Financial advisor newsletters written from your firm's point of view

Kestrel writes, designs, sends, and reports on email newsletters for independent RIAs, to a list your firm owns.

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Quick answer

A financial advisor newsletter is a recurring email that keeps clients, prospects, and referral partners in touch with your firm between meetings. Kestrel writes, designs, sends, and reports on newsletters for independent RIAs, using your firm's own perspective as the source material.

One note a partner would sign

Every issue opens with a short note from a partner, written from a real conversation with that partner. Readers hear the firm's voice before they reach an article, a chart, or a link.

What goes in each issue

• A partner note. A short opening in the partner's voice.
• A firm perspective piece. An article built on your firm's view of planning, markets, or client questions.
• A client service update. Planning reminders, deadlines, and changes at the firm.
• A spotlight. Events, team news, and announcements.
• One call to action. A single next step for the reader to take.

The list belongs to you

Your contacts live in your email platform, under your account. We write, design, and send, and you keep control of who is on the list.

Different readers, different issues

Clients, prospects, and referral partners want different things from your email. We can build separate issues or sections for each group, so a CPA who refers clients reads something other than a client who wants a tax reminder.

What we measure

• Replies from readers, the clearest sign an issue landed
• Clicks on the issue's call to action
• Meetings booked from the newsletter
• Open rates as a trend, since mail privacy features can inflate them

How it works

1. Goal and audience. We decide who the newsletter is for and the one action each issue asks readers to take.
2. Template and first issue. We design your template in your brand and draft the first issue from a partner conversation.
3. Review and send. The issue goes through your compliance reviewer, then we schedule and send it.
4. Report and refine. We report on replies, clicks, and meetings, and shape the next issue around them.

Who this is for

Independent, fee-only RIAs that want a regular channel to clients, prospects, and referral partners, and want it to sound like the firm.

Questions

What is included in a financial advisor newsletter program? Kestrel provides template design, a partner note, a firm perspective piece, a spotlight section, a call to action, scheduling, sending, and a report.

Who owns the email list? Your firm owns the list. Your contacts stay in your email platform under your account, and you decide who is added or removed.

Which email platforms do you work with? Kestrel works with the major email platforms. If your firm uses a different platform, ask us about it on the first call.

Can you build a welcome sequence for new subscribers? Yes. A welcome sequence introduces new subscribers to your firm over several emails and points them toward a first meeting.

Can newsletters meet our compliance requirements? Every issue goes to your compliance reviewer before it sends, and we work inside your approval process. We hand each issue over in a form your archiving system can capture. Final approval rests with your compliance team.

Related services

Social media | Websites | Branding | Google Ads

Tell us where you want growth to come from.

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A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.

Last updated 2026-10-08

Sarah Falcon leads Kestrel and has spent 20+ years in marketing across technology, B2B, direct-to-consumer, and financial services. Sarah on LinkedIn