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The
Need
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For
years now, I've had Financial Advisor after Financial Advisor literally
begging me to publish a turnkey monthly client newsletter that they
could easily tap into and use as their very own.
You
see, it is relatively common knowledge that I am a marketing-driven
guy who has received high-accolades for my direct-response marketing
& copywriting abilities (check-out my record-breaking Fill-the-Room® Seminar System if you wish to verify my performance
results). Most folks believe I have not previously published such
a resource due to the time involved. And although that has been
a consideration, the REAL REASON has been. . .
C
– O – M – P – L – I – A –
N – C – E !
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Well,
GOOD NEWS,
I've finally found
the solution! |
Compliance
is a serious matter - one not to be skirted or taken lightly. But
is also a fact of life that we’ve all got to be able to make
an honest living with our marketing efforts.
Before
I uncovered this solution, I'll admit, I was perplexed by the challenge
of creating a results-oriented, timely financial newsletter and
most specifically the lengthy process of having it reviewed by compliance
departments and/or submitted to FINRA for review (which takes
what seems like forever). Traditionally, by the time a newsletter
is ready and approved to be sent to clients/prospects it has lost
its timeliness and ultimately its effectiveness/value.
Thus,
I've not previously published a newsletter for your use.
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now I've uncovered an effective newsletter formula that breaks-through
the timeliness barrier! |
After
brainstorming and methodically picking the brain of the securities
attorney, Andrea Stewart, I employ within my Broker-Dealer (USA Financial Securities™) we have come up with a format
that is difficult (if not impossible) for FINRA and/or your Compliance
Officer to have concerns with.
Now
I can’t make cross-the-board blanket statements here but generally
speaking here is what I have found to be workable in a consistent
manner:
Quotable,
footnoted, researched facts. . . combined with provocative open-ended
response-driven questions.
As
such, I've retained the services of a top-notch researcher who specializes
in the financial services business. On our behalf, he doggedly scours
the limitless gambit of streaming data to uncover, cross-categorize,
decipher and prepare a series of intriguing factoids each month.
Then I review them for content and appeal, narrowing the herd so-to-speak,
and combine these factoids with provocative, disturbing questions
designed to move the reader to action… Such as attending your
next seminar, calling you for an appointment, or referring you to
their friends and family.
Every
month, you receive an email notice that the current edition of "Fascinating
Financial Facts®" is available for your download. If you are
a rep with USA Financial Securities™, this is provided pre-approved
from the Compliance Department. If you are with another BD, you
can email it to them for immediate review. Plus you have full-reign
to manipulate 100% of the Newsletter to fit your needs. You can
extend, delete, add an article or two from you, plug your next seminar.
. . Whatever. . . The world is at your fingertips (literally as
you get this as a Word document).
The
newsletter is sent to you in a format that you can in-turn email
directly to your recipients. . . and/or. . . You can email to your
printer who can immediately print in a full-color tri-fold mailer
format (or any other format you choose).
Continued...
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