Welcome Home to our new Marketing Program: Creative Conversions

Step One

Get Qualified by speaking with one of our wholesalers by calling 800-699-0299

Step Two

Once you have discussed this marketing opportunity with your wholesaler, you will need to complete this form and submit to our Advisor Resource Center.

Step Three

ACTION!!  Start recording your personalized Introductory and Closing Video. We recommend using our script located here for best results and a timely video to engage your audience.


Step Four

Either upload your video to your YouTube or Vimeo account or email directly to our Advisor Resource Center at mara@kestlerfinancial.com.  Also, please email your logo, contact information you wish to use with the campaign and your website address to our Advisor Resource Center.

Step Five

Allow 5-7 business days for your Email Campaign to be customized with your videos, branded attachments and supporting information.

Step Six

An email proof of the entire 6 week campaign will be provided to you.  Please review each email thoroughly to ensure that it functions and clicks through to the desired pages and content.  You will also receive a custom web banner and landing page to place on your website which will encourage and allow visitors to your website to opt-in to the campaign.

Step Seven

Send your email contact list as an Excel, CSV or Google Doc to mara@kestlerfinancial.com.

Step Eight

Schedule the campaign.  Our Advisor Resource Center will review best practices, industry standards, expectations and recommendations with you on a call prior to launching your email.

Step Nine

LAUNCH!!  Your Email Campaign will be automatically scheduled to deliver to your recipients on the agreed upon date and time.

Step Ten

Routine reporting will be provided for follow up with active (opened or clicked through on the email) recipients so you, the advisor, can call and connect with an engaged contact.

NEXT – Rinse & Repeat!  

We will be offering additional email campaigns to create a cohesive and informative email drip campaign for you.  Our first email for this service is “The Perfect Storm” and we look forward to helping you tell this story and win more business.