How many times have your clients told you their finances were just too complicated to understand? 

Or that, even with all of their statements piled together, their overall financial “big picture” was still unclear?

They’re not looking for another 80-page report. 

They want something simple, like a high-level map that lays everything out on one page.

Our new lead generation campaign encourages your clients and prospects to sign up to create an Asset-Map to use as a financial “GPS” that shows them exactly where their finances are — and where they might be heading. 

This campaign is part of an exclusive collaboration with Asset-Map, a subscription service that lets you give clients a simple, one-page snapshot of their finances. 

Learn more about Asset-Map here.

More about this campaign:

Title: Asset-Map

Type: Lead Generation Campaign

Description: This campaign is designed to promote the value of a 1-page Financial “GPS” and drive traffic, first to a lead magnet and then to the Asset-Map tool, by highlighting how it can help people prepare for their next big financial decision.

Target Audience: Clients and prospects, primarily women age 40–60.

Primary Outcome/Action: Email opt-in by downloading lead magnet.

Secondary Outcome/Actions: Completing the Asset-Map discovery process or requesting an appointment directly.

Running Time: 4 weeks.

While Asset-Map is a useful tool for any prospective client, it’s especially helpful when they’re facing big financial decisions, like divorce, retirement, buying or selling a business, death of a parent or spouse, or welcoming a new child to the family. With just a short list of questions, you can give them a clear picture of what they have, what they owe, and what their next steps could be.

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

To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.