Visual Insights Newsletter | Money Wisdom


$68 trillion will change hands over the next two decades and less than half of advisers have relationships with the next generation.1

Educate and entertain your clients and prospects about the importance of talking to the next generations of their family about wealth and give them the tools to do so in this delightfully designed Visual Insights Newsletter. The landing page features beautifully illustrated vignettes with a simple conversation starter designed to make it easy for adults to share their money wisdom with children and grandchildren. Each of the 4 emails in the series links to the landing page and presents additional context, engaging readers in a discussion about money wisdom and encouraging them to start those key conversations about money.

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 infographics, 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:

  • Infographic Landing Page With Email Capture Form
  • Teaser Email
  • Follow-Up Email
  • Social Media Posts

Personalize this campaign to entertain your clients & prospects now!