Jan 20, 2022 By Nicolle

Campaign Releases, Lead Generation

[NEW] Lead Generation – Estate Planning

Do you want to connect with people who need to create or review their estate planning?  This campaign is for you.

Massive changes introduced by recent laws have made many estate strategies outdated.

People who haven’t created or reviewed their estate plans in light of these new rules are at risk.

This new lead generation campaign encourages prospects to reach out to you to discuss their estate planning by providing a free guide. 

Inside they’ll find: 

  • The changes quietly caused by new rules
  • A “domino effect” caused by changes to taxes, trusts, gifting limits, and more
  • How their spouse and heirs could have been negatively impacted if their plan hasn’t been updated to reflect these new laws

The lead magnet is designed to be “precisely vague”. It provides good advice but opens a loop with critical questions that the prospect must work with you to resolve.

Attract fresh prospects by offering a compelling tool through a campaign that includes: 

  • A lead capture landing page
  • prospecting emails
  • social media posts
  • optional Facebook ads

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Jan 19, 2022 By Sydney

Marketing Strategies & Tactics

Why Is My Marketing Not Working? Here’s Why

How long do you think you need to work at your marketing to get results? A month? Three months? What if we told you it takes a lot longer than that? Probably a lot longer than you’d like. But that’s ok; you’re in this for the long haul because you want more than just leads—you want paying clients.

One of our members shared with us that he “just scheduled a meeting with a $1.2M prospect” he’s been emailing since 2018. After three years of nurturing and building the relationship, he finally got a call booked with that high-net-worth (HNW) prospect. Even though it won’t take all your HNW clients three years to convert, you need to invest in that relationship with a considerable amount of nurturing to get on their radars.

So the right answer to our question in the first paragraph is: it depends. We recommend using our holistic lead generation strategy for at least six months before giving up—but it could take up to three years (or even longer) to net the big fish. Remember, you won’t get results immediately, and expecting instant gratification will hurt your marketing success.

Stay motivated with consistent efforts and marketing metrics that actually matter to get more marketing wins—paying clients who are loyal to your business.


Jan 19, 2022 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Fact or Fiction?

Use this simple email to offer clients and prospects your perspective on how stories and investor psychology affect markets.

Send your clients and prospects the latest market updates driven by numbers and explain how to consider the stories behind the numbers before making conclusions: “numbers don’t have all the answers.”

The email presents the following questions:

  • What do we do with this information?
  • How do we use it to make smarter decisions?

This helps you address concerns as they arise and shows your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.


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Jan 17, 2022 By Nicolle

Campaign Releases, Lead Generation

[NEW] Lead Generation Campaign – Government Retirement Firehose

Do you want to connect with government employees who need help planning for their retirement? This campaign is for you.

Retirement plan administrators bombard government employees with financial paperwork leading up to retirement.

This new lead generation campaign will help you to attract government employees with a free guide.

The guide highlights the most critical information required for their retirement planning and is titled: Choking on Retirement Information Overload? Get Bite-Sized Answers

In the guide, prospects will:

  • Discover a 30-thousand foot view of what they really have
  • Get clarity on what they could be missing in the fine print
  • Have visibility of the potential ripple effect of each decision they make 

The campaign publishes content over 4 weeks.

This will help you stand out in a noisy market and attract new leads looking for help to exit their businesses successfully.

Use it to target government employees looking to retire. It can be sent to an email list or used in your social media presence.


  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget


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Jan 13, 2022 By Nicolle

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Videos – The End of the World?

Use this simple video to share your thoughts on bad headlines and scary market moves when they happen.

Market volatility and corrections in the face of bad headlines are normal and occur regularly.

Bring a sense of calm to your clients and prospects who may have the jitters about the market.

This new personal connection video campaign helps you convey a message of calm amidst the panic and negativity created by media headlines.

It’s engaging and easy to implement. 

All you need to do is personalize the script, record your video, and add the link to your campaign. Our automated platform will do the rest.

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Jan 6, 2022 By Nicolle

Financial Dashboard

[NEW] Q4 2021 Financial Quarterly Briefing

Give your clients and prospects a 5-minute snapshot of the last quarter!

This quarterly campaign is designed to build your credibility by giving your clients and prospects a bite-sized overview of the previous quarter’s key market and economic data.

The campaign runs for 21 days and delivers the following:

  • Landing Page With Email Capture Form
  • 2 Promotional Emails
  • 1 Opt-In Confirmation Email
  • 4 Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

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Jan 6, 2022 By Nicolle


Steal My Strategy: Master Difficult Conversations with Negotiator Brandon Voss

Difficult conversations are inevitable. 

People often avoid them because of the stress or anxiety it brings.

Here’s the thing, avoiding them doesn’t make them go away.

Instead of sweeping them under the rug, learn to master any conversation with powerful negotiation techniques. 

Brandon Voss is the President of The Black Swan Group, a strategic business advisory firm that focuses on business negotiation.

Their negotiation strategies stem from the same tactics used by the FBI in hostage and kidnapping situations.

In this episode, we chat about how to master these negotiation techniques to lead difficult conversations with confidence for more productive and practical solutions.

Subscribe on Apple PodcastsSpotifyGoogle PodcastsAmazon Music and Audible, or wherever you get your podcasts.

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Jan 5, 2022 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Welcome to 2022

Use this simple email to offer clients and prospects your perspective on 2022.

Predictions may be murkier than they appear

Rather than issue predictions that are certain to be wrong, send some musings about trends I think will play role this year:

  • COVID-19 in 2022 could hurt less
  • The economy looks poised for more growth
  • Politics will dominate headlines
  • Folks are tired and burned out

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.


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Jan 4, 2022 By Sydney

Communication, Content Marketing, Marketing

Do Privacy Changes Affect Your Marketing’s Effectiveness?

When COVID-19 first impacted the U.S., “The Late Show with Stephen Colbert” had to go without an audience. In lieu of laughter and cheers from an engaged crowd, Colbert told his jokes to an empty room—and, as empty rooms do, it didn’t laugh or clap back. But just because Colbert couldn’t get feedback from a live audience, it doesn’t mean his viewers weren’t enjoying his content. In fact, people were still watching Colbert’s show as much as they did pre-COVID-19. The reason? With or without feedback, good content is good content. Colbert’s target audience continued to enjoy his show, laugh at his jokes, and probably clap the way they used to—whether he saw them doing so or not—because the content was still good. Good content doesn’t rely on feedback because it’s focused on what the client wants, not what they bring to the transaction. And that’s good news because tech giants like Apple and Google have started prioritizing consumer privacy. This means our marketing efforts may yield less feedback at certain stages of the sales funnel. We won’t be able to track email open rates, click-through rates, and other metrics as accurately as we once did—but that doesn’t have to mean the end of lead generation. Focus on tailoring your content to your target audience—as Colbert did—and the lack of data won’t derail your marketing results.

Jan 4, 2022 By Nicolle

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Mental Hacks to Make Resolutions Stick

Most of us aren’t very good at keeping our resolutions.

In fact, even with the best intentions, most of us give up on our resolutions before January’s over (Jan. 14, 2022 is “Quitters’ Day” for a reason).

This VIN will answer that question, sharing neuroscience-backed brain hacks for keeping resolutions, making changes, and forming new habits.

Educate, entertain, and inform your clients and prospects about hacks to set and achieve goals effectively.

This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!

Each Visual Insights Newsletter campaign delivers the following:

  • Landing Page With Email Capture Form
  • Promotional Email
  • Follow-Up Emails
  • Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

This VIN will also position the financial professional as a coach and an ally who can help folks stay focused, choose the right financial goals, and make them a reality. 


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