Financial Adviser Marketing Strategies

Sep 23, 2021 • By Nicolle

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | 401(k) Rollover

For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

More about this campaign:

Sep 22, 2021 • By Sydney

Marketing Strategies & Tactics

The Framework to Boost Your Marketing ROI

The average financial adviser sees an email open rate of 24.8% for their marketing emails and a landing page conversion rate of 6.2%. For the average Snappy Kraken member, those numbers are 29.5% and 9.9%, respectively. How do they do it? Simple. Using the Cold to Gold Framework.

The Cold to Gold Framework isn’t an ultimate marketing guide that pretends to know more than it does. It’s a six-step, data-backed marketing strategy that capitalizes on relationship-building to get you actual conversions. It’s based on the principle that the most important objective of your marketing should be to build relationships, foster trust, and become the go-to resource for financial questions and services.
Read more

Sep 21, 2021 • By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Storms Ahead?

The stock market got a little crazy this week.

Is a storm coming?

Let’s take a look at what’s driving markets right now.

Fears of a financial crisis in China.
Worries the Federal Reserve will start tapering soon.
Concerns about COVID-19 case numbers.
And so much more…

However, that doesn’t mean your contacts should panic and rush for the exits.

Pullbacks, corrections, and downturns don’t last forever.

Help them stay level-headed with our latest timely email, Storms Ahead?

It puts these economic shifts and fears into perspective and reminds them to focus on long-term investment strategies that work.

Sep 16, 2021 • By Mary Rose

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Business Owner Exit Planning

Exiting a business after years of blood, sweat, and tears to build it up is never an easy decision.

And doing so requires a lot of careful planning to make sure you have the right strategy in place.

This new lead generation campaign is designed to help business owners make that difficult decision much easier to navigate.

It includes a free guide that highlights key questions that business owners have to ensure a smooth and profitable exit.

And it will help you nurture existing prospects and clients.

Sep 10, 2021 • By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Is Life Insurance Worth the Money?

“Do I really need life insurance?”

It’s a big question, and we’ve created a simple video script that helps you answer it for your clients and prospects.

It will help them reflect on key questions about their financial, family, and life goals.

The video is super-easy to make.

We’ve written the script – you just need to make it yours!

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Sep 9, 2021 • By Kyle

Podcast

Supercharge Your Executive Presence with Actor & Playwright Carol Lempert

William Shakespeare famously wrote, “All the world’s a stage, and all the men and women merely players.”

Whether you look at life as a drama or not, stage presence is key to captivate audiences in all situations.

Carol Lempert, an actor & playwright turned business coach, shares the secrets she learned on Broadway and Hollywood for becoming more charismatic, persuasive, and captivating in any situation…a must for any professional or business leader.

Carol’s tools and expertise have led her to speak for big brands like Google, TD Bank, Pfizer, and more.

In this episode, we chat about how to be camera-ready at any time, exercises to present like a star (live or virtual), and how to craft better business stories that connect.

Sep 8, 2021 • By Sydney

Communication

Prospect Nurturing to Generate Clients

Let’s say you want to start a vegetable garden. You buy the seeds and put them in the ground, but you can’t expect a bunch of ripe tomatoes the very next day. You need to nurture those tomato seeds to get some fruit.

The same thing goes for your financial adviser marketing efforts. You can’t generate leads, leave them to their own devices, then expect a sale. You need to nurture those leads to get loyal clients.

Lead generation is your first point of contact with a potential client, but lead nurturing is what builds that meaningful client-adviser relationship. Showing your potential clients you genuinely care for their well-being by producing helpful, empathetic content will help you increase sales, build relationships, and foster trust.
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Sep 8, 2021 • By Mary Rose

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | We Remember 9/11

This weekend marks the 20th anniversary of 9/11.

Each year, we reflect on this event’s impact on history in the United States and the world.

We think about where we were and what we were doing.

We think about the heroes that stepped up and risked their lives to save others.

We think about everything that has changed since that morning 20 years ago.

Thousands of tributes have been planned to commemorate the lives lost.

And while looking back is never easy, being able to talk, share, and reflect on the events of that day is also a great reminder of the day the entire world came together.

Use this simple email to offer clients and prospects your perspective on the 20th anniversary of 9/11: We Remember 9/11

Sep 8, 2021 • By Tyler

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | 8-Week Prospect Nurturing

Prospects sometimes go cold.

It’s part of this cruel, unforgiving game we call marketing… but they don’t have to stay that way.

We’ve created an 8-week prospect nurturing campaign that’s designed to warm up cold leads, remind them of the value in working with a financial adviser, and land them on your calendar.

The 8 emails are designed to grab the prospect’s attention and get them to take action.

But that’s not all.

If you want them to see that beautiful face of yours, there’s an optional Personal Connection Video designed to run in tandem with the email sequence, which builds an even stronger connection.

More about this campaign:

Sep 1, 2021 • By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Creative Alternatives to Traditional Retirement

Retirement can trigger all sorts of emotions for people.

For some, there’s anxiety around having enough money or losing their purpose.

Others love the idea of not being tied to the shackles of a 9 to 5 – having the freedom to do what they want.

The reality is that retirement can look very different these days.

People no longer have to settle for the golden handshake and be put out to pasture.

They can fill their life with things they’re passionate about – including work.

That work can look totally different to what they’ve spent their life doing. They can consult, start a small business, work part-time or learn something completely new.

There really are no rules to retirement these days, and this month’s Visual Insights Newsletter – Creative Alternatives to Traditional Retirement – will shed light on an alternative view.