Financial Advisor Newsletters: Financial Copywriter’s Guide to Writing Newsletters People Actually Read
Why Most Financial Newsletters Get Ignored
Here’s the truth: most financial advisor newsletters rarely get read in full.
Advisors know they should send them — maybe once a month, maybe once a quarter — but the reality, they usually land in inboxes, collect dust, and get deleted without a second glance.
Why? Because too many newsletters are either:
Overly technical and stuffed with jargon that no client actually understands
Inconsistent (sent three times in one month, then ghosted for six)
Or worse — bland, generic content that could’ve been (or was) copy-pasted from anywhere
This ruins an audience’s appetite for what you have to say. Clients stop opening, prospects stop paying attention, and the chance to build trust and stay top-of-mind slips away.
But I’m here to tell you: it doesn’t have to be that way.
Done right, email marketing for financial advisors is one of the most effective ways to deepen relationships, show off your unique expertise, and gently guide readers toward becoming your next dream client.
This guide will show you exactly how to create newsletters people want to open — and actually look forward to reading.
The Role of Newsletters in Modern Advisor Marketing
In today’s digital-first world, a strong marketing strategy for financial advisors isn’t about being everywhere, despite all of the advice out there. More simply, it’s just about showing up consistently in the right places, with the right message. That’s where financial advisor newsletters shine.
Unlike ads or social media posts that come and go, newsletters land directly in your client’s inbox, and you’re let into their personal space that they check daily. Done well, they feel less like “marketing” and more like a trusted check-in from someone who understands their financial goals and what’s important to them.
Why Newsletters Still Matter
Build Trust Over Time: Regular, helpful emails remind clients and prospects that you know your stuff and that you’re there for them (and, frankly, that you exist).
Nurture Warm Leads: Some readers won’t be ready to book a call today, but consistent touchpoints keep you top-of-mind for when the timing is right.
Stay Visible Without the Noise: Social algorithms change constantly, but email is your “owned” real estate — so you’re not at the mercy of the latest platform update (LinkedIn, I’m looking at you).
The Big Picture
Newsletters are just one piece of a larger puzzle. Pair them with SEO-friendly blogs, social media, and a strong website, and you’ve got a full ecosystem of financial advisor marketing strategies working together:
Blogs attract new readers through search and social posts.
Newsletters nurture them directly in their inbox.
Social media reinforces your presence in their daily scroll and promotes your offerings and other content.
Together, these touchpoints create consistency, credibility, and trust — three things every financial professional needs if they want their marketing to actually convert.
What Makes a Newsletter Worth Reading
I’ve said this probably 300 times, and I’ll say it again: if your newsletter sounds just like a compliance memo or a mass-market sales pitch, your audience delete the email and move on with their day.
Luckily, you don’t need to be flashy to be effective. You just need to be clear, helpful, and human.
1. It All Starts with the Subject Line
Your subject line is your handshake. It’s the first impression — and your one shot to earn a click.
Instead of:
“October Newsletter – Market Update and Firm News”
Try:
“3 Money Moves to Make Before Year-End”
“Why That Hot Investment Might Be a Cold Mistake”
Lead with curiosity, not formality. This is a core principle of email marketing for financial advisors that actually gets read.
An important note: make sure you’re actually delivering on whatever you’re teasing here. Nobody is going to benefit from clickbait.
2. Speak Like a Human
You’re not writing to regulators — you’re writing to real people with goals, fears, and busy inboxes.
So ditch the jargon and swap “diversification strategy optimization” for “spreading out your risk.”
A conversational tone builds trust, and trust builds relationships that actually convert.
3. Keep It Short and Scannable
No one wants a block of text that looks like a college essay. When possible:
✅ Use bullet points
✅ Break things up with headers
✅ Keep paragraphs to 2–3 lines
Make it easy for your readers to skim, and they’ll be more likely to engage.
4. Value First. Always.
The best-performing newsletters give more than they ask. That means:
Teach something useful
Share a timely insight
Answer a common question
Link to a helpful blog or resource
Resist the urge to “sell” in every email. If things feel like a one-sided cash grab, nobody is going to be excited to book a call with you. When you provide consistent value, on the other hand, the conversions take care of themselves.
What to Include in a Financial Advisor Newsletter
Once you’ve committed to sending consistent newsletters, the next question is: what do you actually put in them?
The good news is, you don’t need to reinvent the wheel every month. Great financial advisor newsletters share a mix of education, personality, and resources — all tied back to the bigger picture of helping your audience feel informed and supported.
Here’s a simple content mix that works.
Educational Pieces
Your readers look to you for clarity. That means you can use your newsletter to:
Share quick financial tips (e.g., “3 Year-End Tax Moves to Consider”)
Provide market insights in plain language
Answer FAQs you hear from clients all the time
This type of content positions you as a trusted guide, not just a service provider. And it’s a key part of content marketing for financial advisors — educating first, selling second.
