Jul 14, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] DIY Email Template

We love crafting highly-researched, eye-catching campaigns.

Heck, it’s what we’re great at.

But often, you know exactly what to say to your clients or prospects.

And guess what? We love that, too.

So we’ve built a DIY Email Template, which allows you to share your stories, or your message, or even just a quick market update with a fully-branded email.

This way, you can leverage the power of Snappy’s platform, contact segmenting, and email tracking while delivering your own unique message to your clients and prospects.

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Jul 9, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Long-Term Focus

COVID had a way of drawing everyone’s attention to their immediate needs – even the best of investors.

But as things level back out and we find our way to the “new normal”, it’s important to refocus your clients’ and prospects’ attention on the future.

And what better way to do that than with a short, punchy, personal video?

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

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Jul 8, 2021 By Tyler

Campaign Releases, Financial Dashboard

[NEW] Market Update Campaign | Q2 2021 Financial Dashboard

We’re 6 months into 2021 if you can believe it.

And the last 3 months have had a little bit of everything: vaccines, inflation worries, jobs recovery, and more.

With the aesthetic of an old-school newspaper and the insights of a Financial Analyst, this Quarterly Financial Update covers all of that and more.

What’s more, you can customize the investor takeaway to add your personal touch and build connections with your readers.

More about this campaign:

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Jul 1, 2021 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | What Will the Future Look Like?

Jetsons, here we come.

Flying cars, talking robots, and hotels in space.

Those may all seem out of this world (see what I did there?), but they’re on the horizon.

And it’s not just folks in tinfoil hats who are a little anxious about it.

Many of your clients and prospects have the same hesitancy about a shiny new future.

Which is why we launched this Visual Insights Newsletter – What Will the Future Look Like?

Eye-catching imagery hooks your readers, valuable information emphasizes the worry that they’re feeling, and great copy starts to ease that pain, all while painting you as the level-headed financial pro to talk to.

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Jun 29, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | A Tale of Two Deals

It was the best of deals; it was the worst of deals.

It was… taking a long time.

After weeks of grandstanding, posturing, and wrangling, it appears that a bipartisan infrastructure deal that both parties can live with is in the works.

Which means it’s time to give your clients and prospects your perspective on the potential bill.

Our latest timely email, A Tale of Two Deals, is packed with the hard data about a couple deals sitting in Congress right now, what kind of timeline folks can expect, and what the deals mean for their wallets.

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Jun 23, 2021 By Tyler

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | Dynamic Lead Follow-Up

We probably sound like a broken record, but email is king when it comes to marketing.

Which is why it’s the cornerstone of our Prospect Engagement Campaigns.

Previously they’ve focused on Estate Planning and Asset-Map.

But this one casts a broader net.

It’s designed to drive brand new leads, no matter where they came from, to book an appointment with you.

8 emails go out to prospects over the course of 29 days, each designed to highlight a pain point and create an emotional reaction that lands them on your calendar.

More about this campaign:

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Jun 18, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Life & Disability Insurance

High-earners often ignore their most valuable asset, and it’s right under their noses.

They have plans in place to protect their homes, health, and cars.

But have nothing in place to guard against lost wages – the backbone of their financial security.

Without their regular income, luxuries fade, bills go unpaid, and food can even become scarce.

Most high-earners see this as nearly impossible. They think they’re more likely to win the lottery… and they don’t even buy tickets.

But it’s far more common than they expect.

Short-term disability stints after being tossed from their horse or throwing out their back while golfing are manageable.

But a long-term loss of income due to a car accident or unexpected medical diagnosis can spell financial disaster. And it happens to people every day.

That’s why our latest Lead Generation campaign is designed to get prospects thinking about the safety nets they have in place for their family while driving them to book an Earnings Protection Session with you.

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Jun 16, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Forecasting Surprises

After a year like 2020, you’d think nothing could come as a surprise anymore.

Yet here we are.

Inflation “surprises”.

Job market “surprises”.

Housing market “surprises”.

It’s what we should expect after a global economic shutdown, but that expectation won’t stop your clients and prospects from panicking.

So we put together our latest timely email, Forecasting Surprises.

It helps create perspective around the socioeconomic shifts we’re seeing and reminds your contacts to stay the course.

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