.
To help personalize your lead-in:
To help personalize your lead-in:
- What’s your favorite food and why?
- Where did the recipe originate?
- Do you have memories tied to enjoying this dish?
We’ll feature your content.
If you create video-based, audio, or written content, we’ll incorporate it into the newsletter. It’s a great way to make sure your audience is seeing your content, even if they miss it through social media or on your website.
We include a “spotlight” for events and announcements.
Maybe it’s an upcoming webinar, birthday, work anniversary, charitable event, office outing, etc. This section houses important information you’d like to highlight in your newsletter.
Lastly, we provide educational articles.
Every month Oechsli provides two professionally-written articles. We come up with interesting financial concepts, have them written and edited, then add eye-catching imagery to encourage more interaction.
The finished product.
What's included:
FAQs
Frequently Asked Questions about Newsletters
We prefer Mailchimp and have relied on them for years. They offer a nice blend of tools, reliability, and ease-of-use. If you would like us to use another service, we’re open to that too.
You retain control of your contacts, adding them, updating them, and removing them as needed. We’ll focus on supplying them with fantastic newsletter content.
We work with you to develop a newsletter template that reflects your branding and highlights the content that matters most.
After the initial template is built and agreed upon, there would be an additional fee to create a new template.
Absolutely. It’s a great way to enable your website visitors to directly sign up for your newsletter.
Yes, for an additional fee. This is a great idea for audiences you might want to welcome with a series of thoughtful emails. For example, we can build a sequence for those who’ve given you their email in exchange for a whitepaper on your website.
Every month, we build your newsletter using the assets we’ve created and the assets we’ve gathered from you. When it’s ready, we send a test version for you to review. When you’ve verified that it’s what you’d like to send, we’ll send the email on your behalf.
If you’re in Newsletters and Mobile, you get the added benefit of us taking your videos and directly embedding them in your newsletters. If you’re in Newsletters and Social, we’ll add your best performing social posts to your newsletters as well. If you’re in Websites, it makes the subscription process easy and any landing pages a breeze.
That’s fine. We’ll send you a fully-designed, copy-and-paste email to drop into your system.
