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Nurture Campaign for Lead Gen

Edelman Financial Services - October 26, 2018

This campaign begins with a kick-off email to a list of people, who have interacted with us before. We ask them to select the category that best suits their situation:

  1. Getting started (just now starting to think about their future retirement)

  2. Long-term (have a long way to go before they retire)

  3. Short-term (at or near retirement)

Three more emails are sent to each category, along with helpful content for where they are on their personal road to retirement. We also offer them a Free Retirement Review. This further amplifies our desire to provide a valuable service at no cost or obligation -- and, after being treated with care and respect, we hope to earn their trust and they will choose Edelman Financial to manage their investments.

Segmenting this list, we will be able to deliver on-going, useful content to help them with their retirement strategies -- and to underscore our desire to serve them as their advisor and asset manager when they are ready for such a service.