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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] Prospect Engagement | Tax Opportunities

Highlight the benefits of tax planning with this email-based campaign that educates, informs, and engages prospects on your list.

“Will I likely be paying more in taxes in the coming years?”

Help prospects feel confident they can find hidden opportunities in any tax climate with a free 1-on-1 Tax Savings Session with you. 

Emails 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 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
  • 1 appointment confirmation email that confirms the request was received

 

 

Continue reading [NEW] Prospect Engagement | Tax Opportunities

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[NEW] Prospect Engagement Campaign | Women’s Money Blocks

Highlight the benefits of financial empowerment for women with this email-based campaign that educates, informs, and engages prospects on your list.

Connect with women who find talking about their finances daunting 

When it comes to money, many women feel:

  • Afraid to ask “stupid” questions or are not sure what to ask
  • Money is a taboo topic 
  • Overwhelmed by the options and questions

These “money blocks” stop many women from getting the answers they need to feel confident about their finances. 

This new lead qualification campaign for women offers a free 1-on-1, Financial Empowerment Session with you. 

This session will help prospects overcome any money blocks they may have. 

This campaign will help you continue the conversation with prospects and bring them deeper into the awareness funnel. 

Emails position you as the right source for help and offer a free appointment to discuss their financial 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 6 weeks and 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
  • 1 appointment confirmation email that confirms the request was received

Use case: As this campaign is targeted at women we advise that you only send it if you have segmented your list. 

This campaign is specifically designed for Snappy Kraken members using the AdAboost 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

Continue reading [NEW] Prospect Engagement Campaign | Women’s Money Blocks

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[NEW] Prospect Engagement Campaign | Tax Planning

Engage prospects who are interested in Tax Planning before the laws change!

Current tax rules can radically change your prospect’s tax picture right now. 

These rules are set to expire in 2025, but they could change at any time without notice if lawmakers take action. 

This new Tax Planning Prospect Campaign offers prospects a FREE Tax Reduction Opportunity Review from you.

This email-based campaign helps you engage prospects by highlighting the benefits of tax planning. 

If you’ve got fresh leads from the Hidden Tax Opportunities Lead Generation Campaign, this is a perfect follow-up. 

Drive prospects to a personalizable landing page that promotes a free appointment to review their tax strategies. 

This campaign is designed to help you continue the conversation with prospects and brings them deeper into the awareness funnel.

The campaign publishes content over 5 weeks and includes:

  •  5 emails promoting the value of your tax planning advice
  • 1 appointment 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 that confirms the request was received

 

Continue reading [NEW] Prospect Engagement Campaign | Tax Planning

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[NEW] Prospect Engagement Campaign | Medicare Annual Enrollment 2021

Engage prospects who are interested in Medicare Planning! This time-sensitive special edition is updated with timely hooks around Annual Enrollment to boost conversation.

Highlight the benefits of Medicare planning with this email-based campaign that educates, informs, and engages prospects on your list about the importance of analyzing their Medicare plan.

When you’ve got fresh leads from our Annual Enrollment Medicare Lead Generation Campaign, this is a perfect follow-up.

Drive prospects to a personalizable landing page that promotes a free appointment to review their Medicare strategies. Continue reading [NEW] Prospect Engagement Campaign | Medicare Annual Enrollment 2021

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[NEW] Prospect Engagement Campaign | 401(k) Rollover

For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will 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.

 

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | 401(k) Rollover

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[NEW] Prospect Engagement Campaign | 8-Week Prospect Nurturing

Prospects sometimes go cold.

It’s part of this cruel, unforgiving game we call marketing… but they don’t have to stay that way.

We’ve created an 8-week prospect nurturing campaign that’s designed to warm up cold leads, remind them of the value in working with a financial adviser, and land them on your calendar.

The 8 emails are designed to grab the prospect’s attention and get them to take action.

But that’s not all.

If you want them to see that beautiful face of yours, there’s an optional Personal Connection Video designed to run in tandem with the email sequence, which builds an even stronger connection.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | 8-Week Prospect Nurturing

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[NEW] Prospect Engagement Campaign | Personal 401(k) Planning

401(k)s are the cornerstone of retirement savings.

And email is the cornerstone of great marketing.

So we married the two in our latest Prospect Engagement Campaign.

This campaign is targeted at high-earning prospects looking for retirement advice.

A series of emails will get them thinking about their 401(k) with questions like:

  • When should you retire vs. when can you retire?
  • Which investments are optimal at every stage from now until retirement?
  • Which blended tax strategy is right for you?

Driving them to set up a retirement planning session with you.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Personal 401(k) Planning

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[NEW] Prospect Engagement Campaign | Dynamic Lead Follow-Up

We probably sound like a broken record, but email is king when it comes to marketing.

Which is why it’s the cornerstone of our Prospect Engagement Campaigns.

Previously they’ve focused on Estate Planning and Asset-Map.

But this one casts a broader net.

It’s designed to drive brand new leads, no matter where they came from, to book an appointment with you.

8 emails go out to prospects over the course of 29 days, each designed to highlight a pain point and create an emotional reaction that lands them on your calendar.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Dynamic Lead Follow-Up

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[NEW] Prospect Engagement Campaign | Asset-Map

This email-based campaign is an enhancement to our Asset-Map Lead Generation campaign.

It’s designed to be sent to prospects who have opted into the Asset-Map Lead Generation campaign or who you’ve previously emailed about Asset-Map.

The purpose of the campaign is simple: to generate an appointment. A series of emails drives home the benefit of setting up an appointment with you to create an Asset-Map or discuss one that’s already created.

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.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Asset-Map