[NEW] Personal Connection Video | Long-Term Focus

09 Jul, 2021 BY Tyler

COVID had a way of drawing everyone’s attention to their immediate needs – even the best of investors.

But as things level back out and we find our way to the “new normal,” it’s important to refocus your clients’ and prospects’ attention on the future.

And what better way to do that than with a short, punchy, personal video?

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


HubSpot Video

More about this campaign:

Title: Long-Term Focus

Type: Engagement Campaign

Description: Send a personal video providing helpful insights around developing a long-term mindset following the short-term setbacks that COVID has created.

Target Audience: Clients & Prospects.

Primary Outcome/Action: Engage your clients and nurture your prospects with helpful strategies that will reframe how they may be thinking about the future.

Secondary Outcome/Actions: Stay in front of clients and prospects as their go-to source of financial information.

Running Time: Single email and social posts across platforms driving traffic to a Landing Page.

personal connection video diagram
This isn’t just one piece of content – it’s several. This is a brief diagram that shows the different pieces that are coordinated and published when you launch a Personal Connection Video Campaign.


Previous Personal Connection Video topics include: 

  • Tax Unknowns
  • Cryptocurrency
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • And more!

This year has already been chaotic, both politically and financially, which is why we’re working to keep our Snappy Kraken members covered with ready-to-go, multi-part, automated campaigns. To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.

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