Well-Advised is the exclusive client newsletter program for Assante financial advisors – created by some of the most seasoned financial advisor marketers in the business.

It’s designed to enhance your professionalism, promote your personal brand, and build deeper client relationships through regular communications.

Well-Advised is a quarterly newsletter designed to support you and your unique business:

  • MULTIPLE FORMATS. It comes in three formats: Print, PDF and Email to help you reach clients in the way they prefer. The email newsletter is only available for the users of the My Website Assante tool.
  • HELPFUL CONTENT. The ‘compliance-approved’ content is timely and seasonal and is prepared to support your relationship with clients. Articles are designed to pique clients’ interest and the ‘call-to-action’ will drive them to start a conversation with you.
  • PROFESSIONAL DESIGN. You can personalize it in many ways: photos, contact info and messages.
  • MORE MARKETING SUPPORT. Every issue includes a FREE sample client cover letter that you can personalize and include in your mailouts for a complete and professional package.

Disponsible en français!

Bien Conseillé est la version française de notre infolettre. Seule la version courriel pour les utilisateurs de l’outil My Website est disponible.

150 $ par édition.

Pour plus d’information, ou pour passer votre commande, contactez Florent Fischer à flo@jacksonadvisormarketing.ca.


Well-Advised