Client Intro

Financial Planner Compliance Strategy and Marketing Plan

The Challenge:

Lower Brand Awareness

High Cost per Lead Through Current Marketing Efforts

Lower Conversion Rate

High Customer Acquisition Cost

Lack of Customer Loyalty


The Process:

Google Search Ads

Google Display & Retargeting

Bid Automation for Increasing Campaign Efficiency

Multiple Communications Tested in Ads and Landing Pages

Lead Automation Using Zapier


The Result

$132.18 Cost per Conversion

Avg. Service Ticket Size is $10,000

Brand Recall Increased Up To 40%

70% of Leads Scheduled an Appointment

Created a New Annual Maintenance Program


Scroll to Top