Spring Is Coming, And So Is New Content (March Edition)

It’s been a long, cold winter, and we finally feel like spring is around the corner. We are so excited to kick off the month of March with brand new content for Lead Pilot users that you can tailor and share with your audiences.

Our content team released more than 20 new pieces to the Lead Pilot library for you to start using to best fit your business needs. This month’s topics range from the upcoming tax season and offering 401(k) plans to cryptocurrency and so much more!

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:

  • On Feb. 22, Changes to The Paycheck Protection Were Announced. Here’s a Quick Summary For Small Business Owners
  • Rain, Snow & Ice: 4 Tips For Preventing an Insurance Claim This Winter
  • Feb. 12 Marked the Start of Tax Season. Here Are 8 Steps to Take Before You File
  • Your 2021 Tax Season To-Do List
  • Tax Planning Tips For Investors: 6 Things to Keep in Mind for the 2021 Tax Season
  • Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind
  • 62, 70 or Somewhere In Between? It’s Time to Answer the Question Once and For All: When Should I Claim Social Security
  • Women, Wealth & COVID-19: How the Pandemic Has a Fueled a “She-Cession
  • Should You Offer Your 401(k) Plan Participants an Annuity?
  • Cryptocurrency & 401(k) Plans: Is Bitcoin in Your Plan’s Future? (Employees May Soon Start Asking)
  • You’ve Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?
  • If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?
  • Phantom Stock for Company Executives: Why It’s Not as Scary as It Sounds
  • Active vs. Passive Investing: It’s Time to Understand the Difference Once and For All
  • You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

Lead Pilot campaigns

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

1. Socially Responsible Investing
Socially responsible investing has grown in popularity in recent years. This email campaign will help to answer your client’s questions regarding what SRI is and whether or not it may be right for them.

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 investment questions. This can be a phone number, link to the contact page of your website or an online scheduler.

Socially Responsible Investing

2. HNW/UHNW LinkedIn
High-net-worth clients and prospects have complex financial concerns. With an emphasis on those who are still in their prime earning years, this campaign addresses these concerns through engaging and informative LinkedIn posts.

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.
  • This niche is usually an early adopter of emerging products, which includes digitally-delivered services and technology, so make sure you are catering to this.

HNW/UHNW campaigns


  • Loan 101: What Is a Mortgage?
  • Regret Your Most Recent Purchase? 3 Tips to Avoid Buyer’s Remorse

Lead Pilot videos


  • Retirement Plans for the Self-Employed: A Comparison
  • 5 Steps to Establish and Maintain a Budget for Your Startup

Lead Pilot inforgraphics

Canadian-Based Content

  • Considering Moving Closer to Your Kids?
  • Canada’s Housing Market Is Predicted to Boom In 2021. Is Now the Time to Buy, or Should You Keep Renting?

Canadian content

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.