Category: Visual Insights Newsletters

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

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

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