Educate clients and prospects about the importance of setting the right kinds of goals to achieve success with investing.
Setting the right kind of goals is an important part of developing successful investment strategies.
But people don’t often set the right goals.
In this new Visual Insights Newsletter we shed light on why it’s so important to use a “master list” to help clients stay focused on the outcomes they want.
We look at the captivating findings of a recent study and what it tells us about the benefits of using lists in financial goal setting.
This campaign provides content over 21 days.
The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.
Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.
To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them — quickly. It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.
This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!
Each Visual Insights Newsletter campaign delivers the following:
- Landing Page With Email Capture Form
- Promotional Emails
- Confirmation Email
- Follow-Up Email
- Social Media Posts
More about this campaign:
Title: The Surprising and Undeniable Power of Simple Lists in Financial Planning
Type: Visual Insights Newsletter (VIN)
Description: Educate clients and prospects about the importance of setting the right kinds of goals to achieve success with investing
Primary Outcome: To increase engagement and new subscribers
Target Audience: Clients and prospects
Running Time: 21 days
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