Pricing

Our pricing is straight forward. Your satisfaction is guaranteed.

Up to 100 Clients

Monthly Service $199
Newsletter Prep Included
Set Up Included
Consulting Included
Delivery Included
Tracking Included
Reporting Included
Minimum Contract None

Over 100 Clients

Monthly Service $199

Plus $50/month for each additional 100 clients.

Calculating the ROI for email newsletters -- Wealth Management example

Improved Retention

Assumptions:

  • Base of 100 clients
  • Retention improves from 90% to 95%
  • Cost to replace 1 client = $1,000

Cost Savings = 100 x 5% x $1,000 = $5,000

 

Relationship Growth

Assumptions:

  • Asset base of $100MM
  • Avg. fee of 1%
  • Asset growth of 10%

Revenue growth = $100MM x 10% x 1% = $100,000