Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] How to Weather a Recession - Visual Insights Newsletter

Written by Nicolle | Oct 4, 2022 5:39:36 PM

Educate clients and prospects about how to weather a recession with a cool head.

There’s a lot of anxiety around a pending recession.

No one REALLY knows when the next recession will happen – or how severe it will be.3

The thing is, whether we’re in a recession today or next week, it’s going to be more challenging for people to make money moves when their judgment’s clouded by anxiety.4

This Visual Insights Newsletter reveals the six steps people can take to brave a recession with a cool head, calm nerves and clarity. 

The steps are:

  1. Don’t buy into the news headlines.
  2. Resist impulsive actions as these can impact sound financial decisions.
  3. Run a worst-case scenario and troubleshoot it.
  4. Check in with your investment strategies and review your portfolio.
  5. Carve out time in your schedule to do activities that help you relax
  6. Extend your perspective and start looking out past the next year or two.

The insights provide some perspective and a reminder that recessions are part of healthy market cycles. 

This campaign provides content over 21 days.

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

Moreover, it 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 content. It’s our most versatile campaign!

Each VIN campaign delivers the following:

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

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

Sources: 

3 - https://www.cnbc.com/2022/07/08/how-to-cope-with-recession-anxiety.html 

4 - https://www.cnbc.com/2022/01/25/long-term-investors-shouldnt-worry-too-much-about-stocks-being-10percent-off-their-highs.html 

 

More about this campaign:

Title: How to Weather a Recession 

Type: Visual Insights Newsletter (VIN)

Description: Educate clients and prospects about how to weather a recession with a cool head.

Primary Outcome: 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.

Target Audience: Clients and some prospects

Running Time: 21 days

 

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