The Planning for Prosperity marketing newsletter from PDI Global, also available with the title Wealth Management Advisor, is available in email, online and print newsletter formats, as well as a content-only version. Designed for accountants, insurers, professional financial planners and other financial advisors, this bimonthly marketing newsletter gives you a cost-effective way to:

• Provide information that demonstrates your financial planning and wealth management expertise,
• Build brand awareness and market your financial planning, asset protection and wealth transfer services to high net worth individuals, retirees, business owners and professionals,
• Save effort, time and money while achieving your client retention and business development goals, and
• Communicate regularly  with prospects, clients, referral sources and the media,

Planning for Prosperity / Wealth Management Advisor is licensed on a market-exclusive basis to maximize impact and protect your brand identity. Each issue contains four professionally written articles on such financial planning subjects as retirement and succession, planning, asset protection, estate planning, and wealth transfer.

Email / print financial planning services marketing newsletter

The eight-page print newsletter version of Planning for Prosperity / Wealth Management Advisor can be branded with your logo and customized with self-mailer and other information. The print version is also available in PDF format to post on your website. The online/email newsletter version enables you to change content and images as you like, insert links and bylines, and add a firm description or introductory message.

Planning for Prosperity / Wealth Management Advisor target audience

• Business owners, executives and investors
• Professionals and other high net worth individuals
• Retirees and families at all stages of life
• Prospects, clients, referral sources and media contacts

Planning for Prosperity / Wealth Management Advisor representative topics

• Personal financial planning
• Estate planning and wealth transfer
• Asset protection strategies
• Life insurance and risk management
• Gifting and charitable contributions
• Retirement and succession planning
• Investment planning and management
• Tax planning and trust services

Click on the links at left to view PDFs of the latest issues of Planning for Prosperity / Wealth Management Advisor and see the related estate planning newsletters we offer. And visit our newsletter landing page for more information about these industry-leading marketing newsletters.

High-impact financial planning niche marketing newsletter

For a print sample and pricing, or to subscribe to Planning for Prosperity / Wealth Management Advisor, email us or call 800.227.0498. Be sure to get the rights to this best-selling newsletter for your area — before a competitor does.