Financial Planning Newsletters

Your peers are using financial planning newsletters to gain competitive advantage.

When Financial Planning surveyed financial services professionals, the magazine found that financial planning newsletters were the most effective marketing tool, better than referral calls, sales letters, and cold calls.

Why? Because of the benefits a regular financial planning newsletter offers, including:

  • Keeping your name in front of your current and prospective clients
  • Offering the educational information that your clients want
  • Ensuring your position as an expert in financial services

Industry experts agree that financial planning newsletters are one of the most powerful marketing tools a financial services professional can use:

  • “…A newsletter is the most direct and cost-effective way to maintain regular contact with existing contacts and a great way to prospect for new ones. A good newsletter also helps build credibility with referral sources and the local media.” — Investment Advisor
  • “. . . A newsletter is a special communication vehicle that allows you to talk to your customers on a consistent basis in ways that you can’t achieve through advertising, brochures, direct mail, cold calls, or office visits. . . Although just about every business can benefit from having a newsletter, it is professionals who can get the most from publishing a regular newsletter.” — Magnet Marketing — The Ultimate Strategy for Attracting and Holding Customers

But publishing a regular newsletter on your own isn’t an easy task. You’d have to factor in:

  • 40-75 hours of your time — time you could spend doing paid client work — or $50-$100 per hour for a professional financial services writer
  • Printing costs (at least $500 for 500 newsletters)

…For a total of $1,000 or more for each newsletter issue that you mail out


With Integrated Concepts Group, you can send a financial planning newsletter at a fraction of the cost. For a low per issue cost ($250-$300 on average for 500 newsletters), you’ll receive all the benefits of a personalized, professional, polished newsletter. And none of the hassle.

Why Financial Planning Newsletters from Integrated Concepts Group

Make your newsletter your own

It’s true that there are other companies offering financial planning newsletters for financial services professionals. But only Integrated Concepts Group offers customization options so that your newsletter is yours — personalized to you and your business. Please click here for a complete list of personalization options.

Put compliance concerns to rest

We’ll handle your compliance concerns — we file every issue of our newsletters with FINRA; we’ll even submit your newsletter to your compliance department for approval before publication.

Send a newsletter that is written in a way that your clients will understand and enjoy

All of our newsletter articles are researched and written by professional financial services writers. The information is accurate and the writing is readable. The articles reflect current trends and the news and topics your clients want and need to know about.

Our two most popular print newsletters are Financial Success and Financial Outlook.

Financial Success

FSFinancial Success is a full-color, customizable newsletter with articles that cover a wide variety of financial planning topics, from establishing financial goals and following economic trends to retirement planning and investments. Financial Success includes space for your own article(s) on pages 1 and 4 — or, of course, you can use our articles throughout. Available monthly, bimonthly, or quarterly.

Click here for more details on the benefits Financial Success offers, as well as pricing.
Click here to download a sample issue of Financial Success.

Financial Outlook

FOFinancial Outlook is a two-color, customizable newsletter. Financial Outlook articles emphasize investment topics, including IRAs, 401(k) plans, mutual funds, international investments, and investment alternatives (this newsletter does not cover taxes or insurance). Financial Outlook includes space to add your own article on page 4 (or you can choose one of ours). Available monthly, bimonthly, or quarterly.

Click here for more details on the benefits Financial Outlook offers, as well as pricing.
Click here to download a sample issue of Financial Outlook.

Other Newsletters

Financial Success and Financial Outlook are our two most popular print newsletters. But if you’re looking for something a bit different, we offer six others to meet your unique needs. Please call us at 1-800-338-4329 for more information.

What your peers have to say about Financial Success and Financial Outlook

“I met with a prospect about two years ago and hadn’t spoken to him since. His wife had just passed away, and he was not in a position to really think about anything. He took it really hard. He had a 401(k) that I told him I would help him manage until he retired, which was about eight years away. Well, the other day, I called him to see what was happening and he had great news. He was just married and felt like a teenager, very excited about life and thinking about retiring early. As soon as I identified myself to him, he said, ‘Oh yeah, you’re the guy who has been sending me the Financial Outlook newsletter for the last two years.’ He knew exactly who I was. Well, to make a long story short, he came in to see me and I rolled his 401(k) to an IRA, helped his new wife with her assets, and made enough to pay for the newsletter for the next nine years. As far as I’m concerned, if you’re serious about your business, you really need to send out a newsletter every month. They really do work!”
–Craig Randall, Senior Market Advisor Magazine’s 2007 Advisor of the Year, Randall Wealth Management Group, Long Beach, CA

“We mail Financial Success out to our clients as a way to maintain contact with them on a monthly basis. We want to inform our clients, to provide education so they can make informed decisions. The newsletter reinforces our image as information providers who are on top of things, and helps to instill confidence in our customer base. We also like the flexibility to put our own articles in, which helps personalize it even more.”–PS, Greendale, WI


Sign up for Financial Success or Financial Outlook today and receive 10% off your first order. Call us at 1-800-338-4329.