Financial Advisor Marketing Strategies | Snappy Kraken

[NEW] Prospect Engagement | Tax Opportunities

Written by Nicolle | Aug 22, 2022 1:43:37 PM

Highlight the benefits of tax planning with this email-based campaign that educates, informs, and engages prospects on your list.

"Will I likely be paying more in taxes in the coming years?"

Help prospects feel confident they can find hidden opportunities in any tax climate with a free 1-on-1 Tax Savings Session with you. 

Emails position you as the right source for help and offer a free appointment to discuss their tax questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 6 weeks.

This 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

 

 

Title: Tax Opportunities

Type: Prospect Engagement Campaign

Description: Highlight the benefits of financial empowerment for women 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.