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April Showers Bring New Content (April Edition)

Spring has officially sprung, and we couldn’t be happier!  We are super pumped to kick off the month of April with brand new content for Lead Pilot users that you can tailor and share with your audiences.

In addition to the usual 20 new pieces, our content team has released bonus pieces to the Lead Pilot library for you to start using to best fit your business needs. This month’s articles offer a wide range of topics on everything from retirement planning to tax planning that you can start sharing with your audience today!

Content in Lead Pilot

What’s New in Lead Pilot This Month? Let’s Explore:

Editorial Content

Here is a roundup of all the titles we’ve added this month:

  • COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
  • April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?
  • A Federal Wealth Tax Has Been Introduced in the Senate. Here’s What Affluent Families Need to Know
  • The American Rescue Plan Act Has Passed: Here’s an overview of the $1.9 Trillion Stimulus Plan
  • If Your Company Was Financially Hit During COVID-19, Is It Okay to Offer Unpaid Internships?
  • If COVID-19 Made it Abundantly Clear That Your House Could Use a Furry Friend, Here Are 6 Ways to Save on Pet Adoption Costs This Year
  • Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind
  • The Odds of Winning the Lottery Are Slim, Yet Billions of Dollars Are Gambled Each Year. Why Is That?
  • Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here’s What to Start Doing Differently Right Now
  • You’re Biased Toward Your Own Money. Here’s What We Can Do About It
  • Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now
  • 5 Black Corporate Business Leaders to Watch in 2021
  • LLC, C-Corp or S-Corp? A Guide to Protecting Your Business Assets
  • COVID-19 May Impact Social Security Benefits for Some. Here Are 5 Ways to Help Fill the Gap
  • If You’re Staying Home This Summer, Here Are 7 Home Improvements to Consider This Spring
  • Ready to Receive Your Tax Refund? 3 Financially Savvy Ways to Spend Your Refund Amidst COVID-19

Lead Pilot content

Automated Drip Campaigns (and How to Edit Them for Higher Engagement!)

1. 401(k) Plan Sponsors

With this campaign, you can connect directly with your small business owner clients who are interested in establishing a 401(k) plan for their employees. This email campaign covers a wide variety of topics, from important steps to establishing a plan to exploring options like cryptocurrency and annuities.

TIPS To Get More Engagement With This Campaign:

  • In the opening email, include contact information for your firm so that they know they can reach out to you with any questions involving their 401(k) plans. This can be a phone number, link to the contact page of your website or an online scheduler.

Lead pilot campaigns

2. Corporate Executives

Corporate executives are powerful, high-earning employees with special financial concerns. Use this campaign to connect with executives and address some of their biggest pain points – like equity compensation, saving for retirement and more.

TIPS To Get More Engagement With This Campaign:

  • In the opening email, include contact information for your business so that they know they can reach out to you with any questions involving their 401(k) plans. This can be a phone number, link to the contact page of your website or an online scheduler.
  • Thursdays have been found to be the best time to send an email (measured by open rates) – meaning you may want to start this weekly email campaign on a Thursday.
  • Because this campaign is hyper-specific, every piece of content has been adjusted to speak directly to corporate executives – this includes titles, statistics and references within the article. If you’re looking to customize this campaign even further, consider adding in more specifics, such as location or region to the articles themselves and social sharing descriptions.

Lead Pilot campaigns for corporate executives

3. April Is Financial Literacy Month (Facebook)

This 7-day campaign can be shared with your Facebook followers any week in April. It begins with an introductory email encouraging clients and prospects to follow you on Facebook and join in on the conversation. Every day for one week, this campaign shares an important article or video pertaining to financial knowledge and literacy.

TIPS To Get More Engagement With This Campaign:

  • Interact with commenters, especially where you encourage engagement within the post. For example, when sharing an article, ask members of your firm to get the ball rolling by commenting on the post.
  • Schedule customized, personable posts on certain days to your followers. Include pictures of your family or your team doing fun activities to celebrate literacy month.

Lead Pilot campaigns

4. April Is Financial Literacy Month (LinkedIn)

This 7-day campaign can be shared with your LinkedIn followers any week in April. It begins with an introductory email encouraging clients and prospects to follow you on LinkedIn and join in on the conversation. Every day for one week, this campaign shares an important article or video pertaining to financial knowledge and literacy.

TIPS To Get More Engagement With This Campaign:

  • Remember to interact with commenters, especially where you encourage engagement within the post. For example, when sharing an article, ask members of your firm to get the ball rolling by commenting on the post.
  • Schedule customized, personable posts on certain days to your followers. Include pictures of your family or your team doing fun activities to celebrate literacy month.

Financial Literacy Month campaign for Linkedin

Videos

  • Should You Buy a Home or Keep Renting?
  • What Happens When You Die Without a Will?

Lead Pilot videos

Infographics

  • Received an Inheritance? 4 Steps To Take Next
  • 4 Common Types of Mortgages Every First-Time Homebuyer Should Know About Infographic

Lead Pilot Infographics

Canadian-Based Content

  • An Introductory Guide to the Canada Pension Plan (CPP) For Retirees
  • A Young Canadian’s Guide to Preparing For Retirement
  • 7 Reasons Why It’s Finally Time to Stop DIY Investing and Hire a Financial Advisor
  • Applying For a CPP? 4 Next Steps to Take
  • What Should You Do If You Inherited an RRSP? A Simple Guide to a Complicated Question
  • If You’re a Caregiver For Your Loved One, Consider These Benefits the Canadian Government Has to Offer
  • Should You Incorporate Your Business? Weigh These Pros & Cons First

Canadian content Lead Pilot

Where To Find the New Content

For individual content pieces [editorial, infographics and videos]:

  1. Login to your Lead Pilot account
  2. Click on the “Content” tab at the top of the dashboard to be taken to the library
  3. All the most-recently added pieces will appear right at the top of the library

For multi-channel drip campaigns:

  1. Login to your Lead Pilot account
  2. Click on the “Campaigns” tab at the top of the dashboard to be taken to the library
  3. Click the purple “Create Campaign” button in the upper right-hand corner
  4. Choose “Curated Campaigns” in the pop-up
  5. The two most recently added campaigns will be at the top of the page

Be sure to check back next month – we’ll fill you in on even more exciting updates and new content drops.

Like What You See, But Don’t Have Lead Pilot Yet?

We’re offering access to all this content and so much more for advisors to use via Lead Pilot for 7-days completely free (even on our month-to-month plans).

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About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

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