Financial Planner Invests in Digital Campaign

Published on
October 28, 2024
Contributors
Vici Team

Vici is a full-service digital advertising technology company. We specialize in white labeled solutions for media groups and advertising agencies including sales training, media planning, online ad buying, reporting, and optimization of campaigns. We do this by utilizing a multi-platform approach to digital advertising with best-in-class partner support.

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In the complex world of retirement planning, navigating the myriad options for asset growth, preservation, and legacy transfer can be daunting. A client dedicated to guiding individuals through these processes aimed to enhance their outreach to prospective clients with investable assets. By implementing a targeted marketing strategy, Vici Media helped them effectively connect with their desired demographic

Strategy: A Multi-Channel Approach for Maximum Reach

To target individuals with a net worth of $200k+, who were homeowners, married, and engaged with finance-related news, we developed a comprehensive advertising strategy. This included a combination of Mobile Conquesting, Cross-Platform (Facebook), and Social Mirror campaigns. By diversifying the platforms and methods, we reached potential clients across various devices and locations, utilizing behavioral and keyword targeting, AI, retargeting, and live chat options

This multi-pronged approach allowed us to engage individuals at different stages of their retirement planning journey, ensuring that our messaging resonated with their specific needs and concerns

Results: Impressive Engagement and Conversions

The results of the campaign were impressive. Over six months, the client’s ads were served more than 1.1 million times, achieving a click-through rate (CTR) of 0.88%—a remarkable 12 times above the national average! This high level of engagement translated into 54 total conversions, with more than half of those leading potential clients to the “Financial Services” page, where they could learn more about the client’s offerings

By combining strategic targeting with diverse marketing channels, we successfully connected the client with individuals eager to secure their financial futures and those of their loved ones

If your business needs a high-impact, cost-effective marketing strategy, contact Vici Media today to discover how our white-label digital solutions can enhance your outreach efforts. For more information, email support@vicimediainc.com.

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