A market update your clients and prospects actually read.
Calm, plain-English commentary on markets, the economy, and what's ahead, branded to your firm.
An example of how the work flows. Platforms vary by firm.
A steady voice between meetings.
- Market performance and economic indicators
- World events and what's ahead
- Plain English, with no jargon
- A calm, neutral tone
- Branded to your firm
- Room for your own notes and compliance edits
- Delivered as a document or set up in your email platform
- Easy to reuse as a blog post or LinkedIn article
From draft to published.
1Draft
We write the update in plain English and brand it to your firm.
2Your approval
You review it and add any notes of your own.
3Compliance approval
Your compliance team reviews and approves it.
4Published
It goes out to clients and prospects through your email platform.
What it does for your firm.
Clients and prospects
One update keeps you in front of the people you serve and the people you want to.
Calm and clear
Plain English that helps readers feel informed, not overwhelmed.
Built for review
There's room for your notes and compliance edits before anything goes out.
Common questions.
Who receives the update?
Your clients and your prospects. It keeps you in front of both.
Can our compliance team edit it?
Yes. There's room for your own notes and compliance edits before it goes out.
How is it delivered?
As a document, or set up directly in your email platform, ready to send.
Can we reuse it?
Yes. It works as a blog post or LinkedIn article too.
Other ways we help with marketing.
Let's plan your firm's content.
Tell us about your firm and your goals. We'll show you what we'd produce.
Book a marketing call