How to create a Newsletter for Financial Advisory?

curated newsletter is a great way of staying on customer top of mind and getting your messages across effectively. Read on to find out how you can leverage the power of a curated newsletter in your industry and rock the finance world, one email at a time!

A curated newsletter is a great way of staying on customer’s mind and getting your messages across effectively. Read on to find out how you can leverage the power of a curated newsletter in your industry and rock the finance world, one email at a time!

To say people in the finance industry are busy would be an understatement. No matter which part of the finance industry you belong to – financial advisor, stock broker, money manager, fin-tech, mutual funds, etc., your day is jam packed with numbers and excel sheets!

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Related : Curated Newsletter :The What, Who, How and Why of a Curated Newsletter

You are Busy and don’t have time to create your financial newsletter

Did you know, people working in the finance industry spend around 80-100 hours a week in their office? That’s a lot of office hours!

Your job is a combination of all of the following:

  • Asset management
  • Researching local and global trends
  • Searching for new customers
  • Fulfill the needs of existing customers
  • Negotiating agreements

And the list goes on..

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Sure, you have your team set up to help you out, but in order to stand out from the intense competition, you need to go above and beyond your normal routine.

And there are not only your contemporaries you need be worried about. The rapid digitization of consumer goods and services is disrupting the age-old structure and making self-service investments easier and convenient for people. The introduction of services like Robinhood, that have become popular on the basis that you don’t need a financial advisor to make your trades. Self-service investment options are gradually becoming the norm; taking the middleman out of the equation.

However, there always will be a segment of the market who either doesn’t have the time or expertise to manage their assets efficiently. Individuals, organizations, endowments, etc. are still looking for the best financiers to help them navigate the markets, as they lack the skill and expertise to do so themselves.  The challenge is to show these prospective customers that they can trust you, your research abilities and investment strategy.

Customer Outreach is Important for Financial Advisors

Customer service is one of the most important parts for any successful business. As competition increases it’s becoming more vital to satisfy the needs and expectations of your customer to reduce churn. 

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You can also make a solid and convincing call-to-action (CTA). When executed effectively, a CTA can give users an additional bump to get more data about your advisor business, and if done right, it can transform that traffic into promising leads and customers.

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According to Radicati’s 2016-2020 Email Statistics report, email will be used by 3 billion people by 2020. That’s almost half of the world population! Shocking, but true.

People have loved, are still loving, and will continue to love email (at least until the robots take over). Sending engaging, meaningful and beautifully designed newsletters to your customers and prospects is a cost-effective way to reach, engage and build trust. 

Let’s Take a Quick Pause:

  1. How often do you email your customers, prospective customers & influencers? Is it for their monthly invoice? Do you send them a daily, weekly email or is it more like once every month or quarter?
  2. What kinds of information are you sharing? Why are you sharing information? Is it even useful?
  3. How long does it take you and your team to create? This is one of the most important questions. There are a ton of great ideas in this world, but too much time can stop any great idea dead in its tracks.

Are there too many unanswered questions? Don’t worry, as you read on, all of these will be answered.

More importantly, you will learn how to create a finance-related newsletter in less than 5 minutes. Your clients, followers, and prospects are going to love hearing from you!

Read more: Finance Newsletters You Can Read to Manage Money!

As a Financial Advisor, you must know:

1 . How often should I be communicating with my clients?

As often as you can!

The best way to provide customer service at scale is by email. Why?

A study by Nielsen Norman Group shows that when asked to opt-in to receive updates from a company, only 10% elected to do so through Facebook, while 90% chose to receive email newsletters.

Newsletters can help you strengthen client relationships, cross-sell, improve client service, build brand awareness, and generate leads.

Sending emails daily shows how hard you and your teamwork. People like receiving newsletters especially those which provide them valuable information right from their inbox. Newsletters benefits both you and your customers:

  • It can help your customers understand market trends.
  • It shows your intelligence and insight on these trends.
  • It provides a personalized touch that most of your peers aren’t able to do because of limited time and resources.

2 . What type of information should I share?

The most important part of your newsletter is the content and information you’re sharing. Creating and curating content that engages your customers is important to influence and build trust.

