Category: Campaign Releases (23)

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[NEW] Prospect Engagement Campaign | Asset-Map

This email-based campaign is an enhancement to our Asset-Map Lead Generation campaign.

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[NEW] Personal Connection Video | Tax Unknowns

The U.S. Government recently took a look inside their Scrooge McDuck vault and realized no one was going swimming in gold coins anytime soon.

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[NEW] Single-Topic Email | Economy & Taxes

Is the economy rebounding like Shaq in the late 90’s?

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[NEW] Visual Insights Newsletter | Cryptocurrency

Crypto is (sort of) the new kid on the block that everyone is talking about.

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[NEW] Social Prospecting Campaign | Next Big Move

The current economic landscape has your prospects worried about major financial decisions.

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[NEW] Prospect Engagement Campaign | Estate Planning

The SECURE Act blew a hole through several common estate planning tools.

[NEW] Single-Topic Email | Arete – What’s Yours?

What does success look like to your clients and prospects?

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[NEW] Lead Gen Campaign | College Opportunity

Most parents want the best for their children, and often that includes a college education. But even high-net-worth parents can struggle with...

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[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

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[NEW] Market Update Campaign | Q1 2021 Financial Dashboard

Help your clients and prospects understand how markets performed in Q1 2021 with a simple, easy-to-understand overview of the quarter’s key metrics...