Read this before you click “send” to avoid financial advisor newsletter mistakes!

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If you’re about to send that financial advisor newsletter – STOP and read these tips before you click “send.” Here are some awful newsletter mistakes that you must avoid if you want your newsletter to be awesome!

But first…

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I send you one actionable, practical marketing tip a day. Please sign up here!

Sara Grillo, CFA is a highly fun and slightly crazy marketing consultant based in NYC.
I am an irreverent and fun marketing consultant for financial advisors.

#1 Too long

Karate chop that blathering email newsletter (that nobody reads) into a striking two paragraph newsletter!

Follow these steps.

  1. Visit the personal finance forum on Reddit (r/personalfinance). Scroll through the questions until you find one that a client of yours might ask.
  2. Read the comments and find out what people are confused/misguided about.
  3. Write the question in quotes (cite it properly btw) and then answer it in one 2-3 sentence paragraph.

BOOM that is it! Send me your draft of your financial advisor newsletter if you want my quick thoughts on it.

#2 Unscrubbed email distribution list

You are probably getting charged for emails that are bouncing. What’s worse, your email newsletters aren’t getting delivered to prospects who need you!

Here’s what you should do if you have emails bouncing when you send out an email blast:

  • Check if there is some obvious error such as misspelling. Example: (instead of .com)
  • Find the person on LinkedIn, Instagram, or Facebook. Send them and message and explain that their email is bouncing, and ask for their new email address.
  • You may even want to call if you have their number. It’s a great opportunity to ask if the newsletters were useful and what other topics they’d like you to write on.
  • Sometimes emails bounce because they got “suspended” due to mailbox full or out of office errors. You can “unsuspend” one time in Constant Contact and if the error was temporary it should resolve.
  • Delete any bouncing emails that you can’t resolve.

#3 Irrelevant content

Here how to make sure your newsletter content is right on the mark, instead of random and irrelevant to your email subscribers.

  1. Open Microsoft Word.
  2. Create a new file.
  3. Save it as “newsletter ideas.”
  4. Keep it open on your desktop.
  5. After every meeting with a client or prospect, record the best question they asked you on this sheet.
  6. At the end of the month, pick the best question and write a newsletter on it.

Use this Financial advisor newsletter template, btw

Financial advisors can use this newsletter template for sending out email blasts. Once you did the task in #3 above, use the best question from the month and plug it into this template.

If you aren’t familiar with my two-sentence rule, try using it.

Here’s what everyone gets wrong about _____.
People think: (2 sentences)
Why it’s not true: (2 sentences)


Here’s what everyone gets wrong about taxes in retirement.
People think: Your taxes will most likely be higher in retirement than when you were working.
Why it’s not true: (Blah blah, write two sentences)

Use this subject line: “What everyone gets wrong about taxes in retirement” and blast out this highly relevant newsletter!

#4 Leaving them hanging

Don’t neglect the data you have from your email software about which users responded well to the newsletter. Look for two types of actions: Opens and Clicks. You’re not just looking at the overall %, you are looking at the specific users who opened or clicked.

Open: This means somebody paged over the newsletter text long enough for the images to download.

Click: Somebody clicked on a hyperlink you had embedded within your copy.

Follow up with everyone who engaged using either method, either by calling, texting, or sending a LinkedIn message. Just ask them if anything in your recent newsletters is stumping them, but don’t specifically mention that you noticed they are reading your newsletters (stalker-ish).

#5 Not having enough subscribers

You need qualified buyers following your newsletter in order to get leads and have an impact on those you wish to help.

Build an awesome landing page where people can provide their email in order to download a lead magnet.

Lead magnet ideas are here.

Landing page tips:

  • Include a picture of the lead magnet they’ll be downloading.
  • Use the word “Get” instead of “download”
  • Cleary identify what it is: “Get our Medicare cheat sheet”
  • Clearly identify the benefit: “Learn 5 ways to save on Medicare Part B expenses.”
  • Include the word “Yes” on the download button: “Yes – send me the Medicare sheet!”
  • Include no other text (unless you have to include a disclaimer – ask compliance). Minimal wording!

An awesome landing page will result in more emails gathered by invoking excitement and clearly presenting the benefits of the person giving you their email in exchange for the lead magnet.

Get this landing page out everywhere – social media, your website, every time you run a webinar or make a talk.

Were my newsletters tips for financial advisors useful at all?

Alright that’s all for now.

Did you sign up for my daily newsletter?

Or if you want more…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G

Any questions? Send 'em in!