Perspective
What this month means for you
A few calm paragraphs on what matters right now and what it does and doesn't change for the people on your list.
Services / Email marketing
Email marketing for financial advisors
Your clients and leads don't need more information. They need someone they trust to tell them what matters. A short, personal note from you, written and sent for you, does more than any newsletter full of links ever will.
See plans
→ $500 / month, or $650 with social
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monthly email from you that people actually open and read.
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links to news articles nobody clicks. We tell your clients what matters so they don't have to sort through it themselves.
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audiences, one relationship: the clients who already trust you and the leads who are deciding whether to.
You are the conduit. That's the whole point.
Forward three articles and most clients will read none of them. Send a few paragraphs from you about what those articles mean for them, and they'll read every word.
People read people
Your clients don't care about the market. They care about what you think about the market, because you're the one they trust with their plan.
Analysis, not aggregation
We tell your clients what matters, in plain language, so they don't have to figure it out on their own. That's a service. A link dump is homework.
Less, but better
One thoughtful note a month builds more trust than four rushed ones. Nobody has ever unsubscribed because an advisor was too considerate of their time.
How it works
Written from your perspective. Sent from you. Nothing on your desk.
Every message is written from your perspective as their advisor: a warm note from you, not a cold recap of the facts from a news source. We write it, run it through our compliance process, and send it on your behalf. Clients hear from you regularly without you finding the time to write.
Book a meeting
$500 / month
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Tell us who you serve
A short conversation about your clients, your leads and the topics that matter to them.
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We connect your list
Clients and leads, kept separate so each hears what's relevant to them. Consent handled properly.
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We write and send
A personal note from you, compliance approved, sent on a steady schedule.
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You take the replies
When a client writes back or a lead asks to talk, that's your conversation. That's the whole reason we send it.
What lands in their inbox
Short, human, and useful. Every message answers one question: why should this person be glad they opened it?
Timely
The reminder they needed
RRSP deadlines, TFSA room, tax slips, year-end planning. One thing to do, explained simply, sent before it's urgent.
Educate
One idea, explained well
CPP timing, estate basics, what a holding company is for. The kind of thing you explain across a desk, written down once.
Human
A note from you
Something you've been thinking about, a milestone in the practice, a thank-you. The messages people remember.
For leads
Staying in touch, not chasing
People who downloaded a guide or came to a seminar hear from you, helpfully, until they're ready. No pressure, no countdown timers.
Invite
An open door
A seminar, a review meeting, a simple "reply if you'd like to talk this through." Offered plainly, never every time.
Simple pricing. Better together.
Email keeps the relationship warm. Social keeps you visible. Run both and the people you serve hear from you wherever they are.
Email outreach
Clients and leads
$500 / month
A monthly email from you to the people who already trust you and the people deciding whether to. Written from your perspective, compliance approved and sent for you.
- ✓Written from your perspective, sent from you
- ✓Separate messaging for clients and leads
- ✓Compliance approved before it sends
- ✓No contract, cancel anytime
Email + social Save $150
Inbox and feed, both handled
$650 / month
Everything in Email outreach plus our fully managed Basic social plan: 8 posts a month, each shared to LinkedIn, Instagram and Facebook. $800 of service for $650.
- ✓Everything in Email outreach
- ✓Fully managed social, published for you
- ✓One consistent voice across inbox and feed
- ✓No contract, cancel anytime
Who it's for
Any advisor whose clients haven't heard from them since the last review, and any practice with a list of leads going quiet.
Why bundle
The same voice, the same topics, the same month. Clients see it in their inbox, prospects see it in their feed. About our social plans →
Pairs well with
Paid ads and seminars. Email is how the leads they generate hear from you afterwards.
Email questions from advisors
Will it sound like it came from me?+
Yes. Every message is written from your perspective as their advisor and sent from your address: a warm note from you, not a recap of the news. It reads the way a trusted advisor talks to a client, because that's what it is.
How often do you send?+
Regularly, not relentlessly. A steady monthly rhythm for clients, with timely notes when something genuinely matters. Leads hear from you a little more often while they're deciding. Nobody gets bombarded.
Is it compliant?+
Yes. Every message goes through our compliance process before it sends: educational, no performance claims, no product recommendations. We also follow Canadian anti-spam rules, so consent and unsubscribe are handled properly.
Do I need a big list?+
No. Most practices start with their existing clients and whatever leads they've collected from seminars, guides and enquiries. A small list of people who know you outperforms a large list of people who don't.
What happens when someone replies?+
It comes to you. Replies are the point: a client with a question, a lead ready to talk. We write the message that opens the door; you have the conversation.
Why not just send a newsletter with links?+
Because people don't click them. They open an email from you to hear from you. Doing the reading and telling them what it means is the service; forwarding it is passing the work along.
Marketing insights
When did your clients last hear from you?
Book a meeting and tell us about the people on your list. We'll show you what the first note from you would look like.
Book a meeting
$500 / month · $650 with social ↩