Monthly Market Insights is a monthly email campaign that provides your clients with a market recap of the prior month. We strive to be as thorough as possible with our recap, and so our experts wait until the markets close each month before writing the recap.

Because of this approach, Monthly Market Insights typically sends to your clients and prospects around the 7th of the month. A lot of things happen in that first week of the month:

  1. Once markets close on the last trading day of the month, our team gets straight to work, writing a thorough recap of the markets that month.
  2. Taking that recap, we write a concise video script, hitting the major points of discussion.
  3. Animating the high-quality video takes a couple days. Once we’re done with that, coding the pages and setting up the email takes a few more.
  4. Getting the finished piece through compliance can take a few days too (but, if your Broker Dealer is auto-approve, we also submit the Monthly Market Insights through FINRA, so you won’t experience any further compliance delays.

All told, the process takes about a week, which is a small price to pay for such an amazing marketing tool as Monthly Market Insights.

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