Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Lead Generation Campaign – ESG Purposeful Investing

Written by Nicolle | Aug 10, 2022 4:36:00 PM

Attract values-driven prospects who want to make ethical investments.

Many purpose-driven investors are starting to wonder how to make a meaningful impact without sacrificing their wealth-building strategy.

Cut through the noise and attract fresh prospects by helping them get answers to their ethical investing questions with a free guide titled: 

How to Build Wealth With Heart, Integrity, and Purpose

Inside the guide, they’ll learn how to:

  • Easily transform your current plan into a purpose-driven strategy
  • Make a meaningful impact while building wealth
  • Find investments that align with your ethics, values, and beliefs

The campaign runs for 4 weeks and 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

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel.

Consider personalizing the download follow-up emails to engage with prospects.

 
 

 

More about this campaign:

Title: Purposeful Investing

Type: Lead Generation Campaign

Description: Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the download follow-up emails to engage with prospects.

Target Audience: Prospects and Investors

Primary Outcome/Action: Get noticed and earn contacts.

Running Time: 4 weeks.

 

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.