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Behind the Campaign: High-Engagement Emails

We love building automated, multi-channel marketing campaigns for Financial Advisers…especially campaigns that publish content for several weeks or months automatically. It saves our members a lot of time!

In fact, that’s what our company was built on.

But 4-week campaigns and evergreen content aren’t marketing silver bullets.

Part of being a great marketer, and a great adviser, is being able to show prospects and clients how current events impact them personally and financially.

And that’s why our timely emails have some of the highest open-rates for our members.

Being able to put a prospect’s mind at ease about a recent market swing, or help a client keep their head when Congress passes another sweeping tax reform, can be the turning point from prospect to client, or client to raving fan.

Continue reading Behind the Campaign: High-Engagement Emails

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Behind the Campaign: Retirement Income Teeter-Totter

If you’re going to get attention with your marketing, you’ve got to think creatively.

But, creativity is a loaded word.

Most people think that flexing your creative muscle is about creating something new.

It’s not.

It’s about connecting and positioning existing ideas in interesting new ways. Continue reading Behind the Campaign: Retirement Income Teeter-Totter

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Behind the Campaign: Retiring in Uncertain Times

“Strategy is about making choices, trade-offs; it’s about deliberately choosing to be different.” — Michael Porter

If strategy is mostly about choices, then you can’t look at a marketing campaign and “see” strategy.

You only see the effects of a strategy.

We believe marketing teams should be public about their decision-making processes.

It would go a long way in the financial industry.

It would help others understand the strategy and the thousands of micro-decisions made along the way.

Announcing: Behind The Campaign

This is a new series, presented by Snappy Kraken, where we’ll pull in experts from our team and have them walk through the thinking and methodologies behind our financial adviser campaigns.

You’ll get to see strategy taking place.

We already research and share performance results in our yearly State of Digital and Half-Time reports (tens of thousands of campaigns launched!).

We’ve shared the metrics.

Now it’s time to share the METHODS. Continue reading Behind the Campaign: Retiring in Uncertain Times