Podcast
>
Ep 105: Are You Getting the Most Out of Your Newsletter?
Ep 105: Are You Getting the Most Out of Your Newsletter?
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.In this episode of Financial Advisors Want to Know, I sat down with Tiffany Silverberg and Jimmy Lim from Out & About Communications to discuss one of the most effective yet underutilized marketing tools for advisors: newsletters. We talked about how newsletters help advisors stay top of mind with prospects and clients, build trust over time, and create a scalable way to deliver value.The conversation also explored newsletter strategy, content creation, engagement metrics, and practical ways advisors can turn newsletters into a meaningful part of their overall marketing ecosystem.
Share:
Episode 105: Are You Getting the Most Out of Your Newsletter?
Guests: Tiffany Silverberg & Jimmy Lim
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.
In this episode of Financial Advisors Want to Know, I sat down with Tiffany Silverberg and Jimmy Lim from Out & About Communications to discuss one of the most effective yet underutilized marketing tools for advisors: newsletters. We talked about how newsletters help advisors stay top of mind with prospects and clients, build trust over time, and create a scalable way to deliver value.
The conversation also explored newsletter strategy, content creation, engagement metrics, and practical ways advisors can turn newsletters into a meaningful part of their overall marketing ecosystem.
Key Takeaways
✅ Newsletters Are a Trust-Building Tool
Regular communication helps advisors stay top of mind and build credibility with prospects long before they're ready to make a decision.
✅ Start with a Clear Purpose
The best newsletters are built around a specific audience and a clear promise of value, rather than simply sending updates for the sake of sending them.
✅ Personal Content Drives Engagement
Market commentary is valuable, but content that showcases the advisor, team, and firm personality often generates some of the strongest engagement.
✅ Measure Performance and Adjust
Open rates, click rates, and website traffic can provide valuable insights into what content resonates most with your audience and help refine future content strategies.
✅ Consistency Matters More Than Perfection
A simple, repeatable process and content calendar make it easier to maintain a newsletter that delivers value over the long term.
Links & Resources
🔹 Connect with Tiffany Silverberg
🔗 LinkedIn: https://www.linkedin.com/in/tiffanysilverberg/
🔹 Connect with Jimmy Lim
🔗 LinkedIn: https://www.linkedin.com/in/jimmylsh/
🔹 Out & About Communications
🌐 Website: https://www.outandaboutcommunications.com/
🔹 Connect with Catherine Tindall
🔗 LinkedIn: https://www.linkedin.com/in/ctindallcpa/
📩 Sign up for the Dominion Newsletter
https://dominion-enterprise-services.kit.com/9944b047d9
📧 Contact Catherine's Team
admin@dominiones.com
