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[NEW] Visual Insights Newsletter | Financial Spring Cleaning

Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we think about cleaning and decluttering.

Lean into your clients’ and prospects’ seasonal “Spring cleaning” urges with this Visual Insights Newsletter, which takes a topic that could be dull or overwhelming — financial decluttering — and breathes fresh air into it by breaking it into 7 simple, actionable steps.

These 7 steps not only clear the financial clutter, they can help readers save money and clarify their long-term goals. Plus, the customizable Financial Lesson lets you add your own spin to make an authentic connection with your readers.

Continue reading [NEW] Visual Insights Newsletter | Financial Spring Cleaning

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[NEW] Visual Insights Newsletter | Setting Goals in Uncertain Times

Remember that laundry list of things you wanted to do and learn when stay-at-home orders were first put in place?

Is that list still full?

We get it, setting goals in the middle of a pandemic can be… tough.

But it’s not impossible.

And that’s what we built our most recent Visual Insights Newsletter about.

Keep scrolling to learn how you can catch prospects’ attention and help them plan for the new year with our latest VIN.

Continue reading [NEW] Visual Insights Newsletter | Setting Goals in Uncertain Times

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[NEW] Visual Insights Newsletter | 2020 Lessons Learned

Well… we’ve made it to December!

A global pandemic, a contentious election season, and regular market shockwaves have left us all a bit weary.

And while we may not know what 2021 will bring, there’s certainly plenty we can learn from this past year.

That’s the focus of our final Visual Insights Newsletter of 2020.

With attention-grabbing graphics, research-backed information, and timely messaging, this isn’t your run-of-the-mill newsletter.

Keep scrolling to learn more about how to excite both clients and prospects with this latest campaign release. Continue reading [NEW] Visual Insights Newsletter | 2020 Lessons Learned

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[NEW] Visual Insights Newsletter | Market Corrections 2020

2020 has been a financial roller-coaster.

Markets have defied odds one week, only to see overcorrections the next, leaving investors baffled.

That’s why we focused our latest Visual Insights Newsletter (VIN) on this year’s market corrections.

With eye-catching graphics, timely messaging, and researched-backed content, this not-your-average-newsletter is designed to intrigue clients and prospects alike.

Keep reading to learn more about this campaign and why it applies to both prospects and clients. Continue reading [NEW] Visual Insights Newsletter | Market Corrections 2020