Category: Campaign Releases (12)

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[NEW] 2022 EOY Client Letter - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...

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[NEW] My Why - Personal Connection Videos

It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...

[NEW] Email Communication – Winter Seasonal Email Card 2022

In this season of holidays and blessings, use this responsive email card to offer clients and prospects your appreciation.

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[NEW] Make Room For Hope - Timely Email

Use this simple email to offer clients and prospects your perspective on recession fears and reasons for optimism. This is not your average...

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[NEW] Burnout & Willpower Gap - Visual Insights Newsletter Marketing Campaigns for Financial Advisors

The purpose of this marketing campaign for financial advisors is to educate readers about burnout, willpower, and their potential financial...

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[NEW] Annuities and Guaranteed Income - Lead Generation Campaign for Financial Advisors

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[NEW] Tax-Loss Harvesting Email Campaign For Financial Advisors

Use this simple email to offer clients and prospects your perspective on tax-loss harvesting this year. Released on 11/21/22, with this marketing...

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[NEW] Midterms & Gratitude - Timely Email For Financial Advisors

Use this simple email for financial advisors to offer clients and prospects your perspective on midterms, markets, and gratitude. This is not your...

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[NEW] Retire Confidently in a Crash - Lead Generation Campaign

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[NEW] Small Wins - Timely Email

Use this simple email to offer clients and prospects your perspective on recent market and financial events. This is not your average marketing...