Category: Prospect Engagement

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

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.

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

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

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

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.

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

The SECURE Act blew a hole through several common estate planning tools.

A change that has left many of your HNW prospects needing some serious review of their current plans.

When there is a lot to consider and review, it’s easy to be indecisive.

Indecision leads to inaction.

Not with this campaign!

It will help you light a fire under your prospects and help them be more decisive.

Coach prospects and get them through the door to have their wills, trusts, and estate strategies reviewed in light of the SECURE Act and TCJA.

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Continue reading [NEW] Prospect Engagement Campaign | Estate Planning