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Maximizing ROI Of Social Ads For Financial Advisors

4 min read

Maximizing ROI Of Social Ads For Financial Advisors

06 Oct, 2022 • BY Sydney

Social ads aren’t meant to get you instant clients. In the same way that you don’t buy everything you see on social media, your target audience...

Marketing Strategies & Tactics
[NEW] How to Weather a Recession - Visual Insights Newsletter

2 min read

[NEW] How to Weather a Recession - Visual Insights Newsletter

04 Oct, 2022 • BY Nicolle

Educate clients and prospects about how to weather a recession with a cool head. There’s a lot of anxiety around a pending recession. No one REALLY...

Campaign Releases Visual Insights Newsletters
[NEW] Email Communication – Fall Seasonal Email Card 2022

[NEW] Email Communication – Fall Seasonal Email Card 2022

30 Sep, 2022 • BY Nicolle

In this season of thanks-giving and blessings, use this responsive email card to offer clients and prospects your gratitude and appreciation.

Campaign Releases Single-Topic Emails
[NEW] Tax Loss Harvesting - Personal Connection Videos

1 min read

[NEW] Tax Loss Harvesting - Personal Connection Videos

28 Sep, 2022 • BY Nicolle

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...

Campaign Releases Personal Connection Videos
[NEW] Summer Rally End? - Timely Email

1 min read

[NEW] Summer Rally End? - Timely Email

26 Sep, 2022 • BY Nicolle Cruz

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

Campaign Releases Single-Topic Emails
[NEW] Student Loan Party - Timely Email

1 min read

[NEW] Student Loan Party - Timely Email

08 Sep, 2022 • BY Nicolle Cruz

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

Campaign Releases Single-Topic Emails
[NEW] Hidden Tax Opportunities - Lead Generation Campaign

1 min read

[NEW] Hidden Tax Opportunities - Lead Generation Campaign

05 Sep, 2022 • BY Nicolle Cruz

Connect with prospects who want to take advantage of the current tax laws before they change.

Lead Generation Campaign Releases
[NEW] What Is Your Money Personality? - Visual Insights Newsletter

1 min read

[NEW] What Is Your Money Personality? - Visual Insights Newsletter

02 Sep, 2022 • BY Nicolle

Enlighten clients and prospects by revealing their money personality. Most people would rather talk about politics, their health, and their...

Campaign Releases Visual Insights Newsletters
[NEW] Inflation Reduction Act (Medicare) Timely Email

1 min read

[NEW] Inflation Reduction Act (Medicare) Timely Email

29 Aug, 2022 • BY Nicolle Cruz

Use this simple email to offer clients and prospects your perspective on how the new Inflation Reduction Act could affect retirees. Inside are some...

Campaign Releases Single-Topic Emails
[Podcast] Steal My Strategy: Mastering a Culture of Excellence with Colin Cerniglia

1 min read

[Podcast] Steal My Strategy: Mastering a Culture of Excellence with Colin Cerniglia

24 Aug, 2022 • BY Kyle Cyr

Today’s debate: “culture.” Is it a meaningless buzzword or a value-driven, transformational environment for employees? Our guest Colin Cerniglia...

Podcast
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