How eNewsletters help nurture strong client relationships

Nothing beats one-to-one interactions, but as an adviser, you know all too well that time is limited. Here's how eNewsletters can save you time and support your clients' financial journey.

date_range 07 September 2020

When it comes to building strong client relationships, nothing beats one-to-one interactions, and recent events have made this abundantly clear. Whether it’s a phone call, a face-to-face meeting or videoconferencing on Zoom, the time you spend talking with your clients is always time well spent.

Wouldn’t it be great if you could spend even more time on it? Unfortunately, as an adviser, you know all too well that time is limited, and it passes quickly. So how can you check in on your all clients and share your knowledge regularly, while also making sure that no one feels left out?

This is where regular Client eNewsletters can help.

Done well, eNewsletters can benefit you and your clients in a number of ways.

An open line of communication between you and your clients

Knowledge and quality advice – that’s the foundation of your client relationships, your ‘reason to be’. Of course, ‘product’ plays an important role, but it’s your expertise and guidance that underpins the relationship.

You can use regular eNewsletters to reinforce your clients’ understanding of the value of advice by sharing helpful tips, insights and updates. Done well, this simple approach can benefit you and your clients in a number of ways. Here are just some examples:

  • It reiterates the value of advice by sharing quality, knowledge-rich and relevant content to guide their financial journey
  • It reminds clients that they have an expert at the ready, you, who can assist them with relevant advice as their circumstances, needs and goals evolve
  • It keeps your clients informed and helps grow their financial knowledge and confidence
  • It supports strong client relationships, which in turn can drive business success through retention and referrals.

Like to power up your client communications?

At FINERGY, we specialise in creating quality Client eNewsletters (and a lot more) for New Zealand financial advisers. We have over 20 years’ experience in financial services communications, and since we launched as FINERGY in early 2017, we’ve been working specifically with financial advisers across the country.

Would you like to learn more? Contact to request your 24-hour Guest Login, to explore our eNewsletter Content Library or the various Automated Communications we can set up for you.