Nov 19, 2020 By Tyler


Moving Prospects from “Cold to Gold”

There are 2 big categories when it comes to getting marketing done:

  • You have the exhausting way
  • You have the deliberate way

We get it!

Nobody wants to do it the exhausting way. It just happens.

You’ve got a lot going on: regular business operations, serving clients, and…just life in general.

Between everything that needs your attention, it can be easy for marketing to take a backseat…

…until the pressure comes on to “pick up marketing again.”

That’s when it happens–the random acts of marketing.

The spray and pray marketing.

In other words, the exhausting way.

It’s not a fun cycle.

It definitely soaks up a lot of time. And it can eat up a lot of money.

Even with all the grit and determination, you may not even experience the results you hoped for.

If this sounds like you, check out the presentation below. Read more

Nov 18, 2020 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Thankful

This year has been… rough.

But it’s during the darkest times that light shines the brightest.

Be that light for your clients and prospects by showing them all that you’re grateful for, and encouraging them to do the same.

That’s what our latest Timely Email is designed to help you do.

Featured image from the “Thankful” Single-Topic Email

More about this campaign:

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Nov 17, 2020 By Tyler

Behind the Campaign, Communication

Behind the Campaign: High-Engagement Emails

We love building automated, multi-channel marketing campaigns for Financial Advisers…especially campaigns that publish content for several weeks or months automatically. It saves our members a lot of time!

In fact, that’s what our company was built on.

But 4-week campaigns and evergreen content aren’t marketing silver bullets.

Part of being a great marketer, and a great adviser, is being able to show prospects and clients how current events impact them personally and financially.

And that’s why our timely emails have some of the highest open-rates for our members.

Being able to put a prospect’s mind at ease about a recent market swing, or help a client keep their head when Congress passes another sweeping tax reform, can be the turning point from prospect to client, or client to raving fan.

Read more

Nov 16, 2020 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | 2020 EOY Tax Opportunities

As we enter the final weeks of 2020, there are few certainties. But it’s safe to assume that tax laws will continue to change. 

In the last few years the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and even COVID-19 provisions have changed the rules. They each present opportunities to save on taxes, but those opportunities aren’t always obvious — and they’re time-sensitive.

Our new lead generation campaign, 2020 EOY Tax Opportunities, explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from an adviser.  
Read more

Nov 10, 2020 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Post-Election Relief

Finally. We can put down our phones and stop checking for election updates every 20 minutes.

Now that the longest seven days you can remember are over, what comes next?

That’s what our latest timely email talks about.

It looks toward the future while referencing how markets have performed under different combinations of governmental party control in the past.

More about this campaign:

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Nov 6, 2020 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Learning from Adversity

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.

Each Personal Connection Video focuses on a specific topic. 

You’ll never worry about hitting a creative block because each one comes with a prepared video script, a landing page to embed your video, a promo email, and coordinated social media posts. 

Previous topics include: 

  • Election season
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • Building resiliency
  • And more!

Read more

Nov 2, 2020 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Market Corrections 2020

2020 has been a financial roller-coaster.

Markets have defied odds one week, only to see overcorrections the next, leaving investors baffled.

That’s why we focused our latest Visual Insights Newsletter (VIN) on this year’s market corrections.

With eye-catching graphics, timely messaging, and researched-backed content, this not-your-average-newsletter is designed to intrigue clients and prospects alike.

Keep reading to learn more about this campaign and why it applies to both prospects and clients. Read more

Oct 26, 2020 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Good Things in 2020

2020 has been a beast unlike any we’ve seen in our lifetimes, but that doesn’t mean it’s been all bad.

From developing deeper connections with those around you, to building new work methods, there are still things to be thankful for from 2020.

This timely email is designed to bring that to mind for your clients and prospects while initiating a conversation about the topic.

More about this campaign:

Read more

Oct 15, 2020 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Retirement Income Teeter-Totter

Folks retiring today are facing turbulent times.

Between the global pandemic and presidential elections, it can feel like markets can shift on a dime.

That uncertainty breeds fear.

And that fear leaves prospects looking for guidance.

Our new Lead Generation Campaign, Retirement Income Teeter-Totter, helps put prospects’ minds at ease while positioning the financial adviser as the expert they need. Read more

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