- The financial planning calendar (e.g. tax season) or other calendar events (such as holidays, back to school, Mother’s Day/Father’s Day, etc).
- The content from our licensed publisher partners the week of and days before the suggested newsletter distribution date.
- Historical user engagement data - which types of articles generate the most engagement
- The chosen theme for the week.
Our curation team develops a theme for each week’s newsletter that reflects current considerations in wealth management and financial wellness and that is able to leverage the best and most recent publisher content in the AdvisorStream Library.
In some cases, we work directly with your firm’s marketing team to plan and develop newsletter themes and use your firm content within the newsletter.