Photos of several WPI newsletters

Financial Planners

#1 Benefit of Newsletter Marketing: Building Relationships

Most successful professional practices know that marketing isn’t just about reaching new clients or new patients. It’s also about continuing to communicate with the ones you already have. Read More

Build Trust in Your Financial Planning Practice with Newsletter Marketing

The number one way to offer value to your target audience is with a newsletter marketing program—more specifically, a print newsletter. A print newsletter has two primary advantages over e-mailed newsletters: It’s an actual, physical item that can be held, which immediately imparts value to it in the eyes of your audience. Read More

Calls to Action In E-mail Marketing

Questions are always great ways to get attention, especially when the question is topical and the answers will affect literally everyone who reads it. But the goal of a newsletter isn’t simply to get my attention. Read More

Check Content Before It Goes Out

Don’t take short-cuts in proofreading your client communications. Use a checklist to cover the critical steps along the way, and make sure different tasks are assigned to different people. Read More

Determining the Success of Your Marketing Campaign

There are many ways to track the success of your marketing campaign. Perhaps too many. The amount of data you dig up can be utterly staggering. Between newsletters, Web sites, social media, traditional advertising and more, how do you determine what is driving growth? Here are a few proven metrics to help measure how successful your marketing efforts have been. Read More

Does Your Practice Really Need an E-mail Newsletter?

This is the question every professional practice should ask before beginning or resuming a newsletter marketing effort. Before you decide if newsletter marketing is right for you, look at some of the industry data. Read More

Financial Advisers Finding More Opportunities Through Social Media

In this uncertain era, investors are looking for more than just expertise; they are looking for open lines of communication and for advisers in whom they can place their trust. Read More

Financial Planners Who Predict Client Needs Will Thrive

The way to become that trusted expert is to demonstrate to clients that you understand their needs before they do. A great way to do that is to get content into their mailbox that predicts problems they will be facing and gives them good advice that will allow them to make smarter decisions. Read More

Financial Planners: Business Cards May Be Tossed, But Your Newsletter Delivers Consistently

Take charge of keeping connected to your current and potential clients, as well as to referral sources, by sending them a regular newsletter. A printed or e-mailed quarterly newsletter puts your services in front of your audience four times a year. Consistency is one key to newsletter marketing success. Read More

Financial Planners: Let a Quarterly Client Newsletter Show that You Are Up-to-Date

If you use outbound content marketing, such as a newsletter, your clients will receive targeted, top-quality information delivered to their e-mail in-box or old-fashioned mailbox. Newsletters are an excellent form of content marketing for financial planners because they’re substantive. Read More

Five Tips for Newsletter Marketing

Creating a newsletter can be a valuable tool for growing your practice. By marketing with a newsletter, you keep your name in front of clients or patients, build relationships with referral sources and provide insight into your practice. Sending a newsletter is also a cost-effective option that won’t blow your marketing budget out of the water. Read More

Five Ways a Newsletter Can Build Your Professional Practice

Successful professionals are building their practices with quality newsletter marketing programs. They are finding that marketing with newsletters, when done correctly, can be powerful and cost-effective. Here are five elements to consider in order for your program to succeed. Read More

Five Ways Newsletter Marketing Builds Successful Practices

Newsletters help build successful practices. Here are five essential ways they can help strengthen yours. Read More

Funnel Readers Toward Your Professional Practice

If you are reading this, it’s likely that you provide content for your profession in one form or another, be it newsletter marketing, an online post or blog, or some other communication. Naturally, you will want to put forth your best effort each and every time out of the box. It’s a reflection on you, your professional acumen and your practice as a whole. Read More

Get Feedback from Client Newsletter Readers

One proven, effective way to market your professional practice is to send a newsletter to clients and colleagues. Of course, the newsletter will pack a bigger marketing punch if the articles contain timely information of interest to your targeted audience. Read More

Getting More Referrals Through Newsletter Marketing

Everyone knows that time is money, but when it comes to your professional practice, your personal mantra should be that referrals are money. Increasing your referrals can help you grow your practice, raise your income and achieve new professional success. Read More

How to Build a Great Newsletter Subscriber List

It takes effort to build a newsletter subscriber list. And once you have built a list, it takes effort to keep the subscribers. It’s far easier to lose subscribers than to get them. Read More

It Only Takes One to Hit One!

Back when I was playing Little League baseball, one of the frequent shouts of encouragement by coaches and players from the dugout was, “It only take one to hit one!” In other words, even if you just whiffed horribly on the first two pitches, it takes just one good swing at a pitch to knock out a base hit. You can still make contact as long as you’re in the batter’s box. Read More

It’s a Matter of Trust

People tend to do business with people they trust. For an accountant, or virtually every other small-business owner, the key to building a successful practice is establishing a high level of trust with existing clients and then expanding the network. Read More

Jump-start Your Dental Newsletter’s Power

Sending a dental newsletter is a long-term investment. Your first issue may not bring in a slew of new patients, but sent on a regular basis, a newsletter keeps your dental specialty practice top-of-mind with your referring dentists and physicians. Still, with the right strategies, you may find some fast results from your newsletter marketing efforts. For quick results from your newsletter, keep these three points in mind: Read More

Lead with Logic when Marketing Your Financial Planning Practice

Appealing to rational decision making is also important for existing clients. The Internet, social media and real world interaction all compete for attention. In addition to providing outstanding service, be sure your firm’s marketing reiterates that you’re the financial planner to trust. Read More

