For financial advisers
Trust is built between meetings
Financial advisers keep clients by staying in touch between reviews. We record one conversation with you each month and publish a client letter, a quarterly magazine and a page in your name, written within your compliance rules and approved by you, for US$990 a month (₹40,000 in India).
What we publish for you
The client letter
Your view on the month, in plain language.
Posts, if you want them
For prospects and introducers. For LinkedIn, Instagram or wherever you are active.
The quarterly
A magazine for client meetings and events.
Within your compliance rules
Your profession may have rules on advertising. We write within them: no promises of outcomes, no testimonials where they are not allowed, and you approve every word.
Drafts can go through your compliance reviewer before anything is published.
Questions people ask
Do you give financial advice?
No. We publish your general views; individual advice stays between you and your clients.
Promote your name.
The first conversation is about you, your field and who you want to reach. US$990 a month · ₹40,000 a month in India · three months at a time.
Book the first call