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[NEW] Millennial/Gen Z Money Moves – Lead Generation Campaign

Do you want to connect with prospects under 45 who want to invest? This campaign is for you.

Investment has changed.

For investors under 45, the landscape is more complex than it was for their parents.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide: Simple Modern Wealth: 3 Key Money Moves To Make Before Age 45.

Inside, prospects will discover:

  • What financial strategies to keep from the last generations and what to chuck
  • When to make simple pivots with the natural chaos of life
  • How to know if cool new financial tech is “fool’s gold” or a “must-explore”

Nurture existing prospects by highlighting modern investment strategies emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by revealing the differences between old and new investment strategies.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their investment questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign if you offer services targeted toward younger investors.

The campaign delivers the following:

  • 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
  • 1 appointment confirmation email
  • Website Widget

Continue reading [NEW] Millennial/Gen Z Money Moves – Lead Generation Campaign

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[NEW] Timely Email: Stagflation Worries

Use this simple email to offer clients and prospects your perspective on stagflation worries and what factors could impact stocks next.

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again.

Is a recession or bear market on the way?

Though it looks like we’re in for a rocky summer, that doesn’t mean it’s time to hit the eject button.

Instead, we make careful shifts, especially in a rising interest rate environment.

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch if you need to make some changes.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

 

Continue reading [NEW] Timely Email: Stagflation Worries

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[NEW] Visual Insights Newsletter – Modern Travel Trends

What would take your next vacation to the next level? What does your ‘dream’ trip look like?

These days, we have more options than ever — and that’s not just when it comes to destinations.

Modern trends in travel are opening up so many new opportunities, giving us novel ways to explore, enjoy, and extend our vacations. That’s created almost limitless opportunities for much richer experiences that can create lifetime memories.

So, what modern travel trends could make your (or your contacts’) next vacation the best one yet?

This VIN will answer that question, sharing some surprising and exciting new trends in modern travel.

Highlighting options for singles, couples, and families, the VIN will explore the flexibility, motivations, and passions behind some of the latest travel trends and how those trends are redefining how we get away, recharge, and benefit from a much deeper enjoyment of our travel experiences.

The key message will center on the connection between travel, experiences, and living a rich, satisfying life.

Acknowledging life’s responsibilities and uncertainties, as well as the mental health benefits of travel, the VIN will position you as a partner and guide who can help folks enjoy a rich, deeply satisfying life, no matter what that looks like for them.

Each Visual Insights Newsletter campaign delivers the following over 21 days:

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

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

Continue reading [NEW] Visual Insights Newsletter – Modern Travel Trends

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[NEW] Timely Email: Another Wild Ride

Use this simple email to offer clients and prospects your perspective on the latest market drop.

Markets bucked and sold off this week on fears about the economy.

Should your clients and prospects be worried?

Not really.

This email covers the following important questions that arise with markets uncertainty:

  • What led to the selloff?
  • Do we need to worry about a “stagflation” scenario?
  • Could we see a bear market or serious correction?

Reassure your clients and prospects that they shouldn’t panic and rush for the exits and remind them that you’ll be in touch you need to make some changes.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: Another Wild Ride

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[NEW] Prospect Engagement | Government Employees

Do you want to connect with government employees who will be retiring? This campaign is for you.

Retirement is an exciting time, but for government employees getting all the paperwork right can be a headache. 

There is so much information they have to go through to make sure they are setting themselves up for retirement success. 

This campaign builds credibility and invites prospects to a have a FREE 1-on-1 Retirement Plan Assessment with you. 

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions.

The campaign publishes content over 6 weeks.

This campaign includes:

  • 5 emails promoting the value of your advice
  • 1 appointment page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website

 

Continue reading [NEW] Prospect Engagement | Government Employees

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[NEW] Timely Email: Recessions & Hidden Beauty

Use this simple email to offer clients and prospects your perspective on stocks, recession fears, and the power of everyday beauty.

Humans are driven to want more, whatever we have now. That’s not a bad thing, but having the power to take a step back and appreciate what is in front of us right now is powerful. Especially in an uncertain world.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients. Continue reading [NEW] Timely Email: Recessions & Hidden Beauty

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[NEW] Roth Conversions – Lead Generation Campaign

Want to connect with high earners who want to save on their taxes? This campaign is for you. 

Taxes are probably a sore spot for most high earners.

The more they make, the more they usually owe.

They work harder and harder every year. Only to end up with a massive tax bill.

It feels like a waste of their hard-earned money to hand over a big chunk to Uncle Sam. 

But there’s some good news!

They don’t have to sit and wonder about hidden tax strategies anymore.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: Explode Your Tax Savings? Discover 3 Commonly Overlooked Opportunities (Before They’re Gone!)

Inside, they’ll uncover:

  • How to use tax bracket “turbochargers”
  • When to exploit their Roth without triggering scary financial disasters
  • What can work against them even if they’re doing all the right things

Nurture existing prospects by highlighting hidden tax-saving strategies, emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by revealing hidden tax-saving strategies for high earners.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offer a free appointment to discuss their tax questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks. 

The campaign delivers the following:

  • 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
  • 1 appointment confirmation email
  • Website Widget

Continue reading [NEW] Roth Conversions – Lead Generation Campaign

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[NEW] AdBoost Tax Leaks Lead Generation Quiz

Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the download follow-up emails to engage with prospects.

Get prospects who are looking to save money on their taxes with a simple quiz.

Many people are paying more tax than they need to without even realizing it. 

Help prospects discover expensive hidden tax leaks and how to turn them into powerful tax savings opportunities with a free quiz titled: Where Are Your Hidden Tax Leaks? 

The quiz reveals five areas where prospects could have tax leaks – these include:

  • Letting tax-deferred savings slip
  • Missing the opportunity to maximize a tax bracket
  • Owning the wrong investments in the wrong places
  • Giving away gifts
  • Being a big tax target in retirement

The answers to the quiz are designed to be “precisely vague” by providing good advice, but opening a loop with critical questions that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. 

The campaign copy builds urgency by highlighting that tax laws change frequently and often without warning, and some of the opportunities to save money can be time-sensitive.  

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel. 

The follow-up emails position you as the right source for help and offer a free appointment to discuss their questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office. 

The campaign delivers the following:

  • 4 ads that point to the quiz landing page
  • 1 landing page offering the quiz 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 to your website
  • 1 appointment confirmation email

Continue reading [NEW] AdBoost Tax Leaks Lead Generation Quiz

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[NEW] Personal Connection Videos | The Power in Uncertainty

Use this simple video to highlight the hidden values in uncertainty and how to cope with it.

It has never been so easy to get started with video marketing.

Just personalize the script, record your video, and add the link to your campaign. Our automated platform does the rest.

This new personal connection video campaign will provide your clients and prospects with a positive lens to view uncertainty through.

Humans are wired to prefer predictability and certainty. And firms, traders, and other market players rely on predictable forecasts and models.

So when something big happens, that throws the future in doubt as it makes their predictions and models inaccurate. This can make people freak out.

But uncertainty is a part of life, and there are ways we can work through it, as this personal connection campaign highlights.

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.

IMPORTANT! FINRA has not reviewed this campaign. To get timely campaigns into your hands as quickly as possible, we do not submit them for FINRA review.

Continue reading [NEW] Personal Connection Videos | The Power in Uncertainty

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[NEW] Q1 2022 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 clients and prospects 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.

This campaign provides content over 21 days.

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!

 

Continue reading [NEW] Q1 2022 Quarterly Financial Update