This campaign serves a dual purpose: it educates prospects on the important—and often overlooked—aspects of Social Security while positioning you, the advisor, as the expert who can help them navigate these complex decisions.
The content is designed to engage readers by providing them with valuable information, but it intentionally leaves room for deeper discussion and personalized advice.
By sparking curiosity and highlighting the potential impact of their choices, this campaign encourages prospects to reach out to you for a consultation, where you can turn these insights into actionable strategies tailored to their unique circumstances.
Ultimately, it's not just about delivering answers and facts to memorize—it's about opening a dialogue that leads to a more informed and confident retirement planning experience.
Key Marketing Takeaways:
Emotional Appeal: Addresses the concern of losing out on significant retirement income due to poor Social Security decisions, tapping into prospects’ desire for financial security in retirement.
Educational Value: Provides clear explanations of the rules and strategies for claiming Social Security, establishing the advisor as an expert in a complex area.
Call to Action: Encourages prospects to seek personalized advice, with a push towards booking a meeting for tailored Social Security strategies.
Positioning: Reinforces the advisor's role as a trusted resource who can help clients make informed, beneficial decisions about their retirement.
Content Takeaways:
Complexity of Social Security: There are over thousands of rules, making it essential to seek expert advice to avoid costly mistakes.
Importance of Timing: The timing of a claim can significantly impact one’s benefits, with early claims reducing monthly payments and delayed claims increasing them.
Personalized Strategy: Emphasizes the need for a strategy tailored to individual circumstances, including marital status, health, and other retirement income sources.
Professional Guidance: Highlights the value of personalized advice in optimizing Social Security benefits and minimizing taxes.
Action Steps: Provides clear next steps, including considering all options, consulting with a professional, and potentially revisiting previous Social Security decisions.
Use this campaign with HNW pre-retirees who are aged 60+.
The campaign publishes the following content over 4 weeks:
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
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More about this campaign for Financial Advisors:
Title: Social Security
Type: Lead Generation Campaign
Description: Attract fresh prospects by offering a free guide that includes a lead-capture landing page, prospecting emails, and social media posts
Target Audience: Pre-retirees, prospects, and retirees
Primary Outcome/Action: Get noticed and earn contacts