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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] 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] Lead Generation Campaign – Investing With Volatility

Attract fresh prospects by offering a compelling tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads.

Connect with investors who are worried about market volatility 

There are significant (and interesting) opportunities hiding inside every market wave. 

Unfortunately, many investors panic when the market starts to fluctuate, and that’s when they can lose a lot of money. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled:

Market Crashes and Sudden Swells: 3 Ways to Surf the Waves And Not Drown.

Inside, they’ll discover:

  • How to turn panic into excitement when the markets drop
  • When “do nothing” is the best strategy and when it becomes dangerous
  • How to harness hidden opportunities AND find comfort – at the same time

This campaign will nurture prospects by making them feel much more confident navigating market crashes and “swells”, which will build your trust and authority. 

The lead magnet is designed to be “precisely vague”. It provides good advice but asks 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. 

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

Follow-up emails position you as the right source for help and offer 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 investment management services and are comfortable talking about strategies for volatile markets and downturns

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] Lead Generation Campaign – Investing With Volatility

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[NEW] Lead Generation Campaign – Tax-Saving Opportunities

Connect with HNW prospects looking to leverage every opportunity hiding in the current tax environment.

Tax laws feel like stepping into quicksand lately.

Especially for high earners or those who have accumulated a significant nest egg. 

Each change can make people feel like their tax-savings strategy is in jeopardy.

It may sound all doom and gloom, but it’s possible to help people find tax-savings opportunities hiding inside their current strategy and every new tax law update. 

This new lead generation campaign offers prospects a free guide titled:

Your Tax-Savings Opportunities – Threatened? Depends On What You Do Now

It will help them discover what they can do now to navigate the uncertainty. 

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

The campaign copy builds urgency by drawing attention to the importance of an exit strategy, especially if that exit is 2 to 5 years away.  

Also, It will help you stand out in a noisy market and attract new leads looking for help to exit their businesses successfully.

Plus, you can continue the conversation with current prospects, bringing them deeper into the awareness funnel.

 The follow-up emails position you as the right source for help.

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 and includes:

  • 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] Lead Generation Campaign – Tax-Saving Opportunities

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[NEW] Lead Generation Quiz – AdBoost Financial Opportunities

Attract prospects who are looking to maximize their financial position with a simple quiz.

The last few years have been full of uncertainty and chaos, which has made some folks put off making smart financial planning moves.

Help bring prospects back to actively planning for the future with a campaign that offers a free and personalized action plan with a simple quiz titled: Spot Your Missing Opportunity.

Prospects answer 7 quick questions to find out what personal opportunities are hiding in plain sight.

These opportunities include:

  • Retirement planning
  • Lower Taxes
  • Business Funding or Exit
  • Maximizing Income
  • Building Savings

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 some of the actions in a person’s plan may require urgent action.

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 and delivers: 

  • 8 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

Title: AdBoost Lead Qualification Quiz

Continue reading [NEW] Lead Generation Quiz – AdBoost Financial Opportunities

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[NEW] Lead Generation – Estate Planning

Do you want to connect with people who need to create or review their estate planning?  This campaign is for you.

Massive changes introduced by recent laws have made many estate strategies outdated.

People who haven’t created or reviewed their estate plans in light of these new rules are at risk.

This new lead generation campaign encourages prospects to reach out to you to discuss their estate planning by providing a free guide. 

Inside they’ll find: 

  • The changes quietly caused by new rules
  • A “domino effect” caused by changes to taxes, trusts, gifting limits, and more
  • How their spouse and heirs could have been negatively impacted if their plan hasn’t been updated to reflect these new laws

The lead magnet is designed to be “precisely vague”. It provides good advice but opens a loop with critical questions that the prospect must work with you to resolve.

Attract fresh prospects by offering a compelling tool through a campaign that includes: 

  • A lead capture landing page
  • prospecting emails
  • social media posts
  • optional Facebook ads

Continue reading [NEW] Lead Generation – Estate Planning

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[NEW] Lead Generation Campaign – Government Retirement Firehose

Do you want to connect with government employees who need help planning for their retirement? This campaign is for you.

Retirement plan administrators bombard government employees with financial paperwork leading up to retirement.

This new lead generation campaign will help you to attract government employees with a free guide.

The guide highlights the most critical information required for their retirement planning and is titled: Choking on Retirement Information Overload? Get Bite-Sized Answers

In the guide, prospects will:

  • Discover a 30-thousand foot view of what they really have
  • Get clarity on what they could be missing in the fine print
  • Have visibility of the potential ripple effect of each decision they make 

The campaign publishes content over 4 weeks.

This will help you stand out in a noisy market and attract new leads looking for help to exit their businesses successfully.

Use it to target government employees looking to retire. It can be sent to an email list or used in your social media presence.

Deliverables:

  • 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] Lead Generation Campaign – Government Retirement Firehose

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[NEW] Lead Generation – AdBoost Lead Qualification Quiz

Qualify the opt-ins you receive from your lead generation campaigns with a simple quiz that asks for their investable assets and timeline for advice.

Do you want to turn new opt-ins into qualified leads? This campaign is for you.

 This campaign is specifically designed for Snappy Kraken members using the AdBoost Online Advertising Program, 

If you’re interested in finding out more about adding to your list of contacts through done-for-you Facebook advertising, click here

This new lead qualification campaign provides you with a simple quiz that you can send to prospects.

The quiz asks 4 simple questions:

  1. How much do you have to invest? 
  2. Are you working with an advisor now? 
  3. Would you like personalized advice within the next 48 hours?
  4. What’s your top financial goal right now? 

It will help you help people discover and take action on the opportunities in their financial life.

It also invites prospects to a free, no obligation meeting with you to discuss their situation. 

The campaign publishes content over 4 weeks and delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 1 landing page offering the lead qualification quiz
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website or calendar booking link
  • 1 appointment confirmation email
  • Website Widget

 Use this campaign to send to prospects who have recently opted into a lead-gen campaign.

 

Continue reading [NEW] Lead Generation – AdBoost Lead Qualification Quiz

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[NEW] Lead Generation Campaign – ESG Purposeful Investing

Attract values-driven prospects who want to make ethical investments .

Many purpose-driven investors are starting to wonder how to make a meaningful impact without sacrificing their wealth-building strategy.

Cut through the noise and attract fresh prospects by helping them get answers to their ethical investing questions with a free guide titled: 

How to Build Wealth With Heart, Integrity, and Purpose

Inside the guide, they’ll learn how to:

  • Easily transform your current plan into a purpose-driven strategy
  • Make a meaningful impact while building wealth
  • Find investments that align with your ethics, values, and beliefs

The campaign runs for 4 weeks and 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

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

Consider personalizing the download follow-up emails to engage with prospects.

 

Continue reading [NEW] Lead Generation Campaign – ESG Purposeful Investing

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[NEW] Lead Generation Campaign | Hidden Tax Opportunities (That Are Likely to Expire)

Do you want to connect with prospects who want to take advantage of the current tax laws before they expire? This campaign is for you.

The current tax rules could radically change people’s financial picture. 

Some of these rules are set to expire in 2025, but they could change at any time without notice. 

For some people, these existing tax rules could permanently lower the taxes they’ll pay for LIFE.

This lead generation campaign highlights the urgency of leveraging current tax opportunities before they disappear. 

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

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

 The campaign runs for 4 weeks and 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

 

Continue reading [NEW] Lead Generation Campaign | Hidden Tax Opportunities (That Are Likely to Expire)