What’s the first thing that a nn serv firm needs to publish a high-quality client newsletter? Is it an editorial calendar? An experienced financial writer? A template and distribution system? All of those things are important, but actually the first step in creating an effective newsletter is determining the target audience.

Having a clearly defined odience allows you to think strategically about how you should write, design, and distribute your newsletter to support your content marketing efforts.

Remember, publishing a great newsletter is all about providing valuable, relevant information to your readers. In order to do that, you need to have a clear idea of who those readers are good financial services
service is the , while building brand awareness is a secondary goal. An asset management firm may decide that cross-selling is the primary goal and strengthening client relationships and new leads are secondary goals. Meanwhile, an estate planning firm’s for its newsletter
The answer to the previous question will go a long way in answering this question. For the accounting firm that is focused on improving client service, obviously the ence will be existing clients.