Friday, August 14, 2009

Poll: What newsletter strategies work best for investment and wealth managers?

Newsletters are an important part of marketing for many investment and wealth management firms.

You've got lots of options. 
  • Print newsletter vs. e-newsletter
  • Quarterly, monthly or weekly frequency
  • Market commentary and/or other topics
  • Articles that you write yourself vs. articles written by a writer whom you hire, so they reflect your firm's views vs. articles that are mass-produced by a firm that sells the same content to others 
I'd like to learn your opinion on what works best. Please answer the poll in the right-hand column of this blog. 

Also, feel free to leave a comment below.
Susan B. Weiner, CFA
Check out my website at or sign up for my free monthly e-newsletter.
Copyright 2009 by Susan B. Weiner All rights reserved


  1. to a select distribution list we send a printed commentary, written and published quarterly in house. the intersection of mission, vision, and values values with markets and investing are recurring themes. Anything mailed more frequently than quarterly is too much, e-newsletters have no shelf life among our readers, some of whom save past issues to pass along to friends and family members. We're aware of so many articles written by outside companies that repeat each other and in the end sound more like am radio than market intel. an archive of previous issues may be viewed at

  2. Jonathan,
    Thank you for your comment. I think many would agree with you. Your newsletter conveys your firm's personality. I like the gardening analogy in your 2Q newsletter.


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