Money Ideas is a four-page quarterly newsletter designed to support you and your unique business:
- MULTIPLE FORMATS. It comes in two formats: print and PDF to help you reach clients in the way they prefer.
- TWO VERSIONS. An ‘Investing’ version is ideal for IIROC licensed advisors and a ‘Mutual Fund’ version1 optimized for MFDA advisors so you’ll have communications that support your business.
- ENGLISH & FRENCH. The Investing version of Money Ideas is available in both languages.
- HELPFUL CONTENT. The ‘compliance-friendly’ content is timely and seasonal and is prepared to support your relationship with clients. Articles are designed to peak clients’ interest and the ‘call-to-action’ always drives them to start a conversation with you.
- FRESH DESIGN. Money Ideas has a fresh, new design to reflect your professionalism. You can personalize it in all the familiar ways: 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.