Category: Prospect Engagement

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

Do you want to connect with government employees who will be retiring? This campaign is for you.

Retirement is an exciting time, but for government employees getting all the paperwork right can be a headache. 

There is so much information they have to go through to make sure they are setting themselves up for retirement success. 

This campaign builds credibility and invites prospects to a have a FREE 1-on-1 Retirement Plan 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.

The campaign publishes content over 6 weeks.

This campaign 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

 

Continue reading [NEW] Prospect Engagement | Government Employees

Highlight the benefits of tax planning with this email-based campaign that educates, informs, and engages prospects on your list.

“Will I likely be paying more in taxes in the coming years?”

Help prospects feel confident they can find hidden opportunities in any tax climate with a free 1-on-1 Tax Savings Session with you. 

Emails position you as the right source for help and offer a free appointment to discuss their tax 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.

This campaign 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] Prospect Engagement | Tax Opportunities

Highlight the benefits of financial empowerment for women with this email-based campaign that educates, informs, and engages prospects on your list.

Connect with women who find talking about their finances daunting 

When it comes to money, many women feel:

• Afraid to ask “stupid” questions or are not sure what to ask
• Money is a taboo topic 
• Overwhelmed by the options and questions

These “money blocks” stop many women from getting the answers they need to feel confident about their finances. 

This new lead qualification campaign for women offers a free 1-on-1, Financial Empowerment Session with you. 

This session will help prospects overcome any money blocks they may have. 

This campaign will help you continue the conversation with prospects and bring them deeper into the awareness funnel. 

Emails position you as the right source for help and offer 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

Use case: As this campaign is targeted at women we advise that you only send it if you have segmented your list. 

This campaign is specifically designed for Snappy Kraken members using the AdAboost Online Advertising Program. 

If you’re interested in finding out more about adding to your list of contacts through done-for-you Facebook advertising, click here. 

Continue reading [NEW] Prospect Engagement Campaign | Women’s Money Blocks

For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.

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

 

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | 401(k) Rollover

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:

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

401(k)s are the cornerstone of retirement savings.

And email is the cornerstone of great marketing.

So we married the two in our latest Prospect Engagement Campaign.

This campaign is targeted at high-earning prospects looking for retirement advice.

A series of emails will get them thinking about their 401(k) with questions like:

• When should you retire vs. when can you retire?
• Which investments are optimal at every stage from now until retirement?
• Which blended tax strategy is right for you?

Driving them to set up a retirement planning session with you.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Personal 401(k) Planning

We probably sound like a broken record, but email is king when it comes to marketing.

Which is why it’s the cornerstone of our Prospect Engagement Campaigns.

Previously they’ve focused on Estate Planning and Asset-Map.

But this one casts a broader net.

It’s designed to drive brand new leads, no matter where they came from, to book an appointment with you.

8 emails go out to prospects over the course of 29 days, each designed to highlight a pain point and create an emotional reaction that lands them on your calendar.

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | Dynamic Lead Follow-Up