May 13, 2022 By Nicolle

Campaign Releases, Lead Generation

[NEW] Millennial/Gen Z Money Moves – Lead Generation Campaign

Do you want to connect with prospects under 45 who want to invest? This campaign is for you.

Investment has changed.

For investors under 45, the landscape is more complex than it was for their parents.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide: Simple Modern Wealth: 3 Key Money Moves To Make Before Age 45.

Inside, prospects will discover:

  • What financial strategies to keep from the last generations and what to chuck
  • When to make simple pivots with the natural chaos of life
  • How to know if cool new financial tech is “fool’s gold” or a “must-explore”

Nurture existing prospects by highlighting modern investment strategies emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by revealing the differences between old and new investment strategies.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their investment 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 4 weeks.

Use this campaign if you offer services targeted toward younger investors.

The campaign 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

Campaign type: Lead-generation

Campaign description w/ outcome: Download the money guide

Target audience: This campaign is designed for prospects in their late 20s, 30s, and early 40s who want to take control of their money. The sweet spot is the 30s, however 20-somethings who are with it and 40-somethings who are delayed will also find value in the guide. The ideal client is a HENRY – High Earner, Not Rich Yet.

Trigger: A prospect aged 25-45. Advisers who don’t have their email lists segmented by age should consider launching this campaign only to social media or with advertising (instead of sending it to prospects who might not be in the right age group).

Adviser use case: Interest in targeting younger investors, offer services targeted toward younger investors.

Primary campaign outcome/action: Email opt-in by downloading lead magnet

Secondary campaign outcome/actions: Request an appointment


Want to learn more about how Snappy Kraken can help you connect with clients and prospects, driving your business to new heights? Watch a short demo video here.