Category: Lead Generation

How many times have your clients told you their finances were just too complicated to understand? 

Or that, even with all of their statements piled together, their overall financial “big picture” was still unclear?

They’re not looking for another 80-page report. 

They want something simple, like a high-level map that lays everything out on one page.

Our new lead generation campaign encourages your clients and prospects to sign up to create an Asset-Map to use as a financial “GPS” that shows them exactly where their finances are — and where they might be heading. 

This campaign is part of an exclusive collaboration with Asset-Map, a subscription service that lets you give clients a simple, one-page snapshot of their finances. 

Learn more about Asset-Map here.

Continue reading [NEW] Lead Gen Campaign | Asset-Map

Most parents want the best for their children, and often that includes a college education. But even high-net-worth parents can struggle with planning for college expenses, especially if they’re also saving for their own retirement or assisting their own parents as well.

Give this target market a compelling decision-making tool that opens the door to conversations about college planning: Propel Your Child Toward Boundless Opportunities: 3 Strategies to Start Right Now.

Featuring 32 “must-ask” questions, this guide provides 3 strategies that parents can implement right away to plan for their child’s future — no matter when they start saving.

 

More about this campaign:

Continue reading [NEW] Lead Gen Campaign | College Opportunity

While most folks have a target age in mind for retirement, sometimes external factors can prompt us to consider retiring earlier. And often, we don’t have much time to make the decision. This may be the result of layoffs or buyout packages, a change in life circumstances, or even simply a desire for change.

With this lead generation campaign, you can help prospects tackle unexpected retirement decisions and position yourself as a source of reassurance, advice, and necessary help.

More about this campaign:

Continue reading [NEW] Lead Gen Campaign | Early Retirement Time Bomb

Tax season is just around the corner! Between the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and COVID-19 rescue acts, leveraging tax opportunities could be more challenging than ever.

Reach out to existing clients and prospects with our new lead generation campaign, 2021 Tax Opportunities, which highlights some of the key tax differences for this year — and 6 actions your readers can take now to potentially save money in the years to come.

The campaign explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from a financial professional.

Continue reading [NEW] Lead Gen Campaign | 2021 Tax Opportunities

Most retirees will eventually need some form of long-term care (LTC) as they age. But most of them don’t have a solid plan for funding it. 

With this campaign, you can give your prospects a tool to help them think about the questions they should be asking now about their future LTC needs. This opens the door for LTC planning conversations, with you positioned as the expert to guide them through their next steps.

Continue reading [NEW] Lead Gen Campaign | The Sensitive Truth About Aging

Does your business have a niche? One huge market to consider is business 401(k) advice. Most companies offer a 401(k) plan to employees, but decision-makers rarely have a firm grasp on available plan choices, compliance, and — significantly — the consequences of potential mistakes.

Our latest lead-generation campaign, The Ugly Truth About Managing Your Company’s 401(k), explores threats and opportunities for plan managers to consider while highlighting the benefits of consulting with a financial adviser.

Continue reading [NEW] Lead Gen Campaign | The Ugly Truth About Managing Your Company’s 401(k)

As we enter the final weeks of 2020, there are few certainties. But it’s safe to assume that tax laws will continue to change. 

In the last few years the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and even COVID-19 provisions have changed the rules. They each present opportunities to save on taxes, but those opportunities aren’t always obvious — and they’re time-sensitive.

Our new lead generation campaign, 2020 EOY Tax Opportunities, explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from an adviser.  
Continue reading [NEW] Lead Gen Campaign | 2020 EOY Tax Opportunities

Folks retiring today are facing turbulent times.

Between the global pandemic and presidential elections, it can feel like markets can shift on a dime.

That uncertainty breeds fear.

And that fear leaves prospects looking for guidance.

Our new Lead Generation Campaign, Retirement Income Teeter-Totter, helps put prospects’ minds at ease while positioning the financial adviser as the expert they need. Continue reading [NEW] Lead Gen Campaign | Retirement Income Teeter-Totter