[NEW] Tax Literacy Quiz - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

02 Mar, 2023 BY Nicolle

Tax Literacy Quiz


The purpose of this campaign is to enlighten clients and prospects about potential gaps in their tax knowledge.

Many people experience knowledge gaps when it comes to key tax issues, like different tax brackets, charitable giving, and tax liabilities.

And that gap can interfere with everyday financial decisions. 

Understanding more about taxes can help people make better decisions before, during, and after tax time, and it could result in better financial performance in the long run.

Help clients and prospects discover what they do and don’t know about taxes with this new Visual Insight 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 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: Tax Literacy Quiz

Type: Visual Insights Newsletter (VIN)

Description: The purpose of this campaign is to enlighten clients and prospects about potential gaps in their tax knowledge

Primary Outcome: To increase engagement and new subscribers

Target Audience: Clients, prospects, and taxpayers

Running Time: 21 days



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