Apr 6, 2021 By Tyler

Campaign Releases, Financial Dashboard

[NEW] Market Update Campaign | Q1 2021 Financial Dashboard

Help your clients and prospects understand how markets performed in Q1 2021 with a simple, easy-to-understand overview of the quarter’s key metrics and the economic indicators that hint at what’s to come. 

This time-sensitive campaign is designed to be sent in April 2021 as a timely way to help your prospects stay informed — as well as remind them of your value and expertise. 

You can customize the investor takeaway to add your own personal touch and build connections with your readers.

More about this campaign:

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Apr 5, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Taxes Going Up?

With new leadership in D.C. trying to pass a $2 Trillion spending bill, your clients and prospects are probably wondering about upcoming tax hikes.

And they’re not wrong to do so.

Help them understand what those tax increases might look like and how it could impact their businesses, investments, and plans for retirement with our latest timely email.

More about this campaign:

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Apr 1, 2021 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

Have you ever lied to yourself about money? Have your clients?

We all tell ourselves lies about money, often without realizing it. Whether those money lies are about what we have, earn, or want, they affect our financial behaviors, our relationship with money, and our money mindset.

And these money lies can cost us, in both the short term and the long term.

This Visual Insights Newsletter explores the 7 most common money lies we tell ourselves, along with their associated costs. It reminds your clients and prospects that it’s never too late to set the record straight and positions you as the voice of reason who can help.

You can add your own personal touch in the customizable Financial Lesson.

Read more

Mar 31, 2021 By Kyle

Landing Pages & Lead Magnets, Marketing

How to Increase Traffic to Your Landing Page

In the 1989 classic ‘Field of Dreams,‘ the lead protagonist Ray Kinsella stood alone in his cornfield. 

In the now-famous scene, Ray hears a whisper saying, “if you build it, HE will come.” However, over the years, the popular line has been misconstrued. 

Today, the old saying goes: “if you build it. THEY will come.” 

But, who is “they” and how are they going to get there? 

How do you tend the fields and generate traffic to your lead magnet or landing page?

Well, the short answer is coordinated acts of marketing Read more

Mar 24, 2021 By Kyle

Book Reviews, Personal Development

Developing the Right Habits For Success in Marketing | Snappy Book Reviews

“Habits are the compound interest of self-improvement. 

They don’t seem like much on any given day, but over the months and years their effects can accumulate to an incredible degree.” – James Clear.

Ongoing success in life– and marketing– is ruled by habits. 

Atomic Habits“, by author James Clear, seeks to explain the concrete steps that any person can take to begin to see real results from their efforts. 

Check out the video review, or keep reading for extra insight.

Read more

Mar 17, 2021 By Tyler


The Power of Email Marketing in 2021, and Which Campaigns You Should Deploy

Email marketing is a powerful way to engage prospects, enhance credibility, and jump-start conversations that eventually lead to sales. 

According to insights from over 38,000 campaigns (analyzed in the  2021 State of Digital Marketing Report), email is the largest and most reliable traffic source for advisers.

It also plays a key role in moving prospects “from cold to gold.”

The bottom line? 

The value of a current and accurate email database cannot be overstated.  Read more

Mar 15, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Early Retirement Time Bomb

While most folks have a target age in mind for retirement, sometimes external factors can prompt us to consider retiring earlier. And often, we don’t have much time to make the decision. This may be the result of layoffs or buyout packages, a change in life circumstances, or even simply a desire for change.

With this lead generation campaign, you can help prospects tackle unexpected retirement decisions and position yourself as a source of reassurance, advice, and necessary help.

More about this campaign:

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Mar 12, 2021 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

A million dollars.

It sounds like a lot of money, and many of us grew up with the idea of trying to save $1 million to retire as millionaires.

In 2021, $1 million doesn’t go as far as it used to.

But how far does it go?

This Visual Insights Newsletter helps answer that question, with up-to-the-minute research and interactive features designed to engage your prospects and clients.

Your clients and prospects will be able to see how far $1 million could go for 3 different growth scenarios in all 50 states, along with 7 additional factors that determine how long their nest egg could last.

You can add your own personal touch in the customizable Financial Lesson.

Read more

Mar 11, 2021 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Small Business Tax Credit

The second round of stimulus funding in the CARES Act includes a small business tax credit that your clients and prospects may not know about.

Small businesses with less than 500 employees could qualify for up to $19,000 per employee, but it involves some messy calculations and filing processes that they’d rather leave to a professional.

Position yourself as the expert to lead them through the process with our latest Personal Connection Video.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Read more

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