Can you believe it’s December? We are so excited for the holiday season but with that comes a lot of hustle and bustle. So, before everything gets super busy, 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 estate planning in 2022 to maximizing your medicare deductions 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:
- Estate Planning in 2022: Do You Have These Documents Prepared?
- What Is a Living Trust?
- Maximize Your Medicare Deductions
- December is Identity Theft and Protection Awareness Month
- The Pros and Cons of Early Retirement Plan Rollovers
- College Funding Choices
- Give the Gift of Financial Knowledge: Best Books for Young Investors
- 5 Classic Rags-to-Riches Films
- Avalanche vs. Snowball Debt Repayment
What’s New In Lead Pilot?
Automated Drip Campaigns (and How to Edit Them for Higher Engagement!)
1. Year-End Checklists
The end of the year is coming up fast. This campaign covers easy ways to keep holiday and year-end spending on track while priming goal-setting and other financial concepts for the new year. Use this campaign to help your clients and prospects end the year right!
TIPS To Get More Engagement With This Campaign:
- Personalize your posts to best reach the niche
- 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.
Video
- The Power of Tax-Deferred Growth
Infographic
- 5 Financial Strategies for Savvy Single Women
Canadian Content
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.