FORWARD TO A FRIENDReinforce expertise, retain clients
with wealth management publications
Retain high-deposit bank customers with a custom publication that steps up to the challenge. Content focuses on building wealth through savings and investment options, preservation of wealth, advanced tax strategies, estate planning, charitable giving, lifestyle topics and more.
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Our semi-custom option: The Good Life
A four-page quarterly newsletter for your wealth management audience. Content addresses wealth creation, preservation and distribution, as well as travel and lifestyle.
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Size: 11" x 17" flat, 8.5" x 11" finished"
Paper: 80# matte Customization: Priority clients may personalize The Good Life with local content on pages 1 and 4. Also available as a Web version. When asked to name the "most essential attribute" of a financial advisor, 75% of the affluent said he or she must "keep me informed." |
