Fresh Financial Content For Osaic Advisors
We arm advisors with finance content to grow relationships & attract new clients.
Position Yourself as a Trusted Financial Expert
Fresh Finance is a wealth industry marketing technology platform that simultaneously produces digital newsletters, social media posts, and content library articles for financial professionals to position themselves as industry experts. Our marketing tools are designed to create and send content that features your unique branding and helps educate clients on topics relevant to the financial services industry. Build trust, start conversations quickly, and connect with your clients and prospects!
- A Digital Newsletter Tool
- Social Media Tool Articles
- Content Library Tool (500+ articles to use as is or edit)
- Print newsletter Tool And
- more!
How Our Content Marketing Tools Help Advisors
Increases your website’s SEO- Posting financial education content helps prospects find you when searching for financial help or a new financial advisor.
Easy social media posting- Our integrations with social media platforms helps elevate your social media profile.
Validates you– Sharing content and the latest financial news demonstrates you’re well-informed and can be trusted.
Strengthen relationships- Providing clients with financial education articles keeps you top-of-mind showing you care about their financial wellness.
Less time sourcing content- Fresh Finance content and articles from trusted third-party publishers.
Compliance approved- Content is reviewed, approved and ready to use on websites, social media, in newsletters, and more.
Full Library of Articles
Use our content library of 500+ articles across 12 topics as is, or edit them to make them your own.
Digital Newsletter
Our monthly newsletters help you connect with clients while keeping your contact information front and center.
Customized Banner
Our software automatically creates your newsletter banners using your logo, contact info, disclosures, and photo, saving graphics design time.
PDF Mailer
Advisors can download a full-color PDF newsletter, print, and mail to their clients or use at events.
Email Analytics
Sync your CRM list with our email analytics to gain insights into clients content interests.
Social Media Posting
Get started today!
$40 / Month
Check out What's Included in Our Monthly Subscription
Differentiate yourself using fresh financial content.
$40/mo
(billed monthly)
Each month receive:
- A client-focused digital newsletter
- Content Library access to hundreds of Osaic-approved articles + images
- 24 new third-party articles for social media
- A print PDF newsletter
- New articles each month added to the libary
