[NEW] Investment Recovery - Prospect Engagement Campaign for Financial Advisors

26 Apr, 2023 BY Nicolle Cruz

Investment Recovery - Prospect enagagment

Do you want to connect with prospects who are concerned about down markets and interested in seeking professional advice on how to protect their investments?

“I lost so much during the last recession!” 

This is a common and justified concern for investors in a volatile market - especially when emotions are high and they may not be thinking rationally about planning and strategy.

This Prospect Engagement Campaign highlights the benefits of professional advice during down markets.

Continue the conversation with prospects, bringing them deeper into the awareness funnel. 

This email-based campaign positions you as the right source for help and offers a free appointment to discuss their financial questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these prospects right into your office.

The campaign publishes content over 6 weeks.

This marketing campaign includes:

  • 5 emails promoting the value of your advice
  • 1 appointment page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email that confirms the request was received


More About this Marketing Campaign:

Title: Investment Recovery

Type: Prospect Engagement Campaign

Description: Highlight the benefits of professional advice during down markets with this email-based campaign that educates, informs, and engages prospects on your list

Cold to Gold: Build credibility and start conversations

Target Audience: Prospects and investors

Primary Outcome/Action: Booking an appointment

Running Time: 6 weeks




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