Category: Campaign Releases (2)

1 min read

[NEW] Interest Rates Explainer - Single Email

Educate your prospects about the effects of interest rates on their finances and the broader economy. The email explains how changes in the Federal...

2 min read

[NEW] Market Meltdown - Timely Email

Financial Planning recently published an article about the importance of proactive communication, especially during market turns. They quoted our...

2 min read

[NEW] Debunking Investment Myths: What Doesn’t Drive Returns - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

Help investors focus on what truly drives long-term returns. "Debunking Investment Myths: What Doesn’t Drive Returns" clears up misconceptions that...

1 min read

[NEW] For CFP® Professionals Only - Personal Connection Videos

This campaign is designed to help advisors stand out by showcasing their CFP® credentials and engage with prospects.

1 min read

[NEW] Election & Market Dip - Timely Email

This Timely Email reviews a tumultuous week in the markets, highlighting a tech stock slide, a global IT outage, and President Biden’s election...

1 min read

[NEW] Annual Client Review - Single Email

Do you hold annual client reviews? Have you automated any processes around sending out reminders to your clients for their check-ins? Annual client...

1 min read

[NEW] Q2 2024 Quarterly Financial Update

Give your clients and prospects a 5-minute snapshot of the last quarter! This quarterly campaign builds credibility by giving your clients and...

2 min read

[NEW] Dangers of FOMO - Timely Email

Our latest timely email discusses the fear of missing out (FOMO) in investing, highlighting the importance of a disciplined and diversified approach...

2 min read

[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter.

1 min read

[NEW] Vibecession - 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...