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.


Learn more about the psychology and design that went into Retirement Income Teeter-Totter from our latest episode of Behind the Campaign right here.

More about this campaign:

Title: Retirement Income Teeter-Totter

Type: Lead Generation Campaign

Description: Nurture existing prospects by highlighting the dangers of leaving retirement income at risk of market vagaries or waiting too late to enroll; and 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.

Target Audience: HNW investors within 5 years before or in retirement.

Primary Outcome/Action: Email opt-in by downloading lead magnet.

Secondary Outcome/Actions: Asking a question, requesting an appointment, sharing, forwarding email, etc.

Running Time: 4 weeks.

lead generation campaign diagram
This isn’t just one piece of content – it’s several. This is a brief diagram that shows the different pieces that are coordinated and published when you launch a Lead Generation Campaign.


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