[NEW] Investor Recovery - Lead Generation Campaign for Financial Advisors

20 Apr, 2023 BY Snappy Kraken

INvestor Recovery LG - BLOG HEADER


Attract fresh prospects by offering a compelling downloadable resource as part of a campaign that includes a lead-capture landing page, prospecting emails, and social media posts. Consider personalizing the follow-up emails to engage with prospects.

Do you want to connect with prospects who need an investment recovery plan? This campaign is for you.

The stakes are high for investors trying to recover from portfolio losses.

They may fear that if their investments don’t recover:

  • Their retirement date may need to be pushed back.
  • The lifestyle they planned could turn into an unrealized dream.

Cut through the noise and attract fresh prospects with a campaign that offers a FREE guide, Your Investor Recovery Playbook: 3 Urgent Opportunities & 2 Uncommon Defense Strategies

Inside, they’ll discover:

  • How long will the market chaos last and how bad will it get? What they need to know.
  • Invest safer? Risk less? Sell? Buy more? What to do, why, and when.
  • How can they avoid mistakes? The common mistake most investors make and how to think like the wealthy instead.

Nurture existing prospects by highlighting why planning for investment recovery is important, emphasizing your ability to help them make the right choices.

The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails and social media posts. The campaign copy builds urgency by highlighting what could be at stake if the prospect doesn’t plan for their investment recovery.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their retirement questions. Prospects with immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign if you have a list of prospects, a social media presence, and are confident answering questions about tax-inflected advisory services.

This campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation 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
  • Website Widget

More about this campaign for Financial Advisors:

Title: Investor Recovery

Type: Lead Generation Campaign

Description: Do you want to connect with prospects who need an investment recovery plan? This campaign is for you.

Target Audience: Clients and investors 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


Updated LG Diagram Image


Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

Think Snappy Kraken might be the right fit for you? Grab a time for a demo by clicking here.

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