Category: Campaign Releases (24)

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[NEW] Lead Gen Campaign | Personal 401(k) Planning

401(k) advising is likely nothing new to you.

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[NEW] Lead Gen Campaign | Asset-Map

How many times have your clients told you their finances were just too complicated to understand?

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[NEW] Personal Connection Video | Asset-Map

Have you checked out the Asset-Map Lead Generation and Prospect Engagement campaigns?

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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?