Happy New Year! We are so excited for 2022 and can’t wait to kick it off! So, to start the year off right, we wanted to stock your Lead Pilot and Content Assist libraries with new content so that you have it ready to tailor and share with your audience. From tips for investing in your health to your 2022 tax bracket and more, we’ve got it all. Check out what is new below!
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:
- January Is National Financial Wellness Month
- Your 2022 Tax Filing Season To-Do List
- How Your Money Mentality Should Change in Retirement
- Your Guide to Emergency IRA and 401(k) Withdrawals
- How to Invest in Your Health in 2022
- What Is My Tax Bracket for the 2022 Tax Year?
- 7 Best Podcasts for Thrifty Travelers
- Why Modern Portfolio Theory Still Matters
- What Savvy Investors Can Learn from their Cats
What’s New In Lead Pilot?
Automated Drip Campaigns (and How to Edit Them for Higher Engagement!)
1. 2022 Financial Checklist
2022 is here! This campaign covers information and strategies that help with budgeting, savings, taxes, retirement planning, and other key topics. Use this campaign to help your clients and prospects start the year on the right foot!
TIPS To Get More Engagement With This Campaign:
- Personalize your emails to best reach the niche
- Include your contact information and logo at the bottom of the introductory email to customize and boost engagement.
- 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.
Video
- The Rule of 72
Infographic
- Retirement Traps to Avoid
Canadian Content
- 5 Reasons Why You Might Retire Earlier Than You Planned
- Who Is Your Financial Mentor?
Where To Find the New Content
For individual content pieces [editorial, infographics and videos]:
- Login to your Lead Pilot account
- Click on the “Content” tab at the top of the dashboard to be taken to the library
- All the most recently added pieces will appear right at the top of the library
For multi-channel drip campaigns:
- Login to your Lead Pilot account
- Click on the “Campaigns” tab at the top of the dashboard to be taken to the library
- Click the purple “Create Campaign” button in the upper right-hand corner
- Choose “Curated Campaigns” in the pop-up
- 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:
- Visit Manage Posts
- Add New
- Content Assist.
- 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.
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).
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.
