Category: Campaign Releases

From Lead Generation to Personal Connection Videos, check out all of the latest Snappy Kraken Campaign Releases here.

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[NEW] Millennial Money Moves Prospect Engagement Campaign

Do you want to connect with prospects who are under 45 and interested in investing? This campaign is for you.

Many people under the age of 45 let the most critical investing (and savings) years of their lives go by. 

But doing nothing will get them nowhere. 

This campaign educates prospects about the importance of investing while they’re young so they can reap the benefits when they’re older. 

It encourages them to book a FREE, no-obligation, 1-on-1 Modern Wealth Assessment with you. 

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 6 weeks and includes:

  • 5 emails promoting the value of your advice
  • 1 appointment page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email that confirms the request was received

Continue reading [NEW] Millennial Money Moves Prospect Engagement Campaign

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[NEW] Visual Insights Newsletter – Retirement Trends

A lot can change in 25 to 30 years, including retirement. 

In fact, whether you or your kids retire by 2050, the future of retirement could look quite different from retired life today.

Why?

Longer life spans, climate change, and technology will shake things up in big ways, altering when, how, and where folks retire. And those changes could make retirement better, longer, and more complicated in the future.

So, how will retirement be different by 2050?

This month’s Visual Insights Newsletter will answer that question, sharing 6 to 8 ways retirement is expected to evolve over the next three decades. Highlighting changes in retirement age, income, health care, and location in the future.

This campaign will also share some fun lifestyle trends related to food, transportation, and travel for retirees of 2050.

The key message will center on planning ahead, staying flexible, and adapting to evolving circumstances. Acknowledging that things can change unexpectedly and that no one can ever fully predict the future.

The VIN will position the financial professional as a confidant, coach, and counselor, who can help folks plan for their retirement years and make financial choices that empower them to live their best life in retirement.

Continue reading [NEW] Visual Insights Newsletter – Retirement Trends

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[NEW] Recession Investing – Lead Generation Campaign

Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the download follow-up emails to engage with prospects.

Do you want to connect with investors worried about the effects of a recession on their portfolio? This campaign is for you.

A recession is looking likely and some investors are starting to panic. 

Cut through the noise and attract fresh prospects with a campaign that offers a free guide: 

Recession Coming? 3 Steps to Escape Portfolio Panic (+ 2 Ugly Mistakes to Avoid at All Costs).

Nurture existing prospects by highlighting why they mustn’t panic amid the volatility – emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve. 

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by encouraging investors to be prepared for a recession and to avoid panic at all costs. 

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offer a free appointment to discuss their retirement questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

The campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget

Continue reading [NEW] Recession Investing – Lead Generation Campaign

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[NEW] Women’s Money Myths Lead – Lead Generation Campaign

Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads.

Do you want to connect with women interested in investing? This campaign is for you.

Many women often feel intimidated, overwhelmed, and anxious when they think about money.

Money management companies have marketed their services to sound so complicated they feel like they can’t do it without them.

But this couldn’t be further from the truth!

Cut through the noise and attract fresh prospects with a campaign that offers a FREE guide: Money IS for Women: 3 Wild Truths and 2 Worn Out Fairy Tales.

The guide reveals: 

  • How a woman’s finances can be effortless (and who makes it seem complex)
  • A too-simple-to-be-true money system to transform how women think about wealth
  • Why do intelligent women think “I’m not good at money” 

Nurture existing prospects by highlighting that finances don’t need to be daunting or complex, emphasizing your ability to help them make the right choices. 

The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by explaining what could happen if prospects leave their finances up to someone else.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offer a free appointment to discuss their retirement questions. 

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks.

Use this campaign if you’ve got a prospecting list and social media presence. If you don’t have a list segmented by gender, you can simply launch this by social media.

The campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget

Continue reading [NEW] Women’s Money Myths Lead – Lead Generation Campaign

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[NEW] Timely Email: Bear Market, Now What?

Stocks slid into bear market territory after a bad May inflation report showed that prices rose at the fastest pace since 1981.

And there’s a good chance your clients and prospects are freaking out.

This Timely Email is a calm reminder to not to make any irrational, short-term decisions about their investments.

It reassures them that…

  1. Much of the market pullback could be a correction for the pandemic high-flyers
  2. Bear markets don’t last forever – on average, about 15 months
  3. Half of the market’s best days have occurred during a bear market

And much more.

And if they’re still feeling nervous, it encourages them to reach out to you.

 

Continue reading [NEW] Timely Email: Bear Market, Now What?

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[NEW] Personal Connection Videos | Recession Worries?

Connect with clients and prospects with this Personal Connection Video campaign and help them to keep calm about a pending recession. 

This campaign conveys three things people need to consider if they start to panic – these are:

  1. Avoid knee-jerk reactions
  2. Revisit their risk tolerance and portfolio
  3. Reach out for advice and reassurance

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

Continue reading [NEW] Personal Connection Videos | Recession Worries?

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[NEW] Timely Email: Uncertainty vs Reality

Use this simple email to offer clients and prospects your perspective on uncertainty and what factors could impact stocks next.

Ask a philosophical question for your clients and prospects with this email and offer some answers to the following questions:

  • What’s up with inflation?
  • What’s driving markets?
  • Is the world actually more uncertain right now?

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: Uncertainty vs Reality

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[NEW] Visual Insights Newsletter – Silver Linings of Uncertainty

 What does uncertainty do to you? How does it make you feel and react? Most of us can’t stand it. We get anxious, stressed, and freaked out by it. We’d much rather have the comfort of certainty. And some of us will go pretty far out of our way to get it. But that could be a mistake. Why?

This month’s Visual Insights Newsletter will answer that question, looking at how uncertainty can actually be good for us.

Spotlighting the silver linings of uncertainty and offering a fresh perspective on the unknown, the VIN will focus on novel opportunities to learn, challenge ourselves, and grow in uncertain times.

The key message will center on resilience, how to leverage uncertainty, and how to thrive outside of our comfort zone in the face of the unknown. Acknowledging that uncertainty is unavoidable, the VIN will position the financial professional as a mentor, counselor, and resource who can help folks stay focused on the big picture and make better financial choices as they navigate the uncertainties of life and the markets.

Continue reading [NEW] Visual Insights Newsletter – Silver Linings of Uncertainty

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[NEW] Timely Email: It’s Going to Be Ok

Use this simple email to tell clients and prospects that you’ve got their backs.

The last few weeks (and months) of volatility have told us that we’re looking at tough times. 

This is a quick email to send hope to your list.

Let them know that even through volatile markets, high-interest rates, and uncertainty, It’s going to be ok.

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

Continue reading [NEW] Timely Email: It’s Going to Be Ok