Category: Prospect Engagement

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.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Estate Planning

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