Financial Advisor Marketing Strategies | Snappy Kraken

Financial Spring Cleaning - Visual Insights Newsletter | Snappy Kraken

Written by Tyler | Feb 3, 2021 5:00:00 AM

Spring is in the air, and hopefully that means warmer weather and the opportunity to open our windows and air out our homes. It’s also a time when we think about cleaning and decluttering.

Lean into your clients’ and prospects’ seasonal “Spring cleaning” urges with this Visual Insights Newsletter, which takes a topic that could be dull or overwhelming — financial decluttering — and breathes fresh air into it by breaking it into 7 simple, actionable steps.

These 7 steps not only clear the financial clutter, they can help readers save money and clarify their long-term goals. Plus, the customizable Financial Lesson lets you add your own spin to make an authentic connection with your readers.

 

 
 
 

 

More about this campaign:

Title: Financial Spring Cleaning

Type: Visual Insights Newsletter

Description: This Visual Insights Newsletter offers clients and prospects 7 practical steps to declutter their finances to save money and reach their long-term goals.

Target Audience: All clients & prospects.

Primary Outcome/Action: Engagement – Opening the emails and consuming the content on the page.

Secondary Outcome/Actions: Asking a question, signing up, sharing, forwarding email, etc.

Running Time: 21 days.

 

The Visual Insights Newsletters are our most popular resource. We design them to not only provide timely and practical information in a visually compelling way, but to establish a connection with your subscribers. Be sure to take advantage of the customizable Financial Lesson, which allows you to share a bit of personal information to make that connection even stronger.

Want to see all the work that goes into a Visual Insights Newsletter, check out our recent episode of Behind the Campaign about them.

To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.