Let’s us share with you some content ideas you can use in your financial newsletter:

i) Market News

market news newsletter for financial advisors

With so many distractions online, it becomes near impossible to consume news that matters. You can help your readers save time and effort of going through the plethora of information on the internet and giving them their daily dose of financial news right in their inbox.

A curated newsletter, one that comprises content from various sources is a good way to give a complete overview of the market to your readers.

ii)  Educational Resources

Educational resources for financial advisors

The financial world is complicated. Everybody needs help with mutual funds, market volatility, investment strategies, and so on. If you can educate your readers on important topics like these, you can quickly gain their interest and establish credibility.

An educational and useful newsletter helps build up your image of someone who knows what they’re talking about.

iii) Money Tips

Money tips via newsletter by financial advisors

A newsletter that teaches its readers, especially younger audiences, how to save money, pay off debt, invest in the right places and gradually make more money is bound to have a lot of attention and engagement.

iv) Upcoming Fin-Tech News

Finance news sharing via newsletter for financial advisors

Technological advancements in the finance industry are quickly gaining traction and attention. Let your customers understand where the market is headed in terms of technology. All of the customers will need to adapt to changes with digital products and services.

A growing interest in digital currencies like Bitcoin, CoinBase, etc. will be interesting topics to cover in your newsletter.

v) Stock Market Updates

Stock market updates sharing via newsletter for financial advisors

Have your readers make intelligent investments by giving them the ups and downs of the stock market, your stock picks, OTC market insights, etc. Your readers will love you if you can provide them with rich data and a unique perspective. That is after all, why they have hired or are following you!

3 . How can I send an email newsletter quickly? (I don’t have much time!)

So you don’t have time to make a visually appealing newsletter. Well, guess what? We have the perfect tool for you. You can create and send a curated newsletter in a matter of minutes with this awesome content management tool

We’re going to show you how you can take 10 minutes out of your busy schedule and turn your research into a professional newsletter.


Yep. Elink.io is a content management and curation tool that allows anyone to create a visually appealing and mobile responsive newsletter in minutes!

elink works by letting users choose a newsletter template and simply add links to content (fin-tech news, financial videos, investment podcasts, stock market updates, specific company news, etc.).

elink automatically converts those web links into visual blocks with a picture, title, and a short description. You can add a header, some intro text, your company logo and hit submit. It’s that easy!

The best part? You can switch between elink’s beautiful templates anytime you want and preview and test each one to see which one fits your design needs. All the templates are responsive and look great on all devices.

Check outElink’s responsive templates 

Steps to create newsletter for Financial Advisory through Elink

Let’s dive into these four simple steps of curating and creating a newsletter with elink.

Step 1: Select a newsletter template

elink has a variety of visually appealing newsletter templates to choose from. There are many custom email templates to choose from and each template is responsive, so you don’t have to worry about the appearance of your newsletter on different devices with varying screen sizes.

Step 1 : Select a newsletter template

Step 2: Add your content

Copy and paste links to the content you want to share with your audience in your newsletter and elink will automatically generate a picture and a descriptive text regarding the link. You can share anything- market news, fin-tech stories, educational videos, financial documents – basically any content on the web with a link!

You can even make use of elink.io’s Chrome Extension to quickly add links to your newsletter. It’s a smart way to save relevant content across the web and start creating your newsletter as you go through your normal online life!

Step 2 : Add your finance related content

Step 3: Give your newsletter a title!

The first thing your subscribers are going to read is your title. Make sure you make it catchy and appealing enough. To give a title to your newsletter, choose the “Header 1” template and add a header image and short introductory text. This is your opportunity to engage your audience and encourage them to read on.

Step 3 : Add a title to your finance newsletter

Step 4: Publish & Export!

Hit publish once you make sure that everything looks perfect! After publishing, go to your dashboard and select the newsletter button. You can share your newsletter via Gmail, MailChimp or any third party email site by just copy and pasting HTML code. elink.io’s automated HTML code works great with all of the major email service providers like AweberConstant ContactActive CampaignGet Response, Mad Mimi, etc.

Step 5 : Publish and then export your financial newsletter through third party email service providers.

You can even copy and paste your elink.io embed code and add it to your website. It’s a great way to repurpose the newsletters you create into the helpful web content to keep your website looking fresh. Cool, right?

It’s time for you to start curating newsletters for your audience, with a little help from elink.io!

Further Reads : 

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