How financial planners and CPAs share their unique perspectives
with email newsletters from Tidings
Financial planning and accounting are two ideal categories in which to send email newsletters, given the pace and impact of external changes which affects clients’ wealth or tax situations.
Tidings helps you build lifelong relationships with your clients, serving as a bridge in the weeks or months between appointments encouraging them to spread the word to their friends or family members who may be rethinking their financial planning or accounting, or millennials who may be starting to think about it for the first time!
Let your clients know about:
- How news or legal changes impact a client’s portfolio or status
- Case studies of how you’ve helped
- Community events you’ve been involved with
- And of course, reviews from other satisfied clients!
You may already be sharing these kinds of things with your social media followers–if so, that content will automatically be pulled into your Tidings newsletter. But if not, adding RSS feeds as content streams from which you can choose articles when building your newsletter, or installing one of our bookmarklets to enable one-click saving on the fly makes it even faster and easier to send.
So expand the reach of your content — without any additional effort — by sharing automatically via your Tidings newsletter.