[NEW] Retire Confidently in a Crash - Lead Generation Campaign

09 Nov, 2022 BY Nicolle Cruz

Retire Confidently in a Crash - BLOG HEADER


Connect with prospects retiring in the next five years, who may be thinking:

  • “Should I push back retirement until the economy recovers?”
  • “I’m not even going to look at my accounts. It gives me anxiety.”
  • “How do I keep growing my accounts without letting my income move up and down with the markets?”

This cycle of worry is normal for people getting close to retirement.

But you can help them break the cycle. 

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

Retirement Dream or Nightmare?  3 “No Anxiety” Secrets to Confidently Retiring in a Market Crash

Inside prospects will discover:

    • What to expect when retiring in a market crash (and what to do about it)
    • How they can still retire when the source of their income (their investments) takes a critical financial hit
    • Specific strategies to ease their morning “can my income handle rising prices?” stomach knot 

Nurture existing prospects by highlighting the importance of implementing the right investment strategies to create peace of mind in retirement – emphasizing your ability to help them make the right choices. 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 encouraging prospects to adopt the right strategies NOW - so they don’t let the markets dictate how they feel about their retirement plans.

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 retirement questions. Prospects who have immediate needs are encouraged to request a free Retirement Confidence Session with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign with clients and prospects 65+ and pre-retirees planning retirement in the next 5 years.

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:

Title: Retire Confidently in a Crash

Type: Lead Generation Campaign

Description: Nurture existing prospects by highlighting the importance of implementing the right investment strategies to create peace of mind in retirement

Target Audience: Prospects 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


Updated LG Diagram Image


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