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Welcome to your Advisor Accelerator.

A complete prospecting toolkit to help you go beyond the portfolio and show up when it matters most.

Everything below is ready to use. Drop it into your CRM, schedule it to your feed, or send it one-to-one.

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What's Included

By 2030, 1 in 5 Americans will be 65 or older. The advisors who build expertise on aging care topics now will be the ones they turn to. Reinforce a trusting relationship with prospects through these materials: 

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Email Nurture Series

A 5-email sequence that moves prospects from awareness to conversation — ready to load into your CRM and send. 

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Social Media Posts

Awareness-to-trust content for your feed. Five posts that start the conversation before a prospect ever reaches out. 

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Social Media Graphics

Graphics designed to stop the scroll. Download and pair with the corresponding copy.

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Advisor Education

Need a bit of help feeling confident with aging conversations? Check out the white papers.

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Webinar Content

Ready-to-share videos on aging in place and home modifications that positions you as the advisor who brings real expertise to aging care conversations. 

Content & Timeline

Send this series to your entire prospect list. Each topic covers a different life stage, so something will likely resonate with everyone on your list.

Topic 1: Solo Aging For clients who are financially prepared but navigating retirement without a close family support network.
Topic 2: Aging in Place For clients who prefer to age at home but haven't planned for the real costs that makes it safe and sustainable.
Topic 3: Digital Legacy Planning For clients who need to get their online accounts, crypto, and cloud storage in order.
Topic 4: Home Care & Budgeting For clients who need to build home care into the retirement budget before a health event forces a rushed decision.
Topic 5: Home Readiness For clients evaluating whether their home — or second home — is truly ready for the next 20 years.

Day 1: Solo Aging

Send email #1 in nurture campaign. Share the corresponding social media post and graphic.

Day 5: Aging in Place

Send email #2 in nurture campaign including webinar video. Share the corresponding social media post and graphic.

Day 9: Digital Legacy

Send email #3 in nurture campaign. Share the corresponding social media post and graphic.

Day 12: Home Care & Budgeting

Send email #4 in nurture campaign. Share the corresponding social media post and graphic.

Day 16: Home Readiness

Send email #5 in nurture campaign including webinar video. Share the corresponding social media post and graphic.

Advisor Accelerator FAQs

Where can I find all the resources?

Access the packet of content by clicking on the yellow button. Written content is packaged according to the timeline above. Copy and paste the content, but feel free to modify it and customize it with your name, brand and any call to action you may have. 

What's the ideal client type for this content?

The Advisor Accelerator is a nurture campaign, so it's great for prospects that are new to your firm as well as prospects that you know have aging care pain points. Many clients may be facing these life events, whether or not you are aware of them. 

What about including a call to action (CTA)?

You may already have a "book a demo" link, or you may prefer to ask prospects a single question or drive them toward your website. Know this: data shows that asking for a demo or 30-minute meeting in the first email reduces response rates. A 15-minute call or a single yes/no question produces 2–4x higher response rates, so that's why the email copy includes a 15-min call CTA. Feel free to modify this, but remember to keep your CTA simple. 

Can I add my own logo?

Yes, a logo may also be placed on top of the social media graphics (we recommend a white PNG version of your logo in the bottom right corner), although it is not necessary. You can make this simple edit in Canva or any design software of your choice. Also, be sure to customize the emails with your contact information.

What day of the week should I start this on?

Tuesday and Wednesday see peak reply rates for both social and email response rates. You may modify the send schedule if you would like to consistently post on these days. 

What can I do to make this even more successful?

Multi-channel sequences combining email, LinkedIn, and phone generate 40% higher engagement than single-channel approaches. Be sure to reinforce your messaging by posting the corresponding social media posts at the same time as your email, and if you can call or text your prospects, now is the time.

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