What Advisors Have to Say About Our “Client Memos” Service:
Here are a few examples of feedback we’ve received from our members about their experience with Client Memos:
“Simply put, Money Visuals has been a game changer for my practice. I used to spend hours (dreading) putting together my next newsletter. Now with MoneyVisuals, it only takes me about 10 minutes a week. The impact it's had on my business is hard to calculate but it's definitely a high multiple compared to what I pay monthly.
The feedback I receive from clients is fantastic. My open rate has increased by over 30%. I recommend it all the time to other advisors. It's just written in a communication style that's so easy to understand. Honestly, I can't imagine not having it in my practice at this point since my clients and I have become so accustomed to the insights it provides.
Money Visuals is undoubtedly one of the top 3 practice management tools I use and could be #1. When you sing its praises basically to every advisor you meet, you know it's doing something right.”
- Clint H.
“The Money Visuals newsletter has been an amazing addition to our weekly email newsletter. During our review meetings with clients, I've had numerous clients, some of whom can normally be a bit "panicky" as it relates to the stock market, tell me they understand the market is volatile and they just need to "stay the course"!”
- Michael H.
“For several years I’ve yearned to improve my ongoing client communications. Trouble was finding the time to do it a high-level and something I’d be proud to attach my name to. Then one day I stumbled across Money Visuals, which has changed my life. The first thing which struck me was the author’s style, which resonates deeply with me. The content provided by Money Visuals isn’t full of jargon and reciting facts; it’s written for regular people and isn’t too technical.
What drew me to subscribing was the weekly private client memos, which I can send out to my clients after minor fine-tuning. I’m dually-registered, so I need compliance approval before any mass communication. I was apprehensive at first on this process being cumbersome, but was pleasantly surprised how easily it went through my compliance approval process. Money Visuals walked me through how to structure the memo and modify the disclosures on a personal 1:1 call! They also gave me suggestions on formatting and frequency. Amazing!
On top of all this, Money Visuals holds a monthly forum for subscribers to share ideas, success and struggles. I’ve found this advisor community extremely welcoming and valuable.
Finally, the library of visuals and historical content is amazing! I regularly post a visual on social media from the library after rebranding with my firm’s logo.
Everything about Money Visuals is turn-key. By far the best investment I’ve made in my practice over the past few years. The responses from the first few memos I’ve sent out have been fantastic. My only wish is that I had found MV years ago!”
- Jason K.
"Money Visuals has had a tremendous impact on my practice by reiterating timeless investing principles via the client memos. I regularly receive feedback from clients on the quality of the writing and message, which has directly led to referrals. Money Visuals has been an incredible investment in staying top of mind with clients, and I wouldn't otherwise have the time (or talent) to send memos otherwise."
- TJ V.
“I continually get great feedback from clients on these memos, which is something I’ve never gotten in the past from the compliance-driven articles I’ve shared. They feel more connected to what’s going on, and their confidence to ‘stay the course’ has grown.”
- Ed W.
“I have never gotten such consistently positive responses from clients from a newsletter.”
- Todd B.
“I love the money visuals emails. They’re everything I’ve wanted to communicate to clients and prospects, and more I didn’t think of. This is the best $$$ I spend.”
- Freeman L.
"I write a quarterly letter to my clients and found it a struggle the past few years. I love to write, and I am a good writer, but I have a lot of clients and a family I enjoy spending time with.
I was finding it hard to balance it all. Your content was the perfect solution. We share a lot in common with how we think and write.
Finding your work allowed me to move from being a writer to an editor. I can now take your exceptional work, edit it slightly to ensure it has my "voice," and send it to my clients.
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. Not to mention, his writing style is so conversational, value-packed, and easy for any client to understand. I have gotten such great feedback from my clients regarding the timely and impactful content we're able to produce each week as a result of Money Visuals.”
- Nick C.