Wealth News

Challenge: Maintain an informative outreach channel that keeps Advantis Wealth Management team in touch with its clients. 

Solution: Write a quarterly direct mail newsletter that integrates a contact call-to-action into main article.

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Advisor newsletter

Challenge: Maintain an outreach channel for Advantis Credit Union to its members that's both informative and promotional. 

Solution: Write and publish Advisor newsletter in both a more informative monthly digital and a more promotional quarterly direct-mail version.

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