Educate clients and prospects about how what influences their thinking can impact how they invest.
The way we think about money can inform how we invest.
Everything we experience shapes our beliefs, behaviors––our reality. And it creates a personal bias.
If that personal bias is how we favor or judge decisions, then those judgments can be exploited if incorrect.
And during an investor’s next financial decision, these biases can affect even the tiniest details.
Educate clients and prospects about the 5 behavioral biases that can misguide their money moves in this new Visual Insights Newsletter.
This campaign provides content over 21 days.
The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.
Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.
To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them — quickly. It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.
This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!
Each Visual Insights Newsletter campaign delivers the following:
Personalize this campaign to educate, entertain, and inspire your clients & prospects today!
Title: 5 Common Behavioral Biases
Type: Visual Insights Newsletter (VIN)
Description: Educate clients and prospects about how what influences their thinking can impact how they invest
Primary Outcome: To increase engagement and new subscribers
Target Audience: Clients and prospects
Running Time: 21 days
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