Category: Campaign Releases

2 min read

[NEW] Retirement Income Planning Guide - Lead Generation Campaign

This campaign helps advisors turn retirement confusion into confidence. The Retirement Income Planning Campaign is built for prospects who are in or...

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[NEW] Economy Slows, Stocks Soar - A Market Paradox Explained - Timely Email

This email tackles a market paradox: the economy is showing signs of slowing, yet stocks keep soaring. It breaks the paradox into three clear...

1 min read

[NEW] Why Market Highs Feel So Scary (Even When History Says “Relax”) - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

This Visual Insights Newsletter campaign tackles a feeling many investors know: nervousness at market highs. It digs into the psychology behind that...

1 min read

[NEW] Individual Stock Risk: What the Research Shows - Timely Email

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking. It reveals just how rare the big...

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[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

This campaign is all about simplifying something that’s anythingbutsimple: the “One Big Beautiful Bill Act.” The main piece is a short video that...

2 min read

[NEW] What the New Tax Bill Could Mean for You - Timely Email

This email gives clients and prospects a calm, clear-eyed look at how a massive new tax law could impact their finances—and positions you as the...

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[NEW] Q2 2025 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign is designed to build your credibility by giving your...

1 min read

[NEW] Worried About Buying at the Top? - Timely Email

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs. The message reinforces...

1 min read

[NEW] Connecting with the Next Generation - Email Communication

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...

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[NEW] From Policy to Portfolio: How Tariffs Take a Toll - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

This campaign demystifies tariffs and connects them directly to consumers' lives, showing how a single policy shift can ripple through supply chains,...