newsletter? Nobody does.
Not even you.
Welcome to On The Money
All financial industry newsletters are the same:
- Where your children should park their extra allowance money now!
- This small investment might pay big returns!
- The best ways to keep squirrels out of your potted plants!
- How pickleball may save your life!
No one reads them because the content is boring and predictable. On The Money is a fresh, unique way to get your name in front of clients, prospective clients, professional contacts, centers of influence and friends in a low-key non-pushy way. This keeps your name in front of clients and prospective clients so when opportunities arise, you’ll be top of mind.
What You Get
On The Money has one weekly issue, sent to subscribers every Sunday. The text for the newsletter is sent in a Word document, and subscribers can send the newsletter to clients, prospective clients, professional contacts, friends, etc., in any format they choose.
About The Author
Jim Patton has been a financial advisor since 1984. After working at big wirehouses for 25 years, he joined an independent broker-dealer in 2008. He still works full-time as a financial advisor, helping clients manage their investment portfolios so they don’t run out of money in retirement.
Jim is the author of ‘Don’t Make Me Say I Told You So’, which was released in 2016 and was #1 on Amazon in the Personal Finance category shortly after it was released. His second book, Those 7 Extra Years, is written exclusively about women’s unique challenges when planning for retirement and will be released this summer.
On The Money
On The Money has one weekly issue, sent to subscribers every Sunday. The text for the newsletter is sent in a Word document, and subscribers can send the newsletter to clients, prospective clients, professional contacts, friends, etc., in any format they choose.
Frequently Asked Questions
The free trial is 30 days.
There is no contract or obligation. Start any time, quit any time.
No, you are free to add or delete any items to fit your needs, change the text, format, or whatever you want to do to make it your own.
Jim is a financial advisor with a large independent brokerage firm, and I’m required to send each issue to our compliance department for approval before I can send it to my clients and prospective clients. I’ve learned to avoid controversial topics and politics and not make investment recommendations or give personal opinions. After a year of publication, our compliance department has only asked me to make changes six times. After I’ve revised the text, it’s been approved.
As mentioned above, you may alter the content of On The Money in any way you would like to. However, On The Money and Quotation Of The Week are so well-liked because they are interesting and enjoyable, with no sales pitches or links to “calls to action.”
No, we send you the material, and you send it out yourself.
We’ve found that the image makes the content even more interesting to people. Most of the time, the photos are not related to the content. The standard newsletter from brokerage, insurance, and real estate firms has predictable stock images: A couple sitting on a couch smiling while looking at something, walking on the beach, or playing with their grandchildren. The photos alone make On The Money and Quotation Of The Week more interesting to readers.
People Love On The Money and Quotation Of The Week
How do we know? According to Constant Contact, “Anything between a 15-25 % is a good email open rate”. SquareUp says “In school, 50 percent means you flunked. But in the world of open rates, 50 percent is passing with soaring colors – it lands you in the A++ range.”
Imagine having 3 out of every 4 people you send an email to open it and read it every week. That’s the response we get. Here is our open rate for the past 30 days, taken right from our Constant Contact page:
