financial planning accounting law and financial services marketing newsletters

Planning for Prosperity

This eight-page bimonthly newsletter enables financial advisors, insurance agents, accountants, bankers and lawyers to increase their visibility and demonstrate that they have the sophisticated knowledge required to serve as a trusted financial advisor. Here’s a proven way to tap the large and hot market for personal financial planning and wealth management services.

Target audience

Business owners and executives
Professionals and high net worth individuals
Investors and retirees
Clients, prospects, referral sources and media contacts

Representative topics

Personal financial planning
Estate planning
Risk management / insurance
Retirement planning
Tax reduction strategies
Succession planning
Charitable giving
Investment planning / management

This powerful, four-color marketing tool is available on an exclusive basis in specific market areas in print or several electronic formats. It is written by top professionals and costs far less than a comparable newsletter produced in house.

Call 800.227.0498 or contact us to request a sample and more information about this cost-effective way to market your financial planning services. And see Tax, financial and business planning guides for additional ways to build client relationships in this niche.