The “Easy Button” for Sending Great Client Newsletters

The #1 reason clients leave their financial advisor is, “I don’t hear from my advisor enough.”

You know this. And you’ve known it for years, but writing content you’d be proud to share with your clients takes hours you don’t have. And you know everyone can spot canned content from a mile away.

Client Memos solves both problems: content you can be proud of, without the hours.

"I used to spend hours (dreading) putting together my next newsletter. Now it takes me about 10 minutes a week… My open rate has increased by over 30%." — Clint H.

"I regularly receive feedback from clients on the quality of the writing and message, which has directly led to referrals." — TJ V.

"I have never gotten such consistently positive responses from clients from a newsletter." — Todd B.

What is a “Client Memo”?

A Client Memo is an email written for you to send privately to your clients and prospects, under your name, with no attribution to us required.

Each memo reinforces the long-term investment and planning principles you already teach, while addressing what's happening in the market right now, so your clients know you're on top of everything, without you having to write a word.

This isn't generic market commentary, nor is it written by some marketing person who has never sat across from a client. Each and every memo is written by a 16-year financial advisor veteran who has heard every client question and concern you have, which is why our memos often address major market events as they're happening, when your clients need perspective most.

As an FYI, we take no position on any investing style, because we know that the primary driver of investor success is investor behavior, and the best driver of good behavior is a consistent message directly from you, their advisor. Additionally, we are forecast-free but always positive, because faith in the future is a requirement for successful long-term investing.

What Members Actually Experience:

Members tell us the same things over and over:

• Clients reply to thank them for the emails, often for the first time ever.

• "Panicky" clients start saying "I know, I know. Stay the course." in review meetings instead of wanting to sell during a market dip.

• Emergency meetings and worried phone calls drop significantly. That’s if they’re not eliminated entirely.

• Referrals come up in conversations that start with "I forwarded your email to my brother."

• And the hours that used to go into writing (or dreading writing) go back into your practice, or your family.

What You Get with Your Client Memos Membership:

Every month, your membership includes[1]:

• 4 written Client Memos (one every Friday) — Send as is, or lightly edit them to your voice. Send one or send all; it’s up to you.

• Instant access to the full backlog of 200+ memos — Usable from day one for your private client communication.

• A quarterly review memo, Signal in the Noise — We cover the important things that happened during the previous quarter that did not receive the media attention they deserved.

• Our entire library of Money Visual graphics — You are able to use visuals in any way you wish, including branding them with your firm logo, etc.

• A monthly “What I’ve Been Reading” roundup — You may read these for general talking points, to share with your clients and prospects, or on social media.

• Monthly members-only Office Hours — On this call, we share best practices, marketing and financial planning ideas as a community of advisors who are doing this well.

• A 1-on-1 onboarding Zoom call with me — I share everything I've learned both from publishing my own client newsletter and from helping hundreds of advisors start and sustain newsletters as well.

• Here’s our monthly publication schedule:

  • On the 1st of Each Month: Our “What I’ve Been Reading” Post

  • 1st Friday: Client Memo

  • 2nd Tuesday: Members-Only Office Hours (3pm ET)

  • 2nd Friday: Client Memo

  • 3rd Friday: Client Memo

  • 4th Friday: Client Memo (a Charts Memo for our visual clients)

  As an FYI, we are email-platform-agnostic. We provide the content; you use the email platform of your choice. There’s no need to make a change from what’s already working.

The Easy Way to Leverage Your Time and Resources:

Not only is a client newsletter the most efficient way to keep your clients informed—which results in lots of time and money saved—but when it’s done right, a newsletter can and should be revenue-generative for your practice as well by helping you bring in more referrals and convert prospects! We’d love to show you how!

Put simply, our goal is to make your Client Memos membership the best (and hopefully, your favorite) investment you make in your business all year long.

Our Pricing & Membership Details:

For all the benefits noted above, our Client Memos Membership is currently $150 per month.

→ Upon reaching 500 members, we will initiate a one-out, one-in process, and our price will increase to $200 per month.

