Oct 20, 2021 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Labor Market Tumult

America is going through a pretty major reconfiguration of the labor market.

You can use this simple email to offer clients and prospects your perspective on the labor market upheaval.

The pandemic threw so many assumptions out of the window. It caused us to think long and hard about a lot of things.

Where we work. How we work. What work means. What we want out of life.

That existential crisis is visible on the supply side of the labor market and on the demand side as well.

This email answers profound questions such as:

Are workers who don’t want to take low-paying, high burnout jobs lazy?

What does the labor market upheaval mean for the economy?

This timely email helps you reassure, educate, and build stronger connections with your clients during these uncertain times.

Lastly, it invites them to  reach out if they have questions, concerns or would like to discuss this with you.

Read more

Oct 19, 2021 By Nicolle

Campaign Releases, Lead Generation

[NEW] Lead Generation Campaign | Sudden Wealth (Windfalls & Inheritances)

Do you want to connect with prospects who have received a windfall or inheritance? This campaign is for you.

Receiving a large sum of money all at once (like an inheritance, lottery winnings, lawsuit, insurance payout, etc.) opens up a significant opportunity to change the course of someone’s financial life. 

But for many people, it opens up financial risks that can make their dreams go up in a puff of smoke. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: 

Coming Into Money? 2 Crippling Risks and 3 Things You MUST Know

The campaign publishes content over 4 weeks and includes:

  • 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
  • Website Widget


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Oct 18, 2021 By Nicolle

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Tax Law Surprise

Congress recently released a blueprint of the tax changes they plan to make. 

But unless your prospects and clients are fluent in tax codes, these changes will probably sound foreign to them.

This video can help you break down the revisions in terms they will understand.

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

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

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


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Oct 15, 2021 By Nicolle

Prospect Engagement

[NEW] Prospect Engagement Campaign | Medicare Annual Enrollment 2021

Engage prospects who are interested in Medicare Planning! This time-sensitive special edition is updated with timely hooks around Annual Enrollment to boost conversation.

Highlight the benefits of Medicare planning with this email-based campaign that educates, informs, and engages prospects on your list about the importance of analyzing their Medicare plan.

When you’ve got fresh leads from our Annual Enrollment Medicare Lead Generation Campaign, this is a perfect follow-up.

Drive prospects to a personalizable landing page that promotes a free appointment to review their Medicare strategies. Read more

Oct 15, 2021 By Nicolle

Campaign Releases, Social Prospecting

[NEW] Social Prospecting Campaign | Medicare Annual Enrollment 2021

It’s that time of year again!

Get appointments from pre-retirees and retirees who need advice about their Medicare planning with this social-only campaign.

The free Medicare Optimization Session will allow you to help your prospects in three areas: 

  • Determine when and how they need to enroll to avoid penalties and surprise expenses
  • Already enrolled? Assess whether they could save money with a different plan
  • Find out if they need Medigap coverage (or if it’s a waste of money)

IMPORTANT: We’ve created a real-time personalization playbook showing our members exactly how to customize the social posts and emails in this campaign to make them timely and improve engagement. This playbook is regularly updated with new customization ideas.


More about this campaign:

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Oct 13, 2021 By Sydney

Marketing Metrics

What Success Looks Like for Financial Advisers

8-minute Read | 9-Minute Listen


Marketing benchmarks and success look different in every industry and for every business. For example, the average email open rate in the business and finance industry is 21.56%, while the average open rate for government emails is 28.77%. Apart from industry, other factors affect performance like company size and maturity.

Industry averages tell you how other businesses are doing and let you know how you’re doing in comparison. At the end of the day, you need to define what success looks like for your business by analyzing past performance to create your own benchmarks.

Here are the most important metrics on social media, for emails, and for referrals and how to find them:

(Note: All industry averages in this article are specific to the financial industry unless otherwise indicated.)

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Oct 13, 2021 By Sydney

Marketing Campaigns

How Can Advisers Generate More Leads

In our 2021 State of Digital Marketing Report, we found that our top 25% of highest-performing advisers, in terms of marketing, massively outperformed everyone else. They have more contacts, get better landing page conversion rates, and—most importantly— they generate more leads.



But our top advisers aren’t spending exponentially more money or time on their marketing than anyone else; they’ve just hit on some simple, effective strategies. We’ve compiled a list of what our top advisers are actually doing to help you build or adjust your own marketing strategy and get better results. Read more

Oct 7, 2021 By Nicolle


Carl Richards Breaks Through Complexity with Elegant Simplicity

The KISS method (Keep It Simple Stupid) is used and often celebrated across industries.

Your audience cares about what your product or service can do for them and how it can change their lives.

The simpler the explanation, and the faster they can grasp it, the better. 

Carl Richards is a Certified Financial Planner™, creator of the “Sketch Guy” column, appearing weekly in The New York Times since 2010, author of “The Behavior Gap.”

Carl is widely known for simplifying the complex subject of finance by creating easy-to-understand sketches.

In this episode, we chat about how to navigate emotional situations productively, eliminating distractions that leave audiences empty, and how elegant simplicity can change not only your life but the life of your clients.

Read more

Oct 6, 2021 By Sydney

Marketing Strategies & Tactics

How to Prioritize Your Marketing Plans

Before reading this guide, take our quick 5-minute quiz to get your Marketing Opportunity Score and specific marketing tips that will boost your revenue.


Most advisers think that to get results out of their marketing, they need to do it all. Organizing events, setting up lead generation campaigns, emailing all of their clients and leads every day, spending countless hours on social media, creating videos, setting up ads—the list goes on.

Spending too much time (and money) on marketing means the average adviser ends up spending a whopping $3,119 to get one single client—$519 in hard dollars and $2,600 in time costs.

We’re gonna let you in on a secret: you don’t need to dot every I and cross every T to see a return on your marketing efforts. Read more

Oct 6, 2021 By Nicolle

Campaign Releases, Financial Dashboard

[NEW] Market Update Campaign | Q3 2021 Financial Update

Look like the pro you are and give your savvy clients and prospects a 5-minute snapshot of the last quarter!

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

The mobile-optimized landing page can be quickly digested, leaving your audience informed without overwhelming them with details.

The investor takeaway is designed to highlight your value and can be quickly customized to add your personal spin.

Each Quarterly Financial Briefing campaign 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!



More about this campaign:

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