Newsletters and Articles
Quarterly Newsletter / Market Review
The interest in the Quarterly Newsletter and Market Review has been tremendous. Again to recap what was discussed on the August IPI Connect call last week, IPI will be offering a FREE, yes we said FREE, service to our advisors in preparing and formatting a Quarterly Newsletter and Market Review which can be customized with your headshot and contact information. The Newsletter provides general information and articles for your clients. The Market Review provides a more in-depth analysis of the markets for the prior quarter. You can choose either or both options to send to your clients. If you would like to see an example, please let me know.
Please know that these quarterly items will already be Compliance approved, so it is just a matter of letting us know that you want to participate and provide us a copy of your headshot. Once the quarterly items are customized and sent to you, it is your choice on how to communicate it to your clients – (1) via email, (2) hand to clients, (3) post it to your Smarsh archived LinkedIn, Facebook (business accounts only), or Twitter account(s) (4) and/or send via regular mail to your clients. We anticipate the Newsletter/Market Review to be ready by the 15th of the following month of the quarter (i.e. October 15 for 3Q 2015). Please send me an email if you are interested in being included in the customization of these items for next quarter along with your headshot.
Weekly Articles
In addition to this quarterly service, we want to offer timely Weekly Articles for you to communicate with your clients as well. Again, the magic word here is FREE as IPI is picking up the cost and formatting these items for your use with your clients. These will not be customized since we are creating them on a weekly basis.
Below is the first Weekly Article (already Compliance approved) that you can cut and paste into an email to send out to your clients or post on Social Media. Please make sure all disclosures in the article are included when you copy and paste it (i.e., the IPI disclosures must be visible at the end of the email/post). If you are sending the post to 25 or more clients and will be providing an introduction on your email other than the information below, please forward that portion for Compliance review prior to sending the emails (sorry - FINRA Rule 2210).
We have also attached a PDF if you would like to print the article out to mail/hand to clients or to put in your reception area of your office. We anticipate emailing the Weekly Articles out every Wednesday morning. The articles will also be posted to the Advisor Intranet. Any questions, please contact Compliance.
