Category: Campaign Releases (19)

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[NEW] Lead Generation Campaign – ESG Purposeful Investing

Attract values-driven prospects who want to make ethical investments. Many purpose-driven investors are starting to wonder how to make a meaningful...

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[NEW] Personal Connection Video | Bear Market Perspective

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

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[NEW] Personal Connection Video – Intention

Use this simple video to kick off 2022 with great intentions.

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[NEW] Single-Topic Email | Omicron

Use this simple email to offer clients and prospects your perspective on the omicron variant and what factors could impact stocks next.

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[NEW] Visual Insights Newsletter | Strategic Philanthropy

What inspires us to give to the causes we care about?

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[NEW] Single-Topic Email | Infrastructure and Inflation

This is not your average marketing email.

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[NEW] Lead Generation Campaign | Hidden Tax Opportunities (That Are Likely to Expire)

Do you want to connect with prospects who want to take advantage of the current tax laws before they expire? This campaign is for you.

[NEW] Email Communication – Fall Seasonal Email Card

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

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[NEW] Personal Connection Video – Gratitude

It has never been so easy to get started with video marketing.

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[NEW] Single-Topic Email | Grateful Living

Use this simple email to offer clients and prospects your perspective on the practice of gratitude.