Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Maximize Your Retirement Plan - Prospect Engagement Campaign for Financial Advisors

Written by Snappy Kraken | May 24, 2024 8:44:53 PM

Highlight the benefits of a retirement plan with this email-based campaign that educates, informs, and engages prospects on your list.

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

The campaign publishes content over 4 weeks.

This 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: Maximize Your Retirement Plan

Type: Prospect Engagement Campaign

Description: Highlight the benefits of a retirement plan 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

Primary Outcome/Action: Booking an appointment

Running Time: 4 weeks

 

 

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