Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Personal Connection Video | Tax Unknowns - Snappy Kraken

Written by Tyler | May 10, 2021 4:00:00 AM

The U.S. Government recently took a look inside their Scrooge McDuck vault and realized no one was going swimming in gold coins anytime soon.

COVID relief has bled them pretty dry, and your prospects know that, which leads to fear and unease.

This Personal Connection Video talks about what they can do now to prepare for likely tax changes in the near future.

It’s short, sweet, and to the point – exactly what folks are looking for during uncertainty.

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

 

More about this campaign:

Title: Tax Unknowns

Type: Engagement Campaign

Description: This Personal Connection video shows your contacts some steps they can take now to prepare for future tax changes.

Target Audience: Clients & Prospects.

Primary Outcome/Action: Set your contacts on the right financial course to deal with the murky tax waters ahead.

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.

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: 

  • Cryptocurrency
  • Insurance needs
  • Mortgage refinancing
  • Roth conversions
  • Building resiliency
  • 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.