Mutual Fund Review Campaign


You probably have clients and prospects in your database with mutual fund portfolios that are unsuitable in some way.
Perhaps they were sold to them by an adviser who failed to make a proper recommendation. Or, maybe their needs have changed and their portfolio should be updated.

Offering existing clients and prospects a complimentary mutual fund review is a great way to add value and add revenue at the same time.

This campaign includes:

  • Broadcast emails
  • Social media posts
  • Landing page with appointment-setting form
  • Thank You page
  • Confirmation email

Pro Tip: If you use an appointment scheduling tool, like TimeTrade or Calendly, you may also add your custom link to the Thank You page and confirmation email so recipients can book an appointment right away.

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Click here for more information on advertising or start this campaign by clicking the button below.