May 13, 2022 • By Nicolle

[NEW] Millennial/Gen Z Money Moves – Lead Generation Campaign

Do you want to connect with prospects under 45 who want to invest? This campaign is for you.

Investment has changed.

For investors under 45, the landscape is more complex than it was for their parents.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide: Simple Modern Wealth: 3 Key Money Moves To Make Before Age 45.

Inside, prospects will discover:

What financial strategies to keep from the last generations and what to chuck
When to make simple pivots with the natural chaos of life
How to know if cool new financial tech is “fool’s gold” or a “must-explore”

Nurture existing prospects by highlighting modern investment strategies emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by revealing the differences between old and new investment strategies.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their investment questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign if you offer services targeted toward younger investors.

The campaign delivers the following:

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

May 13, 2022 • By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Timely Email: Stagflation Worries

Use this simple email to offer clients and prospects your perspective on stagflation worries and what factors could impact stocks next.

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again.

Is a recession or bear market on the way?

Though it looks like we’re in for a rocky summer, that doesn’t mean it’s time to hit the eject button.

Instead, we make careful shifts, especially in a rising interest rate environment.

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch if you need to make some changes.

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

May 12, 2022 • By Nicolle

Marketing Strategies & Tactics, Podcast

5 Strategies to Understand and Connect with your Target Audience Better.

What if I told you that telepathy is no longer just for magicians and psychics but for financial advisers like you.

Would you believe me?

I’m here to tell you that “mind-reading” is a teachable skill.

No, we can’t literally read minds, but what we can do is read people to understand their emotions, desires, and needs.

It boils down to one thing, empathy.

You are making yourself vulnerable, putting yourself in their shoes, and asking the right questions.

That empathy leads to deeper connection advisers crave because your audience feels like you understand them.

As if you’re reading their mind.

Your clients and prospects are desperately looking for someone who understands them.

A good communication strategy depends heavily on how well you can connect with them.

Here are 5 Strategies to Understand and Connect with your Target Audience Better.
Read more

Tags: marketing, Podcast, target audience

May 9, 2022 • By Nicolle

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter – Modern Travel Trends

What would take your next vacation to the next level? What does your ‘dream’ trip look like?

These days, we have more options than ever — and that’s not just when it comes to destinations.

Modern trends in travel are opening up so many new opportunities, giving us novel ways to explore, enjoy, and extend our vacations. That’s created almost limitless opportunities for much richer experiences that can create lifetime memories.

So, what modern travel trends could make your (or your contacts’) next vacation the best one yet?

This VIN will answer that question, sharing some surprising and exciting new trends in modern travel.

Highlighting options for singles, couples, and families, the VIN will explore the flexibility, motivations, and passions behind some of the latest travel trends and how those trends are redefining how we get away, recharge, and benefit from a much deeper enjoyment of our travel experiences.

The key message will center on the connection between travel, experiences, and living a rich, satisfying life.

Acknowledging life’s responsibilities and uncertainties, as well as the mental health benefits of travel, the VIN will position you as a partner and guide who can help folks enjoy a rich, deeply satisfying life, no matter what that looks like for them.

Each Visual Insights Newsletter campaign delivers the following over 21 days:

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

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

May 5, 2022 • By Nicolle

Announcement

[NEWS] The 2022 Jolt! Awards Winners

The 2022 Jolt! Awards have just been announced – and this year’s winners are truly raising the bar.

Read on to learn about our top ten winners, what they’ve accomplished, and why they’ve been chosen as top-tier marketers in the finance industry.

What are the Jolt! Awards?

The Jolt! Award is an annual honor that recognizes the best marketing campaigns, branding, or other PR initiatives in the financial advisor or advisor-tech space. These are the campaigns that are fresh, unique, effective, and genuinely jolting.

The vision behind this award is to encourage continuous elevation in the quality of marketing by recognizing a higher standard for all of us to strive toward. At the heart of it all, we’re looking to recognize the best of the best, and to raise the bar in the process. That’s why a Jolt! Award can be given to either individuals or companies – there’s no cap on creativity and innovation.

The best part? The Jolt! Awards have no room for politics or self-nominations. Winners are selected by a top-secret committee of industry thought leaders. You can’t buy a win, and there are no sponsors. And because we don’t believe in limiting greatness, the number of awards is determined only by the number of awesome acts of marketing in our industry.

Presenting the 2022 Jolt! Award Winners

May 4, 2022 • By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Timely Email: Another Wild Ride

Use this simple email to offer clients and prospects your perspective on the latest market drop.

Markets bucked and sold off this week on fears about the economy.

Should your clients and prospects be worried?

Not really.

This email covers the following important questions that arise with markets uncertainty:

What led to the selloff?
Do we need to worry about a “stagflation” scenario?
Could we see a bear market or serious correction?

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch you need to make some changes.

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

May 3, 2022 • By Angel

Announcement

[NEWS] Snappy Kraken Acquires Advisor Websites

ORMOND BEACH, FLORIDA – May 3, 2022 – Snappy Kraken, the award-winning MarTech firm serving financial advisors, today announced it has acquired industry website builder and existing integration partner Advisor Websites – creating a holistic solution for websites, branding and digital marketing.

“Advisors know that having a website is necessary, but very few actually benefit from what a great website can do. This is because most advisor websites are bland, undifferentiated, and disconnected from a holistic marketing strategy,” Snappy Kraken’s Chief Executive Officer Robert Sofia said. “With this acquisition of Advisor Websites, we intend to introduce the industry to what a truly unique, personalized, and strategic website can accomplish. It’s time for advisors to stop viewing their website as a mere table stakes requirement and to start viewing it as the business growth engine it has the potential to become.”

Apr 27, 2022 • By Nicolle

Campaign Releases, Prospect Engagement

[NEW] Prospect Engagement | Government Employees

Do you want to connect with government employees who will be retiring? This campaign is for you.

Retirement is an exciting time, but for government employees getting all the paperwork right can be a headache.

There is so much information they have to go through to make sure they are setting themselves up for retirement success.

This campaign builds credibility and invites prospects to a have a FREE 1-on-1 Retirement Plan Assessment with you.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions.

The campaign publishes content over 6 weeks.

This campaign includes:

5 emails promoting the value of your advice
1 appointment page where motivated leads can request a free chat with you
1 appointment confirmation page that points leads to your website

Apr 25, 2022 • By Nicolle

Single-Topic Emails

[NEW] Timely Email: Recessions & Hidden Beauty

Use this simple email to offer clients and prospects your perspective on stocks, recession fears, and the power of everyday beauty.

Humans are driven to want more, whatever we have now. That’s not a bad thing, but having the power to take a step back and appreciate what is in front of us right now is powerful. Especially in an uncertain world.

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

Apr 20, 2022 • By Sydney

Marketing Strategies & Tactics

Maximizing ROI Of Social Ads For Financial Advisers

Social ads aren’t meant to get you instant clients.

In the same way that you don’t buy everything you see on social media, your target audience won’t sign a contract with every financial adviser who has an eye-catching ad.

Social ads are meant to grab attention, build brand awareness, and plant that seed that might someday bloom into a beautiful, loyal client.

Effective social ads can get prospects halfway through our Cold to Gold Framework—from getting noticed to building credibility.

Our Cold to Gold Framework has six steps: get noticed, earn contacts, build credibility, start conversations, win clients, and deepen relationships.

The most successful advisers turn those leads into loyal clients by following up, starting conversations, and genuinely building trust and relationships.
Read more