Financial Adviser Marketing Strategies

Jun 7, 2021 • By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Protecting Against Inflation

Anyone with money is concerned about inflation right now.

Lumber, oil, metal, you name a resource and the price has gone up.

Which means your prospects are looking for a way to hedge against inflation.

That’s what our latest Personal Connection Video is about.

It’s a way for you to get in front of clients and prospects, explain current economic shifts, and keep them from making rash decisions that could hurt their investments in the long-run.

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

Jun 2, 2021 • By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Infrastructure & Taxes

Maybe the thought of smooth public roads and filing 1099s gets your blood pumping.

But it probably doesn’t have the same effect on your prospects.

That’s why they usually ignore these policy changes, be they large or small.

But recent proposals in DC are a bit more…colossal.

Which is why everyone suddenly cares about infrastructure and taxes.

With so much up in the air, this timely email provides reassurance, encourages thoughtful consideration, and reduces panic.

Jun 2, 2021 • By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Post-Pandemic Travel

Folks are emerging from their collective COVID cocoon and they’re ready to fly…

Or drive…

Or take the train…

Really, anything to get them away from the place they’ve been for the last 15 months.

But post-pandemic travel brings with it a host of questions.

Namely, How? Where? and When?

That’s what our latest Visual Insight Newsletter hopes to solve.

The beautiful landing page captures your prospects’ attention, provides meaningful information about post-COVID travel, and pulls in new leads via an email opt-in form.

May 30, 2021 • By Kyle

Podcast

The Value of Creativity with Adam Morgan, Executive Creative Director at Adobe

Think logic alone drives business and purchasing decisions?

Think again.

We’re so much more emotional than we think, and that’s a good thing!

In this episode of Steal My Strategy, we talk to the Executive Creative Director at Adobe, Adam Morgan.

We chat about emotion, memory, neurology and we prove the value of creative ideas with science once and for all.

May 26, 2021 • By Tyler

Campaign Releases

[NEW] RIA Testimonial Request Campaign

Social proof is a powerful thing.

But until recently, the SEC had put the kibosh on RIAs soliciting for and using testimonials.

That all changed around the turn of the new year when the SEC released an update to their advertising rules.

This means you may be able to solicit testimonials (and you likely should be using them in your marketing).

Now, we don’t know your compliance situation, so we can’t weigh in much on how you can collect or use testimonials. If you have any questions, we highly recommend you seek compliance/legal advice.

(Back in January, we moderated a panel with 2 lawyers who shared A LOT about the new rules. You can catch the replay here.)
Read more

May 26, 2021 • By Tyler

Campaign Releases, Social Prospecting

[NEW] Social Prospecting Campaign | Retirement Success

75% of pre-retirees are using social media^[1].

Which means they’re likely getting (not-too-great) retirement advice from their second-cousin in Tucson.

Don’t let that happen.

Meet them where they are and help them solve their biggest retirement challenges with our latest Social Prospecting Campaign.

More about this campaign:

May 18, 2021 • By Angel

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Inflation Worries

Spikes happen…in football, in the use of retro fashions, and on unsuspecting punch bowls. Those are pretty clear-cut.

But what about when a spike in inflation happens? What does it mean?

Recent economic data is showing a surprising spike in inflation from the last month.

This timely email approaches the subject from a couple different angles and is meant to address concerns your audience might have about the recent data.

May 15, 2021 • By Angel

Podcast

Master Distiller Marianne Eaves on Whiskey

Marianne Eaves is great at what she does.

She also happens to be a FIRST.

Marianne is Kentucky’s First Female Bourbon Master Distiller since Prohibition. She’s a Ted speaker, has appeared on the Steve Harvey Show, and has been recognized in Whiskey Advocate Magazine as “the Next Generation” for the bourbon industry.

Join us in this conversation as we talk about her journey into the world of fine spirits, cultivating leadership, and changing the dynamic in a predominantly male industry.

May 14, 2021 • By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | Personal 401(k) Planning

401(k) advising is likely nothing new to you.

The good news is, that’s where most of your High Net Worth prospects need help.

The bad news is, their main sources of retirement advice are their tennis partner and the wild west of the internet.

A lot of bad information and confusion.

But you can change that.

That’s why our newest lead generation campaign focuses on connecting with HNW prospects to clear the air about their 401(k)s and set them on the right path.

May 11, 2021 • By Kyle

Announcement, Podcast

Announcing: Steal My Strategy Podcast

Ever struggle to come up with fresh, inventive ideas?

It’s important to look outside of your own industry.

This lets you copy, repurpose, and remix different perspectives…

…the kinds that lead to breakthroughs for your business.

The computer scientist Alan Kay has a saying: “A change in perspective is worth 80 IQ points.”
Read more