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| Wealth Management Advisor |
| 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. |
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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
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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. |
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© 2009, PDI Global, Inc. All
rights reserved. |
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