Jun 16, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Forecasting Surprises

After a year like 2020, you’d think nothing could come as a surprise anymore.

Yet here we are.

Inflation “surprises”.

Job market “surprises”.

Housing market “surprises”.

It’s what we should expect after a global economic shutdown, but that expectation won’t stop your clients and prospects from panicking.

So we put together our latest timely email, Forecasting Surprises.

It helps create perspective around the socioeconomic shifts we’re seeing and reminds your contacts to stay the course.

More about this campaign:

Title: Forecasting Surprises

Type: Single-Topic Email

Description: This email provides perspective and rationality around current “surprises” that are likely causing your contacts anxiety.

Target Audience: Clients & Prospects

Primary Outcome/Action: Bring the focus back to sound, long-term investment strategies and reasonable money management.

Running Time: Single email

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

They make a difference!

Here are some of the results from our Weekly Crisis Emails that advisers used during COVID.


Check out more feedback and comments from advisers here.