Stay Consistently in Touch with Clients
-- Without Writing a Word Yourself
A monthly, email-ready content kit for financial professionals who want to educate and reassure clients without adding work to their plate.
The Problem
Most financial professionals understand the value of staying in regular contact with clients — especially during uncertain or noisy times.
But creating thoughtful, well-balanced client emails month after month takes time. And outsourcing custom newsletters often leads to meetings, revisions, delays, and rising costs.
What starts as a time-saving idea can quickly become another task to manage.
A Simpler Approach
This service provides ready-to-use, white-label email content you can send to clients using your own email or CRM system.
There’s no hosting to manage.
No publishing platform to learn.
No interviews, strategy calls, or ongoing coordination.
You receive the content.
You decide how and when to use it.
How It Works
Each month:
You receive a professionally written content kit
Files are delivered in editable format
You send the content using your existing systems
You remain fully in control of branding, delivery, and compliance review.
What You Receive Each Month
Every monthly content kit includes:
One primary client email
Calm, educational, and written for real people — not headlines.
One newsletter-style article (500–700 words)
Optional extended reading for clients who want more context.
Two short bonus pieces
Tips, reminders, or brief reflections you can use as standalone notes or add-ons.
Multiple subject line options
Including both softer and more direct approaches.
All content is:
Fully white-label
Editable
Non-promotional
Free of predictions or urgency
Use one piece, several pieces, or everything — the choice is yours.
What This Service Is — and Is Not
This is:
A reliable monthly content system
Designed for professionals serving clients age 55+
Built to reduce workload, not add to it
This is not:
A hosted newsletter platform
A custom writing service
A publishing or email delivery service
If you’re looking for heavy customization or ongoing collaboration, this will not be a fit.
Delivery Format
All content is delivered as editable documents via secure links.
Most subscribers simply copy and paste the content into their email or CRM system and send when ready.
Pricing
Monthly Access... $149 per month
Quarterly Access... $399 per quarter (Best Value)
Cancel anytime
No contracts
No setup fees.
Who This Is For
This service is a good fit if you:
Serve older-adult clients
Value calm, steady communication
Want consistency without writing
It’s especially useful if staying in touch feels important — but creating the content feels like a burden.
Final Thought
Client communication doesn’t need to be complicated to be effective.
Sometimes, the most valuable thing you can offer is clarity, steadiness, and perspective — delivered consistently, without noise.
This service exists to make that easier.
See exactly what you’ll receive before you decide
