Feeling Lucky About This Month’s Content (March Edition)

March is here, and we’re so excited to kick off the month and share our new articles! 🍀 From spring cleaning your finance to handling an unexpected tax bill and more, we think you’ll love this month’s content.

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

Editorial Content

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

• How March Madness Is Like Investing
• Think Flood Safety this Spring
• 7 Ways to Spring Clean Your Finances
• 5 Steps for Handling an Unexpected Tax Bill
• 5 Classic Rags-to-Riches Books
• Estate Planning Tips for Blended Families
• Does the 4% Rule Hold Up?
• What are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?

What’s New In Lead Pilot?

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

1. Preparing for Tax Season
March is Women’s History Month! It’s a great opportunity to connect with women investors at every stage of their journey. Use this campaign to pose provocative questions, connect with clients during life transitions, and capture new leads.

TIPS To Get More Engagement With This Campaign:

• Personalize your posts to best reach the niche
• Ask questions and use engaging headlines to generate conversation on your posts
• 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

Canadian Content

• What Parts of the Canadian Economy Are Most (and Least) Impacted By Inflation?
• Hidden Healthcare Costs for Canadian Retirees (and How to Prepare)

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

If you’re a current Twenty Over Ten customer, you already have access to this service adding Content Assist to your site is easy.

Once logged into your Twenty Over Ten dashboard:

1. Visit Manage Posts
2. Add New
3. Content Assist.
4. If you are a current customer and need help unlocking Content Assist on your site, check out this step-by-step guide.

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