Apr 15, 2022 By Nicolle

Campaign Releases, Lead Generation

[NEW] Roth Conversions – Lead Generation Campaign

Want to connect with high earners who want to save on their taxes? This campaign is for you. 

Taxes are probably a sore spot for most high earners.

The more they make, the more they usually owe.

They work harder and harder every year. Only to end up with a massive tax bill.

It feels like a waste of their hard-earned money to hand over a big chunk to Uncle Sam. 

But there’s some good news!

They don’t have to sit and wonder about hidden tax strategies anymore.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: Explode Your Tax Savings? Discover 3 Commonly Overlooked Opportunities (Before They’re Gone!)

Inside, they’ll uncover:

  • How to use tax bracket “turbochargers”
  • When to exploit their Roth without triggering scary financial disasters
  • What can work against them even if they’re doing all the right things

Nurture existing prospects by highlighting hidden tax-saving 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 hidden tax-saving strategies for high earners.

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 offer a free appointment to discuss their tax 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. 

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

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Apr 14, 2022 By Nicolle

Adboost, Campaign Releases

[NEW] AdBoost Tax Leaks Lead Generation Quiz

Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the download follow-up emails to engage with prospects.

Get prospects who are looking to save money on their taxes with a simple quiz.

Many people are paying more tax than they need to without even realizing it. 

Help prospects discover expensive hidden tax leaks and how to turn them into powerful tax savings opportunities with a free quiz titled: Where Are Your Hidden Tax Leaks? 

The quiz reveals five areas where prospects could have tax leaks – these include:

  • Letting tax-deferred savings slip
  • Missing the opportunity to maximize a tax bracket
  • Owning the wrong investments in the wrong places
  • Giving away gifts
  • Being a big tax target in retirement

The answers to the quiz are designed to be “precisely vague” by providing good advice, but opening a loop with critical questions 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 highlighting that tax laws change frequently and often without warning, and some of the opportunities to save money can be time-sensitive.  

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel. 

The follow-up emails position you as the right source for help and offer a free appointment to discuss their questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office. 

The campaign delivers the following:

  • 4 ads that point to the quiz landing page
  • 1 landing page offering the quiz 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 to your website
  • 1 appointment confirmation email

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Apr 11, 2022 By Nicolle

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Videos | The Power in Uncertainty

Use this simple video to highlight the hidden values in uncertainty and how to cope with it.

It has never been so easy to get started with video marketing.

Just personalize the script, record your video, and add the link to your campaign. Our automated platform does the rest.

This new personal connection video campaign will provide your clients and prospects with a positive lens to view uncertainty through.

Humans are wired to prefer predictability and certainty. And firms, traders, and other market players rely on predictable forecasts and models.

So when something big happens, that throws the future in doubt as it makes their predictions and models inaccurate. This can make people freak out.

But uncertainty is a part of life, and there are ways we can work through it, as this personal connection campaign highlights.

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

IMPORTANT! FINRA has not reviewed this campaign. To get timely campaigns into your hands as quickly as possible, we do not submit them for FINRA review.

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Apr 7, 2022 By Nicolle

Campaign Releases, Financial Dashboard

[NEW] Q1 2022 Quarterly Financial Update

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!

 

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Apr 6, 2022 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Timely Email – Better or Worse?

Use this simple email to offer clients and prospects your advice on keeping a positive mindset during negative times.

While it confirms that the economic and political environment is still in decline, it gives the audience a perspective of the positive things to focus on.

The email asks the question: “Is the world getting worse? Or is it actually getting better?”

And it answers the question by giving some ideas of what we can control to put things into perspective.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

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Apr 4, 2022 By Nicolle

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Investing Myths

Educate, entertain, and inform your clients about investing myths in this issue of our Visual Insights Newsletter. Customize the Financial Lesson in the timeline to add your personal spin.

When it comes to making investment decisions, most people don’t look at the facts.

Instead, they rely on stories – often myths – to guide their decision-making.

These are some of the common myths people base their decisions on:

  • Cash is always safer than stocks
  • I need $X before investing
  • Investing in the market is like gambling.
  • I don’t have time to invest.
  • When the market’s in trouble, it’s time to SELL.
  • If I could only pick the “right” stock…

This Visual Insights Newsletter campaign debunks these myths and helps people understand the facts about investing.

It also offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.

Each Visual Insights Newsletter campaign delivers the following over 21 days:

  • Landing Page With Email Capture Form
  • Promotional Emails
  • Confirmation Email
  • Follow-Up Email
  • Social Media Posts

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

 

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Mar 16, 2022 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email – Is the Sky Falling (Again)?

Use this simple email to offer clients and prospects your perspective on the headlines swirling.

The email will cover the following points about the financial markets:

  • Are we in a bear market?
  • Is another financial crisis imminent?
  • What about inflation?
  • Is a recession coming?

This helps you address concerns as they arise and shows your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

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Mar 15, 2022 By Nicolle

Campaign Releases, Lead Generation

[NEW] Lead Generation Campaign – Investing With Volatility

Attract fresh prospects by offering a compelling tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads.

Connect with investors who are worried about market volatility 

There are significant (and interesting) opportunities hiding inside every market wave. 

Unfortunately, many investors panic when the market starts to fluctuate, and that’s when they can lose a lot of money. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled:

Market Crashes and Sudden Swells: 3 Ways to Surf the Waves And Not Drown.

Inside, they’ll discover:

  • How to turn panic into excitement when the markets drop
  • When “do nothing” is the best strategy and when it becomes dangerous
  • How to harness hidden opportunities AND find comfort – at the same time

This campaign will nurture prospects by making them feel much more confident navigating market crashes and “swells”, which will build your trust and authority. 

The lead magnet is designed to be “precisely vague”. It provides good advice but asks 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. 

We help you continue the conversation with prospects by bringing them deeper into the awareness funnel. 

Follow-up emails position you as the right source for help and offer 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 investment management services and are comfortable talking about strategies for volatile markets and downturns

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

Read more

Mar 9, 2022 By Nicolle

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email – Hard Times

Use this simple email to offer clients and prospects warmth and encouragement during turbulent times.

Hard times are here and this email contains words of kindness and encouragement for your clients and prospects to remind them they’re not alone.

It explains that the secret to getting through these times is love and kindness.

This helps you address concerns as they arise and shows your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Read more

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