
I worked with OmniStar Financial Group to write a monthly email newsletter and source royalty-free images for their wealth management clients.
Each newsletter consisted of two to four short articles that kept clients informed of any time-sensitive deadlines and general wealth management best practices.
The newsletter’s goal was to keep OmniStar top of mind and help clients feel more connected to and invested in the firm. Most of the wealth management clients were current or retired dentists and orthodontists.
Client feedback revealed that many clients would print out the newsletters to read later, and many would reread old issues. This meant that links and images had to be kept to a minimum. You can read some examples of these wealth management newsletters by clicking here.