Category: Campaign Releases

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...

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[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...

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[NEW] How AI Is Changing Fraud (and What to Do About It) - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

This Visual Insights Newsletter, How AI Is Changing Fraud (and What to Do About It), spotlights the alarming rise of AI-driven scams. From voice...

2 min read

[NEW] Social Security - Lead Generation Campaign for Financial Advisors

This campaign serves a dual purpose: it educates prospects on the important—and often overlooked—aspects of Social Security while positioning you,...

1 min read

[NEW] Medicare Annual Enrollment - Lead Generation Campaign for Financial Advisors

The "2024 Medicare Annual Enrollment Lead Generation Campaign" is designed to help financial advisors capture new leads by providing valuable...

1 min read

[NEW] Your Move, Fed - Timely Email

Educate your clients and prospects about navigating market volatility with confidence and long-term strategies.

2 min read

[NEW] Inflation Lesson - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

This Visual Insights Newsletter focuses on inflation through the lens of a familiar item: the tuna roll. By breaking down the price increases of...

1 min read

[NEW] Beyond FOMO: Investing for the Long Term - Personal Connection Videos

The fear of missing out derails the long term plans of too many investors. Use this campaign to help prospects understand the importance of...

1 min read

[NEW] What Happens Next? - Timely Email

This email is designed to guide clients and prospects through the recent turbulence in the market. By acknowledging the ups and downs of August, it...