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Life Stage Insights
tM
Introducing LifeFocus
A transformative approach to lead generation and client nurturing that leverages life stage data to get the right messaging to the right contacts at the right time.
The old way
  • One size fits all

  • Similar to other advisor messaging

Generic Financial Content

  • Untargeted campaigns

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  • Low response rate

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With LifeFocus
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  • Unique content and insights

  • Resonates with client life priorities

  • Differentiated from other advisor messaging

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Have young children

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Giving is a priority

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Prospect

  • Highly personalized campaigns targeted to contacts based on life stages, events, and priorities.

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  • High engagement

  • Deeper client relationships

  • Connection to top client needs.

Try Life Stage Insights   for Free

TM

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No credit card required