How it works
Using Ospirio content as your own is simple. Here’s how it works:
Sign up
Check out the options below for signing up.
We’re still ramping up the online suite of tools over the first quarter of 2024. Interested in a PAID membership? We’ll reach out to set you up.
Check your inbox
FREE members receive a client-ready market writeup on the first Monday after month end.
PAID members receive client-ready, fully formatted email newsletters on the first and third Mondays, plus other benefits year-round.
Send it out
Send out the newsletters whenever the timing works for you, with your own branding, through your own communication channels – your corporate email system, your Mailchimp, post it on your blog, whatever your system.
Save time while boosting the quality of your communications
With client-friendly, high-quality email content covered, you look better and have more time for higher-touch marketing efforts.
FREE
Get the client-ready monthly market review, sent to you in .doc form the Monday after month-end.
BASIC – $250/month
Receive two fully formatted client newsletters per month, on the first and third Mondays.
PLUS – $450/month
Receive two monthly client-ready newsletters, plus access to a library of evergreen content that you can use for blog and social media posts.
Premium subscribers get twice monthly client-ready newsletters, access to a library of evergreen content, plus an annual website audit and one custom white paper for their sole use.
About Ospirio Marketing
- Ospirio Marketing Group was established by Carolyn Marsh, CFA, who has worked as a freelance writer for financial firms since 2015. Carolyn’s client list includes Platinum Equity, BlackRock, Janus Capital, Charles Schwab, Bank of America Merrill Lynch, Citizens Bank and many other small and large financial firms. More information and samples are available at www.carolynmarshCFA.com.
FAQ
You can become an Ospirio member for free! Paid membership levels include a range of additional benefits for financial firms who want to rev up their content marketing and communications to a higher level.
The articles are compliance-ready but the expectation is that each subscriber will need their own compliance to sign off before publishing with their name on materials. Our team has years of experience writing for many firms and prepares materials to be as compliance-friendly as possible.
Our materials are written by Carolyn Marsh, CFA in partnership with subscribers.
This subscription content is used by independent advisors, small banks and trust companies to reach their own clients, usually through their own private email newsletters. It is very unlikely that your own clients and prospects will see it floating elsewhere. However, we include with every article a list of different choices for titles. We encourage you to pick your own title if you publish a piece on your blog or social media. That can help you to make it your own. Using your own image assets on the posts can also help distinguish them.
PAID subscriptions include two monthly client-ready newsletters. The PLUS and PREMIUM memberships also include access to a library of evergreen financial articles, plus other benefits.
The first monthly newsletter is always centered around a readable, approachable market commentary.
The second monthly newsletter features something topical about financial planning, investment or market trends, or another relevant topic to a wealth or asset management client.
Could this simplify your communications?
With your basic client communications covered, you can turn your attention to the high-touch, high-value efforts. Interested in more information? Reach out.