[NEW] Millennial Money Moves Prospect Engagement Campaign

05 Jul, 2022 BY Nicolle Cruz


Do you want to connect with prospects who are under 45 and interested in investing? This campaign is for you.

Many people under the age of 45 let the most critical investing (and savings) years of their lives go by. 

But doing nothing will get them nowhere. 

This campaign educates prospects about the importance of investing while they’re young so they can reap the benefits when they’re older. 

It encourages them to book a FREE, no-obligation, 1-on-1 Modern Wealth Assessment with you. 

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 these digital prospects right into your office.

The campaign publishes content over 6 weeks and 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 Campaign:

Title: Millennial Money Moves

Type: Prospect Engagement Campaign

Description: This email-based campaign 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: 6 weeks



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