Client
communications.
Simplified.
Monthly client newsletters for financial advisors.
The problem
You’re a financial advisor (or a group of advisors) wanting to send a meaningful monthly newsletter to your clients, but you don’t have the time to do it yourself … Or the budget to pay a specialist marketing agency to do it for you.
The solution
FinDotNews! We send a professionally written and designed newsletter, containing four carefully researched articles, to all your current and prospective clients at the beginning of every month. All you need to do is update your client database.
The newsletter comes from your email address and is designed with POPIA and spam filters in mind. Don’t like one of the articles we’ve chosen? Replace it with something from our library of hundreds of articles – or include one of your own.
Connect with your clients from just R620 + VAT p.m.
(plus a once-off setup fee of R1,650 + VAT)
Our secret sauce
Award-winning authors
Incredible value for money
Topical content tailored for the SA market
Stay top-of-mind with clients
More time to focus on your business
Automated marketing solution
How it works
We write your newsletter
Each month FinDotNews crafts a newsletter on your behalf. The newsletter is presented on a stylish template containing your company logo, brand and contact details. And it contains four professionally written and researched articles about topical issues.
You review your newsletter
A few days before the newsletter is set to go out, you will receive a draft. If you don’t like one (or more) of the articles the team has chosen, you can swop it out for another article in the vast FinDotNews library.
We send it to your clients
Every month the newsletter will be sent (from your email address) to all the clients and prospective clients on your database. FinDotNews will help you to adhere to the POPI Act and we’ll also provide you with reports about how many people have opened and clicked on your newsletter.
Sample newsletters
June 2024
July 2024
August 2024
What our clients say
“Putting out a newsletter used to take me two weeks. Now it is virtually effortless. Every month I’m impressed by the quality and relevance of each article. A comment from one of our clients sums it up perfectly: ‘These are soooo good!”
Gary Olemera
Olemera Financial Services
“The topics are topical, informative and educational. If you’re anything like me and don’t have the time to put together a brilliant article, entrust a professional partner and focus on what your clients entrust you with…Financial Planning.”
Andre Jansen van Vuuren
Licwidity Financial Planners
View our google reviews >
Don’t see what you’re looking for?
Book a free consultation
Fill in our contact form and we’ll set up a call to explore your marketing needs.
A panel of the best
Our biggest selling point is the quality of our content, which is written by some of the most trusted names in the business. Our monthly newsletters contain a mix of technical investment content, softer behavioural finance topics and a market update.
Linda Graham
(CFP®)
Partner, Sales and Author
Linda Graham is a fully qualified CFP® Professional who also happens to have more than two decades of marketing experience. As the founder of FinCommunications, she understands the theory of financial planning — and she knows how to communicate it to clients.
Nick Dall
(MA in Creative Writing)
Partner, Author and Editor
Nick Dall is a veteran journalist with bylines in over a hundred local and international magazines and the best-selling author of three books on South African history. As the editor-in-chief it’s his job to ensure that reading the monthly newsletters is an enjoyable experience.
Patrick Cairns
(BA in Journalism)
Author
Patrick Cairns is one of South Africa’s most respected financial journalists. After a decade at Moneyweb he was made South Africa editor of prestigious international publication Citywire. His technical knowledge is matched only by his ability to translate investment jargon into plain English.
Sharon Wood
(BA Hons Econ, PGDip Fin Planning)
Author
Sharon Wood has decades of expertise in economics, investment management and personal finance. A former financial journalist and Head of Communications at two of South Africa’s biggest asset management firms, she has her finger on the pulse of the global economy.
Paddy Crook
(BSC)
Director of DotNews
Paddy joined DotNews after working with a UK-based multi-national company where he analysed the effectiveness of online campaigns. He has a broad knowledge of the channels and techniques used within the digital space and how best to apply them to professional practices.
Jack Crook
(LLB)
Director of DotNews
Jack is well known to law firms as the author of LawDotNews since 2005. His legal degrees are supplemented by many years of practical experience in law, in marketing his own firm, and in helping other professional firms to prosper by using low-cost and effective marketing strategies.
FAQs
How do I sign up?
It’s as easy as choosing your package here. Otherwise give us a call on 021 300 5212
What do you need from me to get started?
We’ll walk you through the process when you sign up, but essentially you’ll need to send us your client mailing list; contact details for your IT people and a good quality version of your logo.
How much does it cost?
This depends on the size of your mailing list and which services you choose. Our newsletter service starts at R620 + VAT p.m. (plus a once-off sign-up fee of R1,650 + VAT.)
Will it save me time?
Yes! Once you’ve completed the set-up process, we do everything for you. Most of our clients say they spend less than 30 minutes reviewing their newsletter every month.
How do I pay?
You can either pay via debit order or by credit card.
Can I cancel at any time?
Yes. All of our services have a 30-day notice period.
Will the newsletter come from my email address?
Yes it will. We’ll work with your IT department to set up all the relevant permissions. We’ll also make sure it gets through spam filters.
Will it be branded for my company?
Yes! We’ll use your logo and colour palette to design a custom template for your newsletter. We’ll also include all of your company information (phone, website etc) in the template.
How can I be sure of the quality of the articles?
Our articles are written by a team comprising some of the best financial journalists in South Africa, so we are extremely confident in the quality of our copy. That said, you will get a chance to check the newsletter before it goes out to your clients.
I’m a tied advisor. Can I still use the service?
Yes you can – provided the company you are tied to allows it. We’ll design a template incorporating their logo and your contact details, and we’ll send the newsletter from your personal email address. We can also incorporate content of your choice.
Do I see the newsletter before it goes out to my clients?
Yes, you do! A few days before client transmission we send you a special “Financial Advisors’ Version” that gives you and your staff time to read and advise on any changes.
Can I change the content in my newsletter or include content of my own
Yes, you can! As part of our service we assign one edit request, or 30 minutes of customization time for you every month. Additional changes will cost a little extra.
How much does it cost for a bespoke article to be added to my emailer?
If you write it yourself, we’ll insert it into your newsletter free of charge. If you’d like to get one of our authors to write it for you, we’ll gladly connect you.
What kind of topics does your newsletter cover?
Our articles cover a wide range of topical issues relating to financial planning, investments, insurance, the economy and the financial sector. Topics are carefully chosen to be of interest to your current and potential clients and to encourage them to engage with you.
Can I use the content on my blog?
Yes you can. In fact, we can even upload it to your blog for a nominal fee of R320 + VAT p.m.
Will you tell me how many people have read the newsletter?
Yes, we’ll provide you with monthly insights into your newsletter’s performance. We typically achieve an open rate that is well above industry standard.
I have other digital marketing needs for my financial planning firm – can you help?
Yes, certainly we can assist you! You are welcome to contact us on 021 300 5212 and we’d be glad to advise.
Contact us
If you have any questions, please get in touch.
Tel: 021 300 5212