Highlight the benefits of EOY tax planning with this email-based campaign for financial advisors that educates, informs, and engages prospects on your list.
Do you want to connect with prospects who are interested in maximizing their tax savings this year? This campaign is for you.
Time is running out for investors to take advantage of critical year-end tax-saving strategies.
This time-sensitive new EOY Tax Prospect Engagement Campaign will help you attract investors with $250,000+ who want to maximize their tax savings.
The campaign highlights why prospects should seek financial advice to plan their tax strategy, taking advantage of available tax opportunities.
We help you continue the conversation with prospects, bringing them deeper into the awareness funnel with emails that position you as the expert to guide them through the process, offering a free 1-on-1 Tax Opportunities Session to discuss their questions. Prospects with immediate needs are encouraged to request an appointment with you, bringing these digital prospects into your office.
The campaign publishes content over 6 weeks.
This marketing campaign includes:
- 5 emails promoting the value of your advice
- 1 appointment 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 that confirms the request was received
More About this Marketing Campaign:
Title: Premium Life Plus
Type: Prospect Engagement Campaign
Description: Highlight the benefits of EOY tax planning with this email-based campaign that educates, informs, and engages prospects on your list.
Cold to Gold: Build Credibility and Start Conversations
Target Audience: Prospects
Primary Outcome/Action: Booking an appointment
Running Time: 6 weeks
To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.
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