Values-Based Quality of Life™ Newsletter
Your clients should be enjoying the kind of life they want because ‘you’ve got their back’ and are handling their financial interests so they don’t have to.
That's the message they want to hear and to feel confident that they have a relationship with the right advisor who cares about them achieving their financial goals.
What kind of message does it communicate when you send your clients and prospects financial information? Are you really trying to educate them on financial things that you should be doing for them? Do you want your best clients and prospects to spend their valuable time learning about things that you should be handling for them?
Of course not!
That's why we created the Values-Based Quality of Life™ Newsletter that shows you care about your clients and prospective clients living a great life.
Values-Based Quality of Life™ Newsletter Details
We create the Newsletter for you and only source the best articles each month to place within the Newsletter.
Newsletters are customized for you with your picture, company logo, contact info, etc. and you receive them ready to be sent to every client, prospect, and referral you have.
Each article within the Newsletter speaks directly to what matters most in their lives, across four key areas:
- Physical Health
- Inner Health
- Relationship Health
- Career Health
THE RESULT?
Clients stay connected and bring more of their business to you. They trust you more. And prospects and referrals are more likely to become Ideal Clients.
The Values-Based Quality of Life™ Newsletter acts as a monthly “love letter” to the people you serve and want to serve.
Month after month, this newsletter reminds people that you are the trusted advisor taking care of their financial house, so they can focus on what matters most to them.
This moves the needle on the trust dial: big time.
What Advisors Are Saying
“A prospect gave me a call because of receiving the newsletter, and after completing their Financial Road Map, they agreed to bring over $3M of assets!”
- Chris H.
“My clients love the Values-Based Quality of Life Newsletters. One client told me that he took his son out for lunch to specifically discuss an article in one of the issues and how it can impact his life.
I continually get comments from my clients about how much they enjoy getting the newsletters. Every month my face is in front of them and it has helped me get even more referrals because of this.”
- Daryl M.
“I’ve been using these newsletters since day one as a financial advisor and have never missed a month! I get the most positive comments from my clients about these newsletters.
My clients continually say they love receiving them and I even get calls about certain articles in the newsletter. My clients love the fact they aren’t business oriented and it truly helps them be a better person.”
- Jack W.
Add the Values-Based Quality of Life™ Newsletter
You got options! Choose between the annual investment of $2,400 which covers your entire year of Newsletters or the monthly payment option of $225 / month ($450 due at start which covers first and last month).
Each option includes 100 Newsletters / month + all customization fees, shipping fees (U.S.), taxes, etc.
*If located outside of the U.S. contact us at operations@billbachrach.com for your shipping rates.
Please Note - If you need to order more than 100 Newsletters / month, please contact us directly at 619.255.4888.
Annual Investment
- 100 Values-Based Quality of Life™ Newsletters / month
- Includes all customization, shipping, and taxes
$2,400 for the entire year
Monthly Investment
- 100 Values-Based Quality of Life™ Newsletters / month
- Includes all customization, shipping, and taxes
$225 / month ($450 due up-front)
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