Give your clients and prospects a 5-minute snapshot of the last quarter!
This quarterly campaign is designed to build your credibility by giving your clients and prospects a bite-sized overview of the previous quarter’s key market and economic data.
The mobile-optimized landing page can be quickly digested, leaving your audience informed without overwhelming them with details.
This quarter’s review captures the remarkable market rebound in Q2 2025 after a shaky start to the year.
Despite ongoing concerns about tariffs, economic growth, and labor market stability, markets surged to record highs.
The content provides a clear breakdown of market performance and a realistic look at what may lie ahead.
From shifting Fed policy to labor signals and trade uncertainty, the message stays optimistic without ignoring risks.
For financial advisors, this piece creates a perfect touchpoint for reconnecting with clients and prospects who may be feeling whiplash from the market’s moves.
It reinforces your role as a steady and informed guide, helping them tune out the noise and focus on long-term strategies.
Key Marketing Takeaways:
Content Takeaways:
This campaign provides content over 21 days.
Each Quarterly Financial Briefing campaign delivers the following:
Personalize this campaign to engage and entertain your clients & prospects now!
Title: Q2 2025 Quarterly Financial Update
Type: Market Update Campaign
Description: This quarterly campaign is designed to build your credibility by giving your clients and prospects a bite-sized overview of the previous quarter’s key market and economic data
Target Audience: Clients and prospects
Primary Outcome/Action: Nurture prospects – By opting into emails
Secondary Outcome/Actions: Engage clients – By opening emails and consuming the content on the page
Run Time: 21 days
To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.