Timely Emails

Timely emails are designed to provide a warm, conversational take on recent events and offer insights into a long-term or behavioral perspective. They're written as though the advisor is having a personal conversation with a client and are designed to be launched within two weeks of creation.

Single Topic Emails

Single emails are designed to offer a dive into an important financial topic, regulatory change, or advisor use case. They have a longer shelf life than timely emails. They're written in a conversational style that breaks down complex financial topics in a simple way and promotes conversations with the advisor.

Visual Insights Newsletters

Visual Insights Newsletters revolve around interesting and entertaining insights on current topics designed to help advisors wow clients and nurture prospects. Each one is backed by research and designed to be highly shareable. They’re part of a larger campaign meant to dazzle readers while informing them—quickly. They include landing pages and social media promotions to help advisors build bigger email lists and get the word out about their firm.

Personal Connection Videos

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping advisors face-to-face and top of mind with the people who matter most to their business. These include a pre-written script advisors can tweak or use as-is to record a video with their tool and hosting platform of choice. All they have to do is plug in the embed code and we do the rest to create an easy way to distribute their personalized message via a Video Landing Page, email, and social media posts.

Lead Generation Campaigns

Lead Generation Campaigns lead by offering a helpful piece guide, tool, resource, or piece of content that is gated behind an opt-in. The content is usually for a specific audience, and is highly actionable and compelling. Additionally, there are opportunities throughout the message (the tripwire page) for a lead to book an appointment with the advisor.

Prospect Engagement Campaigns

Prospect Engagement Campaigns aim to continue the conversation between the advisor and prospects who elected to hear more from the advisor (usually through a Lead Generation Campaign). These campaigns go more in-depth into the topic/theme of a Lead Generation Campaign, and are normally promoted exclusively via email. The aim is to deepen the relationship, and provide a call to action to book an appointment with the advisor.

Quarterly Financial Updates

Quarterly updates are multi-channel campaigns designed to break down the previous quarter's market performance and this quarter's economic expectations into a five-minute read. The copy is brief, informative, and simple to understand.

Event Campaigns

Event Campaigns take the hassle out of promoting events. They include promotional emails and social posts, as well as, event sign-up pages. Each one touches on a specific theme (e.g. finance, shred party, social security, professional gathering, taxes, etc).