Personal Touches
Numbers matter, but people connect with people. Share small glimpses into your world:
A short story about why you became an advisor
A client-approved anecdote (anonymized, of course)
A quick “behind the scenes” of your team or office life
Even small details can make your newsletter feel human and relatable. Think about the kind of content that helps you feel like you know somebody, doesn’t that make you want to trust them more?
Curated Resources
You don’t have to generate everything yourself. Instead, you can share:
A podcast episode you recommend
An article you found insightful
A financial tool or calculator that your clients may find helpful
Curating shows thought leadership and saves you time, while adding value to your subscribers. It’s always nice to shake things up if they’re feeling stale.
Links to Your Content + Next Steps
Don’t forget to point readers back to your other content:
Blogs that go deeper into a topic
Free guides or lead magnets
Upcoming webinars or events
These CTAs are soft nudges that encourage readers to engage further, without feeling pressured. It allows them to stay in your ecosphere and feel like they’re already working with you.
What NOT to Do in Your Newsletter
If you want your emails to get opened — and read — it’s just as important to know what not to do. Too many financial professionals unknowingly sabotage their efforts by making their newsletters feel like spam, homework, or worse… irrelevant.
Here are the biggest mistakes to avoid:
Going Heavy on the Sales Pitch
If every email feels like a commercial, your readers will stop opening. Email marketing for financial advisors works best when it’s about building trust first — selling comes later, once the relationship is established.
Overloading with Too Much Information
Don’t try to cram three market updates, a tax planning guide, and a firm announcement into one message. Less is more. Focus on one core theme or takeaway per email so readers don’t feel overwhelmed.
Sounding Like a Compliance Manual
Yes, compliance matters — but your email doesn’t need to read like fine print for compliance’s sake. If your tone is too dry or filled with technical jargon, you’ll lose people… fast. Keep your language conversational, simple, and client-friendly.
Being Inconsistent
Sending three newsletters in a row and then ghosting your list for six months? That erodes trust. Consistency is everything. Even if you only send once a month, readers will learn to expect and look forward to hearing from you.
Avoiding these mistakes that we see over and over again can improve open rates, keep your audience engaged, and remind them why they trusted you in the first place.
A Simple Newsletter Framework (Step-by-Step)
The best way to take the overwhelm out of newsletters? Follow a framework. You don’t need to overcomplicate it — a simple, repeatable structure can help you stay consistent and make your content more engaging.
Here’s a plug-and-play model you can use for your own financial advisor newsletters:
Step 1: Pick a Frequency
Monthly works for most advisors. It’s consistent enough to stay top-of-mind, but not so frequent that it feels like a chore. If you have more resources or outsource your writing, bi-weekly can help keep the relationship warm.
Step 2: Use a Clear Structure
Every newsletter should follow this basic flow in some fashion:
Hook → Value → Call-to-Action
Hook: A subject line or opening line that makes people curious.
Value: Teach, inspire, or share something useful (financial tip, market insight, story).
CTA: A next step — read your blog, download a guide, or book a call.
This keeps your content tight, purposeful, and easy to digest.
Step 3: Keep It Short + Helpful
Your newsletter doesn’t need to be a full-blown market report. Stick to 400–600 words max, or even shorter if your point is clear. Think snackable content that respects your reader’s time. This isn’t the place for a full and extensive guide.
Step 4: Follow a Repeatable Template
Here’s an easy example template for content marketing for financial advisors through newsletters:
Subject line: “3 Mistakes to Avoid Before Tax Season”
Intro hook: Call out a relatable pain point
Main takeaway: Share 2–3 actionable tips or insights
CTA: Link to a deeper resource (like a blog) or invite them to connect
The beauty of this framework is that, once you build it, it becomes pretty “rinse-and-repeat”. And if you outsource, your copywriter can follow it seamlessly, keeping your voice consistent without you pouring time into curating the content.
Final Thoughts
Too often, advisors treat newsletters like a box to check off each month — something you send once in a while just because you “should.” But, done right, financial advisor newsletters are one of the most powerful tools you have to strengthen relationships, build trust, and stay top-of-mind with both clients and prospects.
Every email you send is a chance to show up with value. Over time, those touchpoints compound into recognition, credibility, and growth.
Now, imagine having a professional, consistent newsletter that goes out every month — without you stressing over what to write or when to send it. That’s where financial copywriting for financial advisors becomes a game-changer.
👉 If you’re ready to stop overthinking your emails and start sending newsletters people actually look forward to, let’s chat. Book a discovery call so you can spend more time focusing on clients, while your emails build your business in the background.
