[NEW] Lead Gen Campaign | Personal 401(k) Planning

14 May, 2021 BY Tyler

401(k) advising is likely nothing new to you.

The good news is, that’s where most of your High Net Worth prospects need help.

The bad news is, their main sources of retirement advice are their tennis partner and the wild west of the internet.

A lot of bad information and confusion.

But you can change that.

That’s why our newest lead generation campaign focuses on connecting with HNW prospects to clear the air about their 401(k)s and set them on the right path.

More about this campaign:

Title: Personal 401(k) Planning

Type: Lead Generation Campaign

Description: This campaign is designed to drive prospects to The “Groundhog” 401(k) lead magnet, answering some of their retirement questions, and landing them on your calendar.

Target Audience: High Net Worth Prospects.

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

Secondary Outcome/Actions: Request an appointment to dive deeper into their investment plans.

Running Time: 4 weeks.


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.

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