Current Campaign Outline

Jan 21

Written By Timothy Cortez

The complete strategy I’ve built for promoting my financial coaching services. Laid out for you to utilize.

1. Optimize Your Online Presence

Website (Squarespace)

Homepage:

Clear headline showcasing your expertise (e.g., "Helping You Build Financial Freedom and Legacy").

Call-to-action (CTA) buttons leading to discovery calls, free resources, or services.

Highlight your services, testimonials, and lead magnets like the Vision Worksheet, Budget Template, or ebook.

Service Page:

One comprehensive page detailing your services: financial coaching, IUL policies, annuities, and life/health insurance.

Include clear descriptions, benefits, and CTAs for each service.

Pricing transparency or a "Get a Quote" option for insurance services.

About Page:

Share your story, certifications, and approach to financial coaching.

Build trust by emphasizing your Robbins Madanes training and expertise in IUL policies and annuities.

Blog:

Publish educational content on budgeting, investments, debt reduction, and insurance planning.

Use SEO-friendly topics like "How to Start a Financial Legacy in 5 Steps" or "The Benefits of IUL Policies."

Footer:

Include links to your privacy policy, terms & conditions, contact page, and social media.

Add a newsletter signup form and disclaimers for insurance services.

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2. Social Media Strategy

Platforms:

Focus on X (Twitter), Instagram, LinkedIn, TikTok, and YouTube.

Content Ideas:

Educational Posts: Share short tips on budgeting, investment strategies, and debt reduction.

Personal Stories: Showcase your journey, why you became a coach, and client success stories.

Video Content:

TikTok & Instagram Reels: Quick tips or "How-To" videos.

YouTube: In-depth guides like "Understanding the Snowball vs. Avalanche Method."

Promotional Content:

Showcase lead magnets like the Budget Template or Vision Worksheet.

Use giveaways to engage your audience (e.g., "Comment 'Budget' to get my free template").

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3. Email Marketing

Lead Nurturing:

Use email campaigns to share valuable content, updates, and promotions.

Segment your list by interest (e.g., coaching clients vs. insurance clients).

Examples:

Welcome email introducing your services.

Weekly tips on financial planning.

Updates about your paid and free courses.

Call-to-Actions:

Schedule a discovery call.

Download free resources.

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4. Free Course Funnel

Free Course Structure:

Modules: Cover foundational topics like budgeting basics, defining financial legacy, and SMART financial goals.

Lead Magnet: Use the free course to drive signups for your email list and upsell your paid course.

Promotion:

Use social media and email to promote the free course.

Add a dedicated landing page on your website.

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5. Paid Course Funnel

Paid Course Structure:

Modules: Advanced budgeting, debt strategies, investment forecasting, and legacy planning.

Upsell Strategy: Use the free course to transition participants to the paid course.

Promotion:

Share testimonials from past clients.

Use YouTube and LinkedIn for detailed content explaining the course benefits.

Offer limited-time discounts or bonuses.

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6. Lead Acquisition System

Discovery Calls:

Use Acuity Scheduling to book calls and integrate Zoom for virtual meetings.

Include the scheduling link on your website, social media, and emails.

Networking:

Join LinkedIn groups, Facebook groups, and forums related to financial planning.

Offer free workshops or webinars to attract leads.

Paid Ads:

Run targeted ads on LinkedIn, Instagram, and Google.

Focus on your niche: financial coaching and IUL policies.

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7. Client Retention & Upselling

Post-Service Engagement:

Send follow-up emails with additional tips and resources.

Offer exclusive discounts for returning clients.

Upsell Opportunities:

Transition coaching clients into long-term investment planning.

Cross-sell IUL policies and annuities to clients who complete your coaching program.

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8. Content Campaigns

Giveaways:

Promote your Budget Template, ebook, and Vision Worksheet as part of a giveaway.

Use engaging CTAs like "Comment 'Budget' to receive your free template."

Content Series:

Create a series like "5 Days to Financial Freedom" or "Building Wealth Step-by-Step."

Share across social media platforms to build anticipation for your courses.

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9. Metrics & Optimization

Track website visits, social media engagement, and email open rates.

Use analytics to refine your campaigns and focus on what resonates most with your audience.

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