Be Like This Financial Adviser: Not Boring!

Wealth managers and financial advisers have to carefully watch that they comply with many rules. Often they publish newsletters that include pre-approved content, also known as canned content. They’re safe and boring!

One adviser decided to keep top of mind with her clients by writing only about everything except financial stuff.

Her adventures, family, reading, music and life stories of her clients (with their permission, of course).

Her newsletter has a very high open rate. Her clients rave about how great she is. And they are very loyal.

What are you doing to stay top of mind with your clients and customers?

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