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[NEW] Single-Topic Email | Labor Market Tumult

America is going through a pretty major reconfiguration of the labor market.

You can use this simple email to offer clients and prospects your perspective on the labor market upheaval.

The pandemic threw so many assumptions out of the window. It caused us to think long and hard about a lot of things.

Where we work. How we work. What work means. What we want out of life.

That existential crisis is visible on the supply side of the labor market and on the demand side as well.

This email answers profound questions such as:

Are workers who don’t want to take low-paying, high burnout jobs lazy?

What does the labor market upheaval mean for the economy?

This timely email helps you reassure, educate, and build stronger connections with your clients during these uncertain times.

Lastly, it invites them to  reach out if they have questions, concerns or would like to discuss this with you.

Continue reading [NEW] Single-Topic Email | Labor Market Tumult

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[NEW] Lead Generation Campaign | Sudden Wealth (Windfalls & Inheritances)

Do you want to connect with prospects who have received a windfall or inheritance? This campaign is for you.

Receiving a large sum of money all at once (like an inheritance, lottery winnings, lawsuit, insurance payout, etc.) opens up a significant opportunity to change the course of someone’s financial life. 

But for many people, it opens up financial risks that can make their dreams go up in a puff of smoke. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: 

Coming Into Money? 2 Crippling Risks and 3 Things You MUST Know

The campaign publishes content over 4 weeks and includes:

  • 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
  • Website Widget

 

Continue reading [NEW] Lead Generation Campaign | Sudden Wealth (Windfalls & Inheritances)

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[NEW] Personal Connection Video | Tax Law Surprise

Congress recently released a blueprint of the tax changes they plan to make. 

But unless your prospects and clients are fluent in tax codes, these changes will probably sound foreign to them.

This video can help you break down the revisions in terms they will understand.

We’ve written the script – you just need to make it yours!

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.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

 

Continue reading [NEW] Personal Connection Video | Tax Law Surprise

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[NEW] Prospect Engagement Campaign | Medicare Annual Enrollment 2021

Engage prospects who are interested in Medicare Planning! This time-sensitive special edition is updated with timely hooks around Annual Enrollment to boost conversation.

Highlight the benefits of Medicare planning with this email-based campaign that educates, informs, and engages prospects on your list about the importance of analyzing their Medicare plan.

When you’ve got fresh leads from our Annual Enrollment Medicare Lead Generation Campaign, this is a perfect follow-up.

Drive prospects to a personalizable landing page that promotes a free appointment to review their Medicare strategies. Continue reading [NEW] Prospect Engagement Campaign | Medicare Annual Enrollment 2021

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[NEW] Social Prospecting Campaign | Medicare Annual Enrollment 2021

It’s that time of year again!

Get appointments from pre-retirees and retirees who need advice about their Medicare planning with this social-only campaign.

The free Medicare Optimization Session will allow you to help your prospects in three areas: 

  • Determine when and how they need to enroll to avoid penalties and surprise expenses
  • Already enrolled? Assess whether they could save money with a different plan
  • Find out if they need Medigap coverage (or if it’s a waste of money)

IMPORTANT: We’ve created a real-time personalization playbook showing our members exactly how to customize the social posts and emails in this campaign to make them timely and improve engagement. This playbook is regularly updated with new customization ideas.

 

More about this campaign:

Continue reading [NEW] Social Prospecting Campaign | Medicare Annual Enrollment 2021

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Carl Richards Breaks Through Complexity with Elegant Simplicity

The KISS method (Keep It Simple Stupid) is used and often celebrated across industries.

Your audience cares about what your product or service can do for them and how it can change their lives.

The simpler the explanation, and the faster they can grasp it, the better. 

Carl Richards is a Certified Financial Planner™, creator of the “Sketch Guy” column, appearing weekly in The New York Times since 2010, author of “The Behavior Gap.”

Carl is widely known for simplifying the complex subject of finance by creating easy-to-understand sketches.

In this episode, we chat about how to navigate emotional situations productively, eliminating distractions that leave audiences empty, and how elegant simplicity can change not only your life but the life of your clients.

Continue reading Carl Richards Breaks Through Complexity with Elegant Simplicity

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[NEW] Market Update Campaign | Q3 2021 Financial Update

Look like the pro you are and give your savvy clients and prospects a 5-minute snapshot of the last quarter!

This quarterly campaign is designed to build your credibility by providing a bite-sized overview of the previous quarter’s key market and economic data.

The mobile-optimized landing page can be quickly digested, leaving your audience informed without overwhelming them with details.

The investor takeaway is designed to highlight your value and can be quickly customized to add your personal spin.

Each Quarterly Financial Briefing campaign delivers the following:

  • Landing Page With Email Capture Form
  • 2 Promotional Emails
  • 1 Opt-In Confirmation Email
  • 4 Social Media Posts

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

 

 

More about this campaign:

Continue reading [NEW] Market Update Campaign | Q3 2021 Financial Update

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[NEW] Single-Topic Email | Latest on Taxes

Capitol Hill is producing more drama than Hollywood.

We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels.

This timely email helps you reassure, educate, and build stronger connections with your clients during these uncertain times.

Use the simple message to offer clients and prospects your perspective on the current tax debate.

(It also talks about folks paddling up to Senators’ party boats to discuss tax reform 😂 ) Continue reading [NEW] Single-Topic Email | Latest on Taxes

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[NEW] Visual Insights Newsletter | Now and Future Costs

By 2030, everything from food, housing, and gas to health care, childcare, and education is simply going to cost more.

And that shouldn’t catch your clients off-guard.

This Visual Insights Newsletter highlights the complexity of inflation and will get folks thinking about their financial goals and the future.

But what exactly is a Visual Insights Newsletter?

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 infographics, 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:

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

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

Continue reading [NEW] Visual Insights Newsletter | Now and Future Costs

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[NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

Do you want to connect with prospects who need Medicare planning help? 

This campaign is for you.

Health care is likely to be the biggest unknown expense that people face in retirement.

Fortunately, Medicare is there to help people manage these costs. But only if they make the right choices at the right time.

Cut through the noise and attract fresh prospects with a campaign that offers the free guide: 

The Simple 3-Step Medicare Guide:
When, Why, and How to Choose a Plan That’s Right for You

Continue reading [NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)