Stuck in The Middle With You: Sympathy and Strategies for the Sandwich Generation
This Isn’t Just a Download—It’s a Door-Opener
Caregivers often delay financial planning because they’re too busy taking care of everyone else. This guide cuts through the noise and gives them the permission—and tools—they need to finally reach out.
You become the advisor who gets it.
Why Financial Advisors Love This Lead Magnet:
✅ Position yourself as a problem-solver for overwhelmed, financially responsible adults
✅ Build trust by offering true value before the sales pitch
✅ Generate quality leads with a free download in exchange for email or consultation booking
✅ Open the door to multi-generational planning—401(k)s, long-term care, college savings, estate plans, and more
✅ Start conversations about money that are emotional, timely, and urgent
How to Use It:
Add the eBook to your website as a free download
Pair it with a targeted Facebook or LinkedIn ad campaign
Offer it at workshops for working caregivers or employee benefit fairs
Use it as a conversation starter in emails or webinars
Follow up with the included 6-email drip campaign (included with your license!)
Each package includes…
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this uploaded to your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
This Isn’t Just a Download—It’s a Door-Opener
Caregivers often delay financial planning because they’re too busy taking care of everyone else. This guide cuts through the noise and gives them the permission—and tools—they need to finally reach out.
You become the advisor who gets it.
Why Financial Advisors Love This Lead Magnet:
✅ Position yourself as a problem-solver for overwhelmed, financially responsible adults
✅ Build trust by offering true value before the sales pitch
✅ Generate quality leads with a free download in exchange for email or consultation booking
✅ Open the door to multi-generational planning—401(k)s, long-term care, college savings, estate plans, and more
✅ Start conversations about money that are emotional, timely, and urgent
How to Use It:
Add the eBook to your website as a free download
Pair it with a targeted Facebook or LinkedIn ad campaign
Offer it at workshops for working caregivers or employee benefit fairs
Use it as a conversation starter in emails or webinars
Follow up with the included 6-email drip campaign (included with your license!)
Each package includes…
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this uploaded to your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
This Isn’t Just a Download—It’s a Door-Opener
Caregivers often delay financial planning because they’re too busy taking care of everyone else. This guide cuts through the noise and gives them the permission—and tools—they need to finally reach out.
You become the advisor who gets it.
Why Financial Advisors Love This Lead Magnet:
✅ Position yourself as a problem-solver for overwhelmed, financially responsible adults
✅ Build trust by offering true value before the sales pitch
✅ Generate quality leads with a free download in exchange for email or consultation booking
✅ Open the door to multi-generational planning—401(k)s, long-term care, college savings, estate plans, and more
✅ Start conversations about money that are emotional, timely, and urgent
How to Use It:
Add the eBook to your website as a free download
Pair it with a targeted Facebook or LinkedIn ad campaign
Offer it at workshops for working caregivers or employee benefit fairs
Use it as a conversation starter in emails or webinars
Follow up with the included 6-email drip campaign (included with your license!)
Each package includes…
1 Downloadable eBook
2 Social Posts
6 Drip Emails
Everything you need to get this uploaded to your website!
Please note: Advisor Script eBooks and materials have been approved by several broker-dealers. However, should your broker-dealer require a change to an eBook, please email us at info@advisorscript.com.
