There are more than a dozen ways you can use your content each month. Here’s a quick cheat sheet with ideas. You can use the content for inspiration in other marketing ventures like podcasts, videos, radio, etc…

You’ll always get the next month’s content on the 20th. So you’ll get February’s content on January 20th, as an example.

Within a few business days we’ll send you content for the next month, plus details on what topics & themes are to come for the rest of the calendar year.

Our team of professionals plans out a year’s worth of monthly topics/themes in advance. Some of the material is evergreen (think financial and retirement basics like 401(k) FAQs, the difference between Traditional and Roth IRAs, etc…). Sometimes it’s seasonal (like perhaps a March Madness, New Year’s Resolutions, or Santa’s wish list kind of theme). And other times we just come up with really creative stuff that’s useful anytime (Mark Twain’s Retirement Advice, The Retirement Farm, and other fun things from the brain of our creative department).

When something impactful happens in the financial world, we might reschedule a previously planned topic in place of a newsworthy item. An example of this would be a primer on the SECURE Act, or some special content related to the pandemic.

Ah, the million dollar question. We have a fellow financial advisor on staff, plus work with hundreds of advisors in various capacities across the country, so we have a pretty good grasp of what gets typically flagged by compliance (and thus try to avoid those things). But we also acknowledge that every compliance situation has its own nuances and some pieces of material might not make it through your review process. If it’s just one particular piece of content that doesn’t make it through, we recommend just skipping it that month. If compliance rejects all the elements or the entire month’s topic for some reason, just reach out to us and we’ll figure out another solution for you that month.