Make Your Practice Newsletter a Must-Read

Can your professional practice send out a newsletter that your clients or patients look forward to reading? Can your newsletter be informative and useful for them—and highlight the expertise of your practice? The answer to both questions is “yes!” Read More

Newsletter Marketing Benefits Your Professional Practice

Running a practice is complicated. You have to deal with paychecks, facilities, staffing, and lots of paperwork—not to mention serving your clients or patients! With all these different elements to keep track of, it’s easy to miss out on prime marketing opportunities. Read More

Newsletter Marketing Best Practices

These four tips are from WPI Communications’ white paper, The Complete Guide to Newsletter Marketing for Your Professional Practice. That resource shares valuable eNewsletter marketing best practices for professional practices. Be sure your practice newsletters include these valuable must-haves. Read More

Newsletter Marketing Is Evolving—And Here’s Why

Newsletter marketing continues to evolve. As with all marketing, in order to stay relevant and be successful, it has to. Read More

Newsletters Raise Financial Planners’ Credibility

How solid are your relationships with your clients? Certainly you have some die-hard, extremely loyal clients. But what about the majority of them? Are they committed to having all of their financial planning needs managed by you? Are you the first place they come for advice? Or are you just one more voice? Read More

Personalize Your Client or Patient Connections with Your Newsletter

Creating your newsletter should never be a pro forma activity. It’s not simply a matter of creating content to satisfy a marketing checklist. It’s a way to build and maintain a relationship. Read More

Psst ... E-mail Newsletters Still Work!

Most of us take e-mail for granted. We hardly remember a time before it. E-mail has changed the way we communicate—and this includes marketers. Until the 1990s, direct marketing to consumers was done by mail or phone. Both were expensive. E-mail marketing introduced many changes and innovations. Read More

Publishing a Newsletter Is Hard Work

Everyone who has ever published a newsletter knows this is true. It may sound easy enough, but newsletter publishing is hard work. That's why so many professionals begin with the best of intentions, but fail to maintain their newsletter marketing program. Read More

Reach Clients with an E-mail Marketing Plan

No matter how much the Internet and communications have changed over the past decade, studies show that e-mail marketing remains the most powerful and effective means of getting clients’ attention. Read More

Should You Outsource Your Professional Practice Newsletter?

When it comes to newsletter marketing, professionals must first answer a few questions. The answers will guide you as you explore how best to develop a newsletter that builds your practice and keeps you connected to your patients or clients. Read More

Six Ways to Generate Content for Your Newsletter

There are many reasons professional practices start a newsletter marketing program, then fail to keep it up. Consistently coming up with fresh ideas for content and articles is one of the biggest challenges practices tell us they face. Read More

Six Ways to Improve Your Newsletter

Newsletter marketing is a practical way to keep clients, potential clients and colleagues informed and connected. But choosing the right medium is only half the battle—what you say and how you say it will have a significant impact on how your practice is perceived. Follow these six steps to craft a newsletter—or improve your existing newsletter. They will help you build a successful practice. Read More

The Art and Science of Asking for Referrals

Asking for referrals makes many financial planners more than a little uncomfortable. It can take you far outside of your comfort zone. The good news is that there is an art and science to asking for referrals. If you do it properly, you’ll further position your practice in a professional, high caliber manner—and benefit from increased referral business. Read More

The Case for Print Newsletters

There is no denying that our world has become increasingly digital. As a result, many professional practices have gone digital with their marketing, too, and are sending their newsletters electronically. While there are certainly many advantages to sending out an e-mail newsletter (lower cost and easier data analysis, chief among them), it would be foolish to discount the benefits of a print newsletter. Consider these top three reasons for mailing a print newsletter, then make an informed decision of what is best for you and your practice. Read More

The Four Biggest Newsletter Marketing Mistakes (and How to Avoid Them)

Newsletter marketing is a proven, inexpensive and effective way to build customer loyalty and generate referrals. It also seems deceptively easy—emphasis on “deceptively.” People make many mistakes when producing their newsletters. Here are a few of the most common pitfalls and how to avoid them. Read More

Top Five Mistakes Professional Practices Make with Newsletters

As newsletter marketing becomes more and more popular, many professional practices are using this tool very effectively. But we are also seeing some common mistakes being made. Let’s talk about the top five mistakes in newsletter marketing, so you can avoid them and win big with your practice newsletter. Read More

Use Your Newsletter to Position Yourself as a Trusted Adviser

Marketing—good marketing—is all about developing strong relationships that last. It’s about developing loyalty and, yes, creating trust. Read More

Utilizing Google Tools to More Effectively Market Your Dental Practice

Google has become ubiquitous in our society―so much so that it is both a noun and a verb. “Let me Google it” is now a common phrase, but you might not realize all that Google has to offer for you and your practice. There are a wide variety of Google tools for you to take advantage of, and many of them are offered free. Read More

When to Go to the Experts

As the leader of your professional practice, it is tempting to try to manage all of its areas and aspects yourself. You’re used to diving in head first, learning on the go and making tough decisions. But sometimes going to an expert is the best—and smartest—way to help your professional practice grow. Read More

Why Newsletters Are Better Than Blogs for Professional Practice Marketing

Content marketing is an important tool in communicating expertise to current and future clients or patients. When it comes to blogging or newsletter marketing, many professionals question which tool is “better.” Read More

You Can’t Take It With You

Keep a stack of your latest newsletter issue in the back of the auditorium or room so every attendee can pick up a copy on the way out. Read More