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