Can I have a custom title?

Yes, of course! The banner at the top of Page 1 is fully customizable by you. You can keep the design (orange with dollar sign motif) and tell us what you want to call your newsletter (text only). If you want to change the design, colour, add your own logos or branding, simply indicate that you want a 'custom title' and we'll get you set up.

If I order under the ‘Annual Plan‘ can I still make changes to my personalization or order quantities?

Yes! Every quarter you’ll receive an email about the upcoming issue and a reminder of the deadline to make any changes. Just let us know of your changes before the deadline. Small changes to your personalization are free of charge; major changes to your personalization or a new custom title will incur a set-up fee. You can always add to your order quantity at the annual plan price of $1.65/copy but note that decreasing your quantity does not incur a refund.

Can I use this newsletter for my office of several advisors?

Yes! The left section of the first page of the newsletter is completely customizable by you. It can be a group picture with the contact information of each advisors of your office or individual pictures for each of your colleagues.

What is the minimum amount of print newsletters I must order per quarter?

The minimum order is 100 copies per order.

Can I still place an order if I miss the cut-off date?

Yes, under certain circumstances, however a $70 back order fee will be charged.