[NEW] Financial Spring Cleaning - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

04 Apr, 2023 BY Snappy Kraken

Finanical Spring Cleaning


Educate and inspire clients and prospects about the benefits of giving their finances a good spring clean.

Financial clutter can be a real problem for many.

Just like people spring clean their homes - they also need to clean up their finances regularly.

If they don’t, they can end up with some very real clutter - that can have very real consequences.

In fact, it won’t just take up space. Clutter can also waste energy, time, and even money. 

Share 6 valuable tips and insights with clients and prospects that reveal how they can keep their financial house in order with a good spring clean. 

This campaign provides content over 21 days.

The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.

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 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 financial content. It’s our most versatile marketing campaign for financial advisors!

Each Visual Insights Newsletter campaign delivers the following:

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

More about this campaign:

Title: Financial Spring Cleaning

Type: Visual Insights Newsletter (VIN)

Description: Educate and inspire clients and prospects about the benefits of giving their finances a good spring clean

Primary Outcome: To increase engagement and new subscribers

Target Audience: Clients and prospects

Running Time: 21 days



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