Category: Visual Insights Newsletters

By 2030, everything from food, housing, and gas to health care, childcare, and education is simply going to cost more.

And that shouldn’t catch your clients off-guard.

This Visual Insights Newsletter highlights the complexity of inflation and will get folks thinking about their financial goals and the future.

But what exactly is a Visual Insights Newsletter?

Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.

To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them—quickly.

It includes infographics, landing pages, and social media promotions to help you build a bigger email list and get the word out about your firm.

This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!

Each Visual Insights Newsletter campaign delivers the following:

• Infographic Landing Page With Email Capture Form
• Promotional Email
• Follow-Up Emails
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Continue reading [NEW] Visual Insights Newsletter | Now and Future Costs

Retirement can trigger all sorts of emotions for people.

For some, there’s anxiety around having enough money or losing their purpose.

Others love the idea of not being tied to the shackles of a 9 to 5 – having the freedom to do what they want.

The reality is that retirement can look very different these days.

People no longer have to settle for the golden handshake and be put out to pasture.

They can fill their life with things they’re passionate about – including work.

That work can look totally different to what they’ve spent their life doing. They can consult, start a small business, work part-time or learn something completely new.

There really are no rules to retirement these days, and this month’s Visual Insights Newsletter – Creative Alternatives to Traditional Retirement – will shed light on an alternative view.

Continue reading [NEW] Visual Insights Newsletter | Creative Alternatives to Traditional Retirement

They say the best things in life are free.

And they’re probably right.

Having money is great, and more money can equate to more happiness – sometimes.

But the happiness it buys is inherently limited.

Many things that can improve happiness and make life fulfilling have nothing to do with money. And many of these simple life upgrades could already be within reach.

This engaging edition of the Visual Insights Newsletter delves into a few of the shifts in mindset and practice that can truly make a difference in your clients’ and prospects’ lives.

By demonstrating empathy and support for your audience’s entire life, you expand the value of your relationship and build trust.

Continue reading [NEW] Visual Insights Newsletter | Simple Life Upgrades

Jetsons, here we come.

Flying cars, talking robots, and hotels in space.

Those may all seem out of this world (see what I did there?), but they’re on the horizon.

And it’s not just folks in tinfoil hats who are a little anxious about it.

Many of your clients and prospects have the same hesitancy about a shiny new future.

Which is why we launched this Visual Insights Newsletter – What Will the Future Look Like?

Eye-catching imagery hooks your readers, valuable information emphasizes the worry that they’re feeling, and great copy starts to ease that pain, all while painting you as the level-headed financial pro to talk to.

Continue reading [NEW] Visual Insights Newsletter | What Will the Future Look Like?

Folks are emerging from their collective COVID cocoon and they’re ready to fly…

Or drive…

Or take the train…

Really, anything to get them away from the place they’ve been for the last 15 months.

But post-pandemic travel brings with it a host of questions.

Namely, How? Where? and When?

That’s what our latest Visual Insight Newsletter hopes to solve.

The beautiful landing page captures your prospects’ attention, provides meaningful information about post-COVID travel, and pulls in new leads via an email opt-in form.

Continue reading [NEW] Visual Insights Newsletter | Post-Pandemic Travel

Crypto is (sort of) the new kid on the block that everyone is talking about.

Unfortunately, much of that talk isn’t coming from financial professionals, which leaves folks with unanswered questions and potential misinformation.

As a Financial Adviser, you love weeding out the bad information to help people make sound financial decisions.

But often, prospects keep scrolling.

That’s why this Cryptocurrency Visual Insights Newsletter packs a one-two punch of beautiful graphics and research-backed information to help you capture prospects’ attention, clear up their misconceptions, and fill up your calendar.

The customizable “6 Things Most People Don’t Know About Cryptocurrency” landing page shows that you’re the professional with the information they need, and drives them to book a call.

Continue reading [NEW] Visual Insights Newsletter | Cryptocurrency

Have you ever lied to yourself about money? Have your clients?

We all tell ourselves lies about money, often without realizing it. Whether those money lies are about what we have, earn, or want, they affect our financial behaviors, our relationship with money, and our money mindset.

And these money lies can cost us, in both the short term and the long term.

This Visual Insights Newsletter explores the 7 most common money lies we tell ourselves, along with their associated costs. It reminds your clients and prospects that it’s never too late to set the record straight and positions you as the voice of reason who can help.

You can add your own personal touch in the customizable Financial Lesson.

Continue reading [NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

A million dollars.

It sounds like a lot of money, and many of us grew up with the idea of trying to save $1 million to retire as millionaires.

In 2021, $1 million doesn’t go as far as it used to.

But how far does it go?

This Visual Insights Newsletter helps answer that question, with up-to-the-minute research and interactive features designed to engage your prospects and clients.

Your clients and prospects will be able to see how far $1 million could go for 3 different growth scenarios in all 50 states, along with 7 additional factors that determine how long their nest egg could last.

You can add your own personal touch in the customizable Financial Lesson.

Continue reading [NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

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

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