Discover our library of compliant email campaigns
Use our pre-built campaigns for automated email marketing that saves you time and keeps your clients and prospects engaged. Simply turn on our email campaigns and automatically send beautifully-designed and responsive emails featuring content from our fully compliant content library.
Monthly Market Insights
Keep your network up-to-date on the markets with this video report featuring an overview of the previous month’s market performance and a glance at the month ahead. Available to send via email and social media.
Frequency: First week of each month
Video of the Month
Build a reputation as a financial expert with informative and entertaining video emails that simplify complex topics––from retirement to estate planning––and keep you top of mind.
Frequency: Third week of each month
Happy Birthday
Effortlessly send a greeting to each client on their special day. The automated email contains financial tips and fun facts relevant for their age and life stage.
Frequency: Annual
Pre-Retiree Primer
Educate clients approaching retirement on important topics like estate planning and social security. This series bridges the gap between wealth accumulation and distribution.
Frequency: Every other month
Holiday Greetings
Never miss a holiday again with themed Independence Day, Memorial Day, Labor Day, Thanksgiving, December Holidays, and New Year’s Day emails––sent even while you’re on holiday!
Frequency: Six times a year
Referral Campaign
Drive new business with quarterly emails that invite your clients to refer you to their friends and colleagues.
Frequency: Once per quarter
Free Up Your Time With Email Campaigns
Let us show you how to nurture clients, attract leads, and start building a scalable, relationship-based business.
