May 4, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Economy & Taxes

Is the economy rebounding like Shaq in the late 90’s?

Not quite.

But it’s undoubtedly on the upswing, which is good news for both you and your contacts.

What may not strike your High Net Worth contacts as good news, however, is the tax bump they could be facing from the American Families Plan.

This timely email covers both of those topics to help you stay front-of-mind with folks, and keep them calm in the face of a changing economic landscape.

More about this campaign:

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May 3, 2021 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Cryptocurrency

Crypto is (sort of) the new kid on the block that everyone is talking about.

Unfortunately, much of that talk isn’t coming from financial professionals, which leaves folks with unanswered questions and potential misinformation.

As a Financial Adviser, you love weeding out the bad information to help people make sound financial decisions.

But often, prospects keep scrolling.

That’s why this Cryptocurrency Visual Insights Newsletter packs a one-two punch of beautiful graphics and research-backed information to help you capture prospects’ attention, clear up their misconceptions, and fill up your calendar.

The customizable “6 Things Most People Don’t Know About Cryptocurrency” landing page shows that you’re the professional with the information they need, and drives them to book a call.

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Apr 28, 2021 By Tyler

Campaign Releases, Social Prospecting

[NEW] Social Prospecting Campaign | Next Big Move

The current economic landscape has your prospects worried about major financial decisions.

Chances are, they’re taking to the internet to find solutions.

Don’t let their third cousin twice-removed tell them what do with their money.

Our new Social Prospecting Campaign gets you on their feed and positions you as the expert to help them through the tough decisions ahead.

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Apr 22, 2021 By Tyler

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | Estate Planning

The SECURE Act blew a hole through several common estate planning tools.

A change that has left many of your HNW prospects needing some serious review of their current plans.

When there is a lot to consider and review, it’s easy to be indecisive.

Indecision leads to inaction.

Not with this campaign!

It will help you light a fire under your prospects and help them be more decisive.

Coach prospects and get them through the door to have their wills, trusts, and estate strategies reviewed in light of the SECURE Act and TCJA.

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Apr 19, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Asset-Map

Have you checked out the Asset-Map Lead Generation and Prospect Engagement campaigns?

This Personal Connection Video is the perfect complement to both of those, or as a standalone campaign.

It is designed to get your face in front of clients and prospects, while helping them understand every aspect of an important financial decision.

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

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Apr 19, 2021 By Tyler

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement Campaign | Asset-Map

This email-based campaign is an enhancement to our Asset-Map Lead Generation campaign.

It’s designed to be sent to prospects who have opted into the Asset-Map Lead Generation campaign or who you’ve previously emailed about Asset-Map.

The purpose of the campaign is simple: to generate an appointment. A series of emails drives home the benefit of setting up an appointment with you to create an Asset-Map or discuss one that’s already created.

This campaign is part of an exclusive collaboration with Asset-Map, a subscription service that lets you give clients a simple, one-page snapshot of their finances.

Learn more about Asset-Map here.

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Apr 19, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Asset-Map

How many times have your clients told you their finances were just too complicated to understand? 

Or that, even with all of their statements piled together, their overall financial “big picture” was still unclear?

They’re not looking for another 80-page report. 

They want something simple, like a high-level map that lays everything out on one page.

Our new lead generation campaign encourages your clients and prospects to sign up to create an Asset-Map to use as a financial “GPS” that shows them exactly where their finances are — and where they might be heading. 

This campaign is part of an exclusive collaboration with Asset-Map, a subscription service that lets you give clients a simple, one-page snapshot of their finances. 

Learn more about Asset-Map here.

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Apr 15, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | College Opportunity

Most parents want the best for their children, and often that includes a college education. But even high-net-worth parents can struggle with planning for college expenses, especially if they’re also saving for their own retirement or assisting their own parents as well.

Give this target market a compelling decision-making tool that opens the door to conversations about college planning: Propel Your Child Toward Boundless Opportunities: 3 Strategies to Start Right Now.

Featuring 32 “must-ask” questions, this guide provides 3 strategies that parents can implement right away to plan for their child’s future — no matter when they start saving.

 

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Apr 8, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

Maybe you think it’s a little bit of all three.

But no matter how you feel about it, your clients and prospects are curious about cryptocurrency.

And if they don’t get their advice from a professional first, then they’ll get it from keyboard warriors.

Don’t let that happen.

Use our latest Personal Connection Video to get in front of your contacts and ahead of the curve when it comes to cryptocurrency.

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

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