Equity Associates’ client newsletter service for Equity Associates 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.

The Equity Associates’ newsletter is a four-page quarterly newsletter designed to support you and your unique business:

  • MULTIPLE FORMATS. It comes in three formats: email, print, and PDF to help you reach clients in the way they prefer.
  • STREAMLINED DEPLOYMENT. For the email version, following your approval, we will send out the newsletter to your clients on your behalf.
  • HELPFUL CONTENT. The ‘compliance-friendly’ content is timely, seasonal and is prepared to support your relationship with clients. Articles are designed to peak clients’ interest and the ‘call-to-action’ is designed to drive them to start a conversation with you.
  • FRESH DESIGN. The Equity Associates’ newsletter has a fresh, new design to reflect your professionalism and add to the user experience. You can personalize elements to suit your business, including photos, logos, contact info, custom titles and messages.
  • MORE MARKETING SUPPORT. Every issue includes a FREE sample client cover letter that you can personalize and include in your mailouts and/or emails for a complete and professional package.
  • REPORTING. Within 20 days following the deployment of the Equity Associates’ newsletter, you will receive a detailed report with insights including open rate, link clicks and more.
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Ordering Schedule

Issue Order by Delivery
Q1 – Winter Early December Early January
Q2 – Spring Early March Early April
Q3 – Summer Early June Early July
Q4 – Fall Early September Early October
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LOOKING FOR CONTENT? Ask about our out-of-the box content solution that makes the hardest part of
your financial communications easy!

1 The Mutual Fund edition is written primarily to support MFDA-licensed advisors who wish to communicate to their clients with useful mutual fund and mutual fund investing content. We attempt to prepare it to be considered for co-op funding by Mutual Fund companies. Jackson Advisor Marketing makes no promise or guarantee as to the availability of funding or suitability of any issue of the newsletter for funding. Any agreements on co-op funding are entirely a matter for the advisor, their dealer and the fund company itself.