What’s In Store for May? (New Content)

The days are getting longer, and summer is just around the corner, and we are getting super excited about what’s in store. We can’t wait to kick off the month of May with brand new content for Lead Pilot users to tailor and share with their audiences.

This month’s articles offer a wide range of topics on everything from the American Jobs Plan to Medicare Coverage options that you can start sharing this awesome new content today!

Lead Pilot content

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:

  • Understanding Inflation in 2021: What Investors Need to Know
  • The American Jobs Plan Has Been Announced. Could You Be Impacted?
  • Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky
  • The Child Tax Credit 2021: What Changes Can Families Expect This Year?
  • Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
  • 5 Mother’s Day Gift Ideas for Every Woman in Your Life
  • The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
  • Asian American & Pacific Islander Heritage Month Is Here: Celebrating Impactful Asian Americans Throughout History
  • Think We’re a Good Match? A Helpful Guide for Referring Us to Your Friends & Family
  • Studies Suggest Womens’ Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life)
  • Retiring Soon? 5 Tips to Getting Started With the Business Transition Process
  • International vs. Global Funds: Investors Need to Know the Difference
  • May Is Military Appreciation Month: 5 Financial Tips For Every Military Family
  • What Are SPACS, and Should I Be Invested in Them? Your Questions Answered
  • Amidst COVID-19, Are You Putting Too Much Into Your Savings? Here’s The Compelling Reason to Start Spending More
  • What Is an NFT?

What is an NFT?

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

1. Public Educators

This short, ultra-targeted campaign is designed to address the specific pain points of educators working in a public school system.

TIPS To Get More Engagement With This Campaign:

  •  Include your contact information and logo at the bottom of the introductory email to customize and boost engagement.

Public Educators campaign

2. Annuities

With this campaign, you can help your pre-retiree and peak-career clients or prospects decide if an annuity may be a good fit for their retirement income strategy.

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 annuities. This can be a phone number, link to the contact page of your website or an online scheduler.
  • Include a strong call-to-action to make the email more enticing.

Annuities campaign


  • Active vs. Passive Investing: Do You Know the Difference?
  • Should You Establish an LLC, C-Corp or S-Corp?

Lead Pilot videos


  • 6 Habits of Highly Successful Credit Card Holders
  • 5 Reasons Why Women Need to Plan for Long-Term Care

Lead Pilot infographics

Canadian-Based Content

  • 4 Strategies Retirees Can Use to Avoid the OAS Clawback
  • Investing 101: What New Investors Need to Know

Lead Pilot 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).

Get All The Details Here

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.