Financial Focus is the exclusive client newsletter program for National Bank Financial Wealth Management 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.

Financial Focus is a 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.
  • 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, team logo, 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.
It’s also available in French!
Financial Focus

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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