Educate clients and prospects about the benefits of practicing gratitude and how it can pay off in the short and long run. Rising prices and...
Category:Campaign Releases (13)
[NEW] Market & Life Lessons - Timely Email
This is not your average marketing email. This is a warm, reassuring, and timely email straight from your desk to your clients and prospects. Use...
Give your clients and prospects a 5-minute snapshot of the last quarter!
[NEW] What Happens Next? - Timely Email
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients. Use this...
Educate clients and prospects about how to weather a recession with a cool head. There’s a lot of anxiety around a pending recession. No one REALLY...
In this season of thanks-giving and blessings, use this responsive email card to offer clients and prospects your gratitude and appreciation.
[NEW] Tax Loss Harvesting - 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] Summer Rally End? - Timely Email
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
[NEW] Student Loan Party - Timely Email
This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...
Connect with prospects who want to take advantage of the current tax laws before they change.