Category: Campaign Releases

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...

2 min read

[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...

2 min read

[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,...

1 min read

[NEW] Wealth Management Beyond Basics - Personal Connection Video for Financial Advisors

This video-based campaign is a powerful nudge for clients who’ve crossed the million-dollar mark and need more than off-the-shelf advice. It outlines...

2 min read

[NEW] Market Volatility and Global Events - Timely Email

Markets are reacting. Here’s how to help clients and prospects stay grounded. This campaign tackles a tough topic—escalating Middle East conflict—and...

1 min read

[NEW] Housing Market Cooling - Timely Email

The housing market is cooling, and this timely email helps advisors use that shift as a smart touchpoint to connect, build credibility, and invite...