The “Easy Button” for Writing Great Client Newsletters
The #1 reason clients leave their financial advisor is, “I don’t hear from my advisor enough.”
But, there’s a problem.
You lack the time (and/or desire) to write content you’d be proud to share with your clients and you know everyone can spot canned content from a mile away.
You don’t have to worry about that anymore with Client Memos.
What is a “Client Memo”?
A Client Memo is an email communication designed to be sent privately to your clients and prospects (most importantly, under your name) that reinforces foundational long-term investment and financial planning principles.
We do this while discussing current market topics to ensure your clients know that you are on top of everything that’s happening enhancing your value as their financial advisor.
This is not generic market commentary; it’s a regular dose of Vitamin C for your clients.
The Benefits of Sending Our Client Memos:
Regular Positive Client Feedback and Appreciation for the Consistent Positive Messages.
Fewer (Emergency) Meetings.
Fewer (Worried) Phone Calls.
Better Client Relationships.
More Referrals.
Hours Saved Each Month.
The Messaging You Can Expect from our Client Memos:
We take no position on any investing style as we believe the primary driver of investor success is investor behavior. And we believe successful investor behavior is best achieved through a consistent message directly from you, their advisor.
We are forecast-free, but always positive as faith-in-the-future is a requirement for successful long-term investing.
The investment principles we espouse are evergreen, but we address current market events through the lens of historical context to reinforce long-term investing principles.
FYI: Our Client Memos are written by a practicing financial advisor who hears the same questions and concerns you hear, so our memos often address major events in the market as they are happening.
What You Get with Your Client Memos Membership:
Each month, you will receive four written Client Memos (one per week) designed to be sent either “as is” or you can edit them to make them more authentically “your voice.”[1] Send one or send all, it’s up to you.
Each quarter, one of our memos is a quarterly review titled Signal in the Noise. In this review, we share important things that happened during the previous quarter that did not receive the media attention they deserved.
You are free to update and use the entire backlog of Client Memos (90+) for your private client communication as well. [1]
You gain access to 50+ Money Visual Graphics to use as you wish. New visuals are able to be branded with your firm logo, etc. [1]
We compile a list of the best Links & Resources we come across each month. You may read these for general talking points, to share with your clients and prospects, or on social media.
Lastly, we host a monthly “Office Hours” to share best practices, resources, and ideas. This offers members the opportunity to connect and ask questions.
Here’s our monthly publication schedule:
On the 1st of Each Month: Our Links & Resources 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)
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:
Consider these three questions:
How much time would it take to write just one newsletter that you’d be proud to send to your clients and prospects?
What would it cost you in staff time to have someone else write that same newsletter?
What would it be worth in revenue if your newsletter helped retain (or gain) one single client?!
Our members have reported happier existing clients, gaining new clients, and countless hours saved month after month. But don’t take it from me, see what our members have to say…
Put simply, our goal is to be the best 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 $125 per month.
Here’s how our pricing model works: To encourage the exclusivity of our content and to reflect the value of an ever-growing back catalog of content, our membership rate for new members only** will increase by $25 for every 100 members who join. This means that once we hit the next membership milestone, pricing for new members** will move to $150 per month.
**PLEASE NOTE: If you join today (or whenever you join), you will be permanently locked in at that rate and will be forever sheltered from all future price increases. So, the earlier you join, the more you will save over the life of your membership. This is my way of perpetually thanking people who are long-term members of Money Visuals!
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!
Sample Memos
Below are four downloadable sample Client Memos.
The first is a sample of a traditional memo. These are almost always investment-related 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 with your clients to further showcase your value as their financial advisor. This may also include tax law updates, end-of-year contributions changes, or other informational-style memos.
The third is one of our Charts Memos.
Last is a sample of our Quarterly Review titled, Signal in the Noise.
For Prospective International Subscribers:
We currently have members from nine (non-U.S.) countries around the globe. Those members represent the U.K., Canada, Germany, Australia, South Africa, India, Italy, Trinidad & Tobago, and China. And our international representation is growing.
As a prospective subscriber, it’s important to know that all references to the market are a reference to the S&P 500, but not every memo mentions market data specifically. Of course, as we share above, our members are free to make edits to our content to make their communications more “home-country” friendly.
Feel free to use our “Contact Us” button below if you have further questions.
[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.