Financial Adviser Client Newsletters

Client newsletters

Client-facing personalised newsletters are an exceptional and proven way for strengthening relationships with clients. There has never been a more important time, especially during this period of considerable regulatory change, for professional financial advisers to consider the benefits of using a newsletter as a touchpoint to communicate with clients, prospective clients or professional connections.

client newsletters

Client retention and the loss of hard-earned clients

In these post-RDR times, one of the biggest concerns facing many professional financial advisers is client retention and the loss of hard-earned clients to another competitor. To ensure that this doesn't happen to your business, our advice is that you need to do everything possible to stay engaged with your clients and keep reminding them about why they chose you in the first place.

Don't waste
your valuable time

Goldmine Media do everything for you, so you don't have to waste your valuable time and effort putting your own newsletter together, which enables you to spend more time with your clients to grow your business. We'll take care of the editorial to ensure that it is targeted specifically to your readership so that you achieve the maximum return on your investment outlay. Then we'll create a bespoke design that is consistent with your trading style and branding, and, once printed, we can even mail them directly to your clients in a personalised envelope and covering letter.

client newsletters

Topical and newsworthy subjects
presented in a clear and engaging way

Our goal is to present even the most complex of personal finance and wealth management subjects to your clients in a clear and engaging way. You choose how many pages you require, but typically this ranges from two to eight pages.

All the newsletters we publish are printed on superior-quality paper and are a perfect time-saving marketing channel that will enable you to deliver increased revenues for your business.

client newsletters

The perfect solution to:

  • Include as part of your client service proposition to add further client value
  • Send to clients in between annual review meetings to build further existing client loyalty and reinforce brand awareness
  • Communicate timely information and generate further new business opportunities and leads
  • Establish yourself as the expert that clients turn to when they require professional financial advice
  • Use for referral prospecting – ask clients, 'Who else do you know that would like to receive a complimentary copy?', and then add them to your mailing list to create further business opportunities
  • Dual brand and send to the clients of a professional connection
  • Include as part of a client or prospect marketing pack
  • Send to members of an employee benefits scheme to engage and encourage enquiries

Want your business to stand out from the crowd?

To discuss your requirements, contact Goldmine Media today. Please complete our enquiry form or call us on

0845 686 0055

Call us 0845 686 0055 | Send us an email info@goldminemedia.co.uk