You’re In Luck…New Content is Here (March Edition)

You’re in luck! 🍀 We have stocked your Lead Pilot and Content Assist libraries with new content so that you have it ready to tailor and share with your audience this month. From tax strategies for high earners to investment strategies for women 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:

• How March Madness Is Like Investing
• What Is the Difference Between a Tax Credit and a Tax Deduction?
• Tax Strategies for High Earners
• Think Flood Safety this Spring
• 5 Empowering Investment Strategies for Women
• How to Back Up Your Financial Documents
• The Great Resignation: By the Numbers
• 7 Best Films About Retirement
• The Ebike Tax Credit Is Here! What Ebike Is Right for You?
• A Note on the Conflict in Ukraine
• Ukraine, Inflation, and the Fed

What’s New In Lead Pilot?

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

1. The Sandwich Generation
This LinkedIn campaign is for the Sandwich Generation, those of us who are “sandwiched” in between two financial stresses: dependent children and aging parents who may have caregiving or financial needs. The campaign positions you as a subject matter expert and go-to for important questions about finances and the difficult conversations required for good decisions. In doing so, you can engage in conversations with prospects and showcase the value of working with financial professionals in every aspect of their financial lives.

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

• Extended Care: A Patchwork of Possibilities

Infographic

• • 5 Benefits of Working in Retirement

Canadian Content

• Canadian Registered Retirement Savings Plans vs. Tax-Free Savings Accounts
• Are You Eligible for the Canadian Investor Visa?

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.