[NEW] Recession Survival Strategies - Lead Generation Campaign for Financial Advisors

16 Feb, 2023 BY Nicolle Cruz

Recession Survival Strategies - BLOG HEADER


Attract fresh prospects by offering a compelling downloadable resource as part of a campaign that includes a lead-capture landing page, prospecting emails, and social media posts. Consider personalizing the follow-up emails to engage with prospects.

Do you want to connect with prospects who want reassurance that they (and their investments) can survive inflation or a potential recession? This campaign is for you.

“A huge market drop!”

“Highest inflation in decades!”

“Interest rates just went up again!”

These kinds of statements make the average American investor nervous. 

Nurture existing prospects by highlighting that investment portfolios don’t have to take a hit when the economy is unpredictable, emphasizing your ability to help them make the right choices. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: 

Your Best Recession Yet? 3 Hidden Opportunities & 2 Costly Mistakes 

Inside the guide prospects will discover:

  • Where to invest when markets combust, interest rates rise, and inflation skyrockets
  • Soon-to-expire strategies to leverage the lowest tax rates of their life
  • 2 expensive (and common) MUST-SEE mistakes that can cause a messy financial “explosion”

The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails and social media posts. The campaign copy builds urgency by highlighting the need to get professional investment advice to make the best decisions with the threat of a recession looming.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offering a free appointment to discuss their recession survival strategies. 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 4 weeks.

Use this campaign if you have a list of prospects, a social media presence, or an advertising subscription and are confident answering questions about tax-inflected advisory services.

The campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation 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
  • Website Widget

More about this campaign for Financial Advisors:

Title: Recession Survival Strategies

Type: Lead Generation Campaign

Description: Do you want to connect with prospects who want reassurance that they (and their investments) can survive inflation or a potential recession? This campaign is for you.

Target Audience: Prospects 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


Updated LG Diagram Image


Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

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