Theme Options For SAMI Campaigns

SAMI campaigns are designed to stimulate mutual clients to take specific action. More often than not, that action is to set up a meeting with an advisor and begin the consultative client management process. To shape this behavior, SAMI campaigns draw on three different themes:

Connecting Values To Wealth
This theme is targeted at Family Stewards who constitute 34.1% of high net worth personality types. These investors are primarily concerned about how their wealth management strategy will impact their ability to care for family members.

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Free To Live Life On Your Terms
This theme is targeted at Independents who constitute almost 17% of high net worth personality types. These investors are primarily concerned about how their wealth management strategy will impact their ability to live a lifestyle that is meaningful to them.

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Your Personal CFO
This theme is targeted at recession refugees who are frustrated with executives on Wall Street, corporate bail-outs, and the negative impact of the recession on their wealth.

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Alliance partners can choose any theme, from the three above, and apply it to either Silver or Gold Packages from both Infrastructure and Event marketing campaigns. To learn more about these packages, click here.