Personal contact is one of the greatest marketing tactics of all time. Companies that stay in regular contact with their customers and employees build relationships that last.

When you don’t have time to contact your key audiences in person as often as you would like, newsletters help fill the void. Newsletters enable you to establish your credentials, share useful information on a regular basis on the latest developments or trends affecting investments and good money management practices, and keep your customers and prospects up to date with your products and services.

We assist financial advisors develop their newsletters in four ways:

(1) Proprietary newsletters. These newsletters are specific to your firm with your masthead and content. We work with you to produce each issue from writing and layout to print production.

(2) Content for proprietary newsletters. Many firms already have an in-house newsletter but struggle to find meaningful content for each issue. The Resource Center assists with FINRA-reviewed articles written specifically for active managers that you can purchase for use in your newsletter. Previews of upcoming issues are available on request. You can also ask to receive articles via email for your review.

(3) The Thoughtful Investor. This is a FINRA-reviewed client newsletter developed quarterly by the Active Manager’s Resource Center. Newsletters are available as

• Html formatted emails
• Printed two-color self mailers
• PDF files that can be emailed to clients or printed in house
• Articles and artwork for inclusion in in-house newsletters.

The Thoughtful Investor is personalized for the investment advisory firm with photographs, contact information and even custom mastheads when requested.

The minimum cost per quarter is $250. This includes either email file, pdf, or reprint rights to a full newsletter (individual articles are priced based on length). Printed newsletters are delivered ready to mail beginning at $1.00 per copy with a minimum order of $250. Costs decline the higher the quantity. You can also contract with the Active Managers Resource Center to mail your newsletters. (Read Past Issues)

Editorial Calendar

(4) Two-page "Perspective" Newsletters. Our Perspective newsletter series selects articles from each Thoughtful Investor to create a two -page (front and back) self mailer newsletter for use on a more frequent basis, or as a simplified quarterly contact piece. These newsletters are also available in email, print or PDF format.

Thoughtful Investor samples and prior articles

Financial Perspective samples

Newsletter pricing