→ Whenever you join, you will be permanently locked in at that rate and forever shielded from all future price increases.

Join Client Memos Here:

To join our Client Memos Membership, click the button below. If you are not completely satisfied, we offer a 30-Day Stress-Free Money-Back Guarantee.*

*Our 30-Day Stress-Free Money-Back Guarantee: If during your first 30 days you decide Money Visuals isn’t a fit, simply cancel your subscription, and we will automatically issue a full refund of your payment without you being required to contact us. It’s just the right thing to do. There’s no risk and no commitments!

What Our Members Say

"Everything about Money Visuals is turn-key. By far the best investment I've made in my practice over the past few years… My only wish is that I had found MV years ago!" — Jason K.

"Finding your work allowed me to move from being a writer to an editor… The result is more communication, better communication, and hours of time saved." — Brian V.

“Money Visuals is an absolute MUST for any client-facing financial advisor. His weekly memos have saved me and my firm hundreds of research and marketing hours.” — Nick C.

Read more member experiences here.

Sample Memos

Below are four downloadable sample Client Memos.

The first is a sample of a traditional memo. These are almost always investment-related or headline-clarifying memos, all designed to help your clients stay the course.

The second is a sample of a more “technical” memo designed to communicate important (investment- and/or non-investment-related) topics to your clients, further showcasing your value as their financial advisor. This may also include tax law updates, end-of-year contribution changes, or other informational-style memos.

The third is one of our Chart Memos, where we share eight charts each month (on the 4th Friday) on a wide variety of topics, typically with some underlying theme.

Last is a sample of our Quarterly Review titled Signal in the Noise.

Common Questions:

Do I need to credit Money Visuals? No. Memos are designed to come directly from you, with no attribution required, but must be sent privately. The graphics include a full "do anything" license for paying members.

What about compliance? Members send memos as a private email newsletter and obtain their own compliance approval. Members—including dually registered advisors—routinely tell us that approval was easier than expected, and I'm happy to walk you through structuring the memo and disclosures during your onboarding call.

I'm outside the U.S.; will this work for me? We currently have members in nine other countries, including the U.K., Canada, Germany, Australia, South Africa, India, Italy, Trinidad & Tobago, and China. As an FYI, all market references are to the S&P 500. Of course, you are free to edit any memo to make it home-country friendly.

What are the membership rules? Two, and they protect the exclusivity every member pays for: memos are to be shared privately with your clients and prospects only (meaning, they are never to be posted publicly or anywhere searchable), and each paid subscription covers one advisor. Violations end the membership without refund. Learn more about our rules here.

Can I really cancel anytime? Yes. And in your first 30 days, canceling triggers an automatic full refund.

 [1]Rules of the Road and Legal/Compliance Notes for Client Memos:

• Two Rules of the Road:

  • Rule #1: The written memo section must only be shared privately with your clients and/or prospects and cannot be posted in any format to any public domain. In other words, it cannot be “searchable” or “Google-able” in any way. This is for the protection of all subscribing members who have paid for the right to this exclusivity.

  • Rule #2: One advisor per paid subscription. Money Visuals and these Client Memos are part of my livelihood. Please do not steal it or allow someone else to steal it for you.

  • Any violation of either of these rules will result in the immediate revocation of the use of these memos without refund, and legal action may be taken.

• Legal and Compliance Notes:

  • A private email newsletter is the encouraged medium for Client Memos. It is up to the subscribing member to obtain compliance approval. This decision is at the subscriber’s discretion, and Money Visuals LLC cannot be held liable in any way.

  • The written memo itself is specifically designed to come directly from you, the advisor, and requires no attribution whatsoever to Money Visuals LLC.

  • All Money Visuals (the sketches ONLY) include the full “do anything” license for use by current paying members.

• For the full Legal Use and Guidelines, click here.

A Few Spots Left, Then the Doors Will Close.

‍Client Memos is capped at 500 members, and once these spots fill, membership closes to new advisors with no set reopening date. Join today, lock in $150/month permanently, and your first memo is ready to send this Friday.

Questions first? Contact us; we’re happy to help!