Staying Top-of-Mind with Strategic Newsletter Content
To help you maintain consistent engagement with your clients and prospects, we currently offer two newsletter formats designed specifically for consultants:
1) đź“° Monthly Custom Newsletter via Consultant Chatbot
This newsletter delivers curated financial content tailored around current market trends and sentiment. It’s crafted to help you:
Spark meaningful conversations with prospects
Demonstrate timely market awareness
Position yourself as a trusted and informed advisor
đź“Ť Where to Find It: Go to Consultant Chatbot > Biz Power-Up > Custom Resources
🛠️ How It Works: The newsletter is created using Canva, giving you flexibility in how you use it:
Simply add your name/logo/photo, and export to share
Customize the wording to match your personal tone and style
Use the content in your own preferred newsletter template or design
📤 How to Share:
Broadcast via your preferred channels—email, WhatsApp, or social media. This resource is updated monthly, with most of the creative and content work already done for you by our team.
By consistently sharing these newsletters, you'll reinforce your presence in your clients’ and prospects’ minds—all while delivering timely value with minimal effort.
2) đź“° Weekly Financial Newsletter via Client Rewards Chatbot
In addition to the monthly version, a Weekly Financial Newsletter is also shared every week through the Client Rewards Chatbot.
Consultants can download the newsletter directly and personalize it by adding their own photo into the pre-designed circular frame—making it look like a piece of content created by you, professionally styled and ready to broadcast.
đź“Ł How to Use It:
Given its weekly frequency, consultants may consider distributing it via:
Email broadcasts
Social media stories or posts
This regular sharing not only reinforces your positioning as a proactive and informed consultant but also signals that you're consistently tracking market trends and adding value to your client base.
With both newsletter formats working in tandem, consultants can create consistent visual presence and build strong brand recognition—positioning themselves as active, knowledgeable, and value-adding professionals. This increased visibility naturally boosts engagement and can lead to more meaningful client interactions and potential conversions.
Most of the heavy lifting—content creation, design, and formatting—has already been done for you. The only remaining step is distribution, which, due to PDPA compliance, must be handled by consultants directly.
While this “last mile” effort requires you to send it through your own channels, the payoff in trust-building and client connection will make it well worth the effort.
