2 min read

The Future Isn’t Coming. It’s Already Talking.

What 37 Advisors Taught Us About the Future of AI in Marketing Most AI trend reports are just that—trends. Speculation. Headlines pulled from...

1 min read

[NEW] Individual Stock Risk: What the Research Shows - Timely Email

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking. It reveals just how rare the big...

2 min read

[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

This campaign is all about simplifying something that’s anythingbutsimple: the “One Big Beautiful Bill Act.” The main piece is a short video that...

2 min read

[NEW] What the New Tax Bill Could Mean for You - Timely Email

This email gives clients and prospects a calm, clear-eyed look at how a massive new tax law could impact their finances—and positions you as the...

2 min read

[NEW] Q2 2025 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Worried About Buying at the Top? - Timely Email

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs. The message reinforces...

1 min read

[NEW] Connecting with the Next Generation - Email Communication

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...

1 min read

[NEW] From Policy to Portfolio: How Tariffs Take a Toll - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

This campaign demystifies tariffs and connects them directly to consumers' lives, showing how a single policy shift can ripple through supply chains,...

2 min read

Q2 Recap: Fueling Organic Growth with the Power of Brand, Technology, and Connection

Over the last few months our focus was: help financial advisors grow—organically, sustainably, and smartly. We didn’t just talk about marketing. We...

4 min read

What Financial Advisors Can Learn from Four Leading Lead Gen Experts: Insights from Robert Sofia's Panel Session at Jolt!

In the ever-evolving world of financial advisory marketing, lead generation remains one of the most persistent—and perplexing—challenges. Advisors...