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, full-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.