Category: Timely Emails

3 min read

[NEW] Fed Signals: Economic Shifts Ahead - Timely Email

This timely email breaks down recent signals from the Fed and economic indicators that suggest the economy may be slowing, and interest rate cuts...

2 min read

[NEW] Retirement Income Planning Guide - Lead Generation Campaign

This campaign helps advisors turn retirement confusion into confidence. The Retirement Income Planning Campaign is built for prospects who are in or...

2 min read

[NEW] Economy Slows, Stocks Soar - A Market Paradox Explained - Timely Email

This email tackles a market paradox: the economy is showing signs of slowing, yet stocks keep soaring. It breaks the paradox into three clear...

1 min read

[NEW] Individual Stock Risk: What the Research Shows - Timely Email

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking. It reveals just how rare the big...

2 min read

[NEW] What the New Tax Bill Could Mean for You - Timely Email

This email gives clients and prospects a calm, clear-eyed look at how a massive new tax law could impact their finances—and positions you as the...

1 min read

[NEW] Worried About Buying at the Top? - Timely Email

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs. The message reinforces...

1 min read

[NEW] Connecting with the Next Generation - Email Communication

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning. By highlighting the...

2 min read

[NEW] Market Volatility and Global Events - Timely Email

Markets are reacting. Here’s how to help clients and prospects stay grounded. This campaign tackles a tough topic—escalating Middle East conflict—and...

1 min read

[NEW] Housing Market Cooling - Timely Email

The housing market is cooling, and this timely email helps advisors use that shift as a smart touchpoint to connect, build credibility, and invite...

1 min read

[NEW] Your Move, Fed - Timely Email

Educate your clients and prospects about navigating market volatility with confidence and long-term strategies.