Products
- 95% of potential clients are willing to consider content provided by a Financial Advisor as trustworthy.
- 74% of Financial Advisors say social media is a useful tool in attracting assets.
- 72% of clients favor email as their preferred method of business contact.
- 70% of prospects prefer getting to know a Financial Advisor via content rather than ads.
- 60% feel more positive about an Advisor after reading valuable content on their website.
- 60% of next generation decision makers use social media when making investment decisions.
- 47% consume three to five pieces of content before engaging with an Advisor.*
Financial Jumble offers marketing solutions that cater to the needs of Financial Advisors, RIAs, and other financial professionals. The content is versatile and can be used for email and print newsletters, social media posts, and blogs.
Sending out branded newsletters can be an effective way to keep clients informed and educated on important topics. It also showcases your expertise and demonstrates that you are in tune with fast-moving events.
*Sources: FPA, Accenture, Content Marketing Institute, Curata, DemandGen, Content Plus, Marketing Sherpa, Marketwired
Content—Select a Delivery Option for Your Clients
Weekly Market Insights or Monthly / Quarterly Market Insights
The newsletter content from Financial Jumble uses a conversational tone to cover important themes and address common concerns of investors. The format is flexible, allowing for quick updates to reflect sudden changes in the market.
The content is tailored to fit the current fast-paced environment where clients and prospects can easily access and discover the expertise you have to offer with just a click.
Each option includes the Annual Insights & Look Ahead.
And Receive a Weekly Advisor-Focused Newsletter
The Advisor Weekly™ is a chart-heavy, time-friendly, in-depth analysis crafted to keep Advisors informed.
Delivered in PDF format, The Advisor Weekly™ supplements your own perspective about the financial markets and the economy.
It is a convenient and indispensable reference tool that may assist you in client presentations and general questions.
Delivery
Weekly newsletters are delivered prior to the start of the new week, typically Friday.
The Monthly is forwarded by the close of the first business day of the new month.
To serve offices where multiple Advisors practice, Financial Jumble can tailor a package to meet individual preferences, with bundled pricing for one low cost per Advisor license.
Branding
Financial Jumble encourages the Financial Advisor to customize the format with your name, logo, picture, and any timely reminders.
Advisors have the flexibility to use the template provided by Financial jumble. Or, you may create your own, or simply insert the content into your current newsletter.
A Private Labeling option is also available.
What clients say
Discover our Testimonials!
And learn why Financial Advisors turn to Financial Jumble for their newsletter, content, and writing needs.
Are you ready to take the next step?