Author: Tyler Meunier

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[NEW] Personal Connection Video | Is Life Insurance Worth the Money?

“Do I really need life insurance?”

It’s a big question, and we’ve created a simple video script that helps you answer it for your clients and prospects.

It will help them reflect on key questions about their financial, family, and life goals.

The video is super-easy to make.

We’ve written the script – you just need to make it yours!

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | Is Life Insurance Worth the Money?

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[NEW] Prospect Engagement Campaign | 8-Week Prospect Nurturing

Prospects sometimes go cold.

It’s part of this cruel, unforgiving game we call marketing… but they don’t have to stay that way.

We’ve created an 8-week prospect nurturing campaign that’s designed to warm up cold leads, remind them of the value in working with a financial adviser, and land them on your calendar.

The 8 emails are designed to grab the prospect’s attention and get them to take action.

But that’s not all.

If you want them to see that beautiful face of yours, there’s an optional Personal Connection Video designed to run in tandem with the email sequence, which builds an even stronger connection.

More about this campaign:

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[NEW] Visual Insights Newsletter | Creative Alternatives to Traditional Retirement

Retirement can trigger all sorts of emotions for people.

For some, there’s anxiety around having enough money or losing their purpose.

Others love the idea of not being tied to the shackles of a 9 to 5 – having the freedom to do what they want.

The reality is that retirement can look very different these days.

People no longer have to settle for the golden handshake and be put out to pasture.

They can fill their life with things they’re passionate about – including work.

That work can look totally different to what they’ve spent their life doing. They can consult, start a small business, work part-time or learn something completely new.

There really are no rules to retirement these days, and this month’s Visual Insights Newsletter – Creative Alternatives to Traditional Retirement – will shed light on an alternative view.

Continue reading [NEW] Visual Insights Newsletter | Creative Alternatives to Traditional Retirement

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[NEW] Social Prospecting Campaign | Business Owners

We certainly are in uncertain times, and having to make critical business and financial decisions can be overwhelming for people.

It can be especially challenging for those business owners looking to retire and wanting to make the right decision for their financial future.

This social-only campaign will help your prospects understand that, amidst uncertainty, the best thing they can do is get a different perspective from a professional.

More about this campaign:

Continue reading [NEW] Social Prospecting Campaign | Business Owners

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[NEW] Single-Topic Email | Taper Tantrum Part Deux?

The Federal Reserve might start “tapering” soon.

Is it the end of the good times?

The last time the Fed tapered in 2013, during the recovery from the 2008 financial crisis, markets panicked and pitched a “taper tantrum.”

That’s because traders worried that less Fed support would hurt fundamentals and potentially cause a downturn.

But it didn’t.

And it’s unlikely to be the end of the world this time either.

Corrections are always something we should expect. They happen regularly and are a natural part of markets.

Keep your clients and prospects engaged with your perspective on what could be in store for the economy by sending our latest timely email: Taper Tantrum Part Deux?

Continue reading [NEW] Single-Topic Email | Taper Tantrum Part Deux?

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[NEW] Lead Gen Campaign | HNW Investors “Perfect Cocktail”

Who doesn’t like to attract high-net-worth clients into their business?

We’re excited to help you do just that with our new lead generation campaign you can put to use right now!

This compelling campaign dangles a high-value offer that investors with a portfolio between $500k to $2M will find hard to resist.

It’s designed to make you stand out and attract the attention of new prospects.

And it will help you nurture existing prospects.

Continue reading [NEW] Lead Gen Campaign | HNW Investors “Perfect Cocktail”

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[NEW] Personal Connection Video | 3 Critical Business Mistakes

It’s hard work running a business.

There are so many things to do and decisions to make.

Mistakes are inevitable.

This Personal Connection Video campaign highlights the 3 common errors business owners make:

  • Not knowing what kind of business structure or entity to set up
  • Not thinking about their exit strategy
  • Not paying themselves the right way

The aim of the campaign is not to create further anxiety but to provide reassurance.

Want to see how it works? Check out this video overview of our Personal Connection Videos:

Continue reading [NEW] Personal Connection Video | 3 Critical Business Mistakes

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[NEW] Single-Topic Email | How Far We’ve Come

If your contacts spend too much time watching the news, they’re probably walking around in a HAZMAT suit, inside their house, under a giant dome.

Thankfully, you aren’t the news.

Help them out by being the voice of reason that puts the Delta Variant and the progress we’ve made since this time last year, in perspective with our latest timely email.

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[NEW] Lead Gen Campaign | Executive Compensation Opportunities

Executive compensation packages are getting complex, to the point of being almost ridiculous.

And there can be ticking time bombs with these kinds of plans if they aren’t structured properly.

Something your high-income prospects might not know about… but they should.

That’s why this lead gen campaign highlights the value you can give to a prospect by helping them with their compensation package planning.

Continue reading [NEW] Lead Gen Campaign | Executive Compensation Opportunities

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[NEW] Visual Insights Newsletter | Simple Life Upgrades

They say the best things in life are free.

And they’re probably right.

Having money is great, and more money can equate to more happiness – sometimes.

But the happiness it buys is inherently limited.

Many things that can improve happiness and make life fulfilling have nothing to do with money. And many of these simple life upgrades could already be within reach.

This engaging edition of the Visual Insights Newsletter delves into a few of the shifts in mindset and practice that can truly make a difference in your clients’ and prospects’ lives.

By demonstrating empathy and support for your audience’s entire life, you expand the value of your relationship and build trust.

Continue reading [NEW] Visual Insights Newsletter | Simple Life Upgrades