The purpose of this marketing campaign for financial advisors is to educate clients and prospects about passing on their financial knowledge.
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 financial content. It’s our most versatile marketing campaign for financial advisors!
Each Visual Insights Newsletter campaign delivers the following:
- Landing Page With Email Capture Form
- Promotional Emails
- Confirmation Email
- Follow-Up Email
- Social Media Posts
More about this campaign:
Title: Money Wisdom
Type: Visual Insights Newsletter (VIN)
Description: The purpose of this marketing campaign for financial advisors is to educate clients and prospects about passing on their financial knowledge
Primary Outcome: To increase engagement and new subscribers
Target Audience: Clients, families, and prospects
Running Time: 21 days
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