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Enlighten clients and prospects by revealing their money personality.
Most people would rather talk about politics, their health, and their relationships before they tell you about their finances.1
Some of us don’t want to make others uncomfortable by bringing up what we have. And most of us simply didn’t grow up talking about money.2
That taboo can create a bubble of silence around money talk. And it can skew our perspective and feelings about money.1
It can also prevent us from ever really getting to know our own money personality.
We all have a money personality that’s distinct to us. It’s shaped by genetics, our individual experiences, and other factors.3,4
And it affects everything from how we feel about money to how we choose to use it.
Revealing how our money personality shapes our views and financial choices is the focus of this month's Visual Insights Newsletter.
This campaign provides content over 21 days.
The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.
Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.
To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them—quickly.
It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.
This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!
Each Visual Insights Newsletter campaign delivers the following:
- Landing Page With Email Capture Form
- Promotional Emails
- Confirmation Email
- Follow-Up Email
- Social Media Posts
Personalize this campaign to engage and entertain your clients & prospects now!
References:
1 – https://www.ncrc.org/the-atlantic-why-so-many-americans-dont-talk-about-money/
2 - https://mint.intuit.com/blog/planning/this-is-how-many-people-dont-talk-about-their-finances/
3 - https://www.cnbc.com/2021/04/28/7-money-personality-types-and-the-pitfalls-of-each.html
4 - https://wellbeing.lifeworks.com/newsletter-content/understanding-and-improving-your-money-mindset/
More about this campaign:
Title: What Is Your Money Personality?
Type: Visual Insights Newsletter
Description: Offer interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects.
Target Audience: Clients and prospects
Running Time: 21 days
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