Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Q4 2023 Quarterly Financial Update

Written by Snappy Kraken | Jan 29, 2024 10:07:29 PM

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.

The investor takeaway is designed to highlight your value and can be quickly customized to add your personal spin.

This campaign provides content over 21 days.

Each Quarterly Financial Briefing campaign delivers the following:

  • Landing Page With Email Capture Form
  • 2 Promotional Emails
  • 1 Opt-In Confirmation Email
  • 4 Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Title: Q4 2023 Quarterly Financial Update

Type: Market Update Campaign

Description: Build authority by driving clients and prospects to a personalized landing page that quickly educates them on the current state of the market and the economy

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

Running Time: 21 days

 

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