Financial Planner Invests in Digital Campaign

Published on
October 30, 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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Securing Futures: A Success Story in Retirement Planning Marketing

In today’s complex financial landscape, planning for retirement can be daunting. One client, dedicated to guiding individuals through the intricate process of growing and preserving their assets, sought to connect with potential clients looking for comprehensive retirement income strategies, wealth management, and legacy planning.

The Challenge

This client aimed to reach a specific demographic: individuals with investable assets, a net worth of $200k or more, homeowners, and married couples who actively consume financial news or show an interest in investments. The challenge was to effectively engage this audience and provide them with the resources they need to secure their financial futures.

The Strategy

To accomplish this, we implemented a multi-product marketing approach that combined Mobile Conquesting with Cross-Platform advertising on Facebook and a Social Mirror campaign. This strategy allowed us to connect with prospective clients across various devices and locations by utilizing geo-fencing and targeting specific zip codes.

By employing Behavioral and Keyword targeting, as well as Artificial Intelligence, Retargeting, and Live Chat, we ensured that our messaging reached potential clients at different stages of their retirement planning journey. This comprehensive approach allowed us to engage users meaningfully, addressing their unique needs and concerns.

The Results

Over a six-month period, the campaign achieved impressive results. The client’s ads were served more than 1.1 million times, yielding a click-through rate of 0.88%—an astounding 12 times above the national average. The campaign also garnered 54 total conversions, with over half of these clicks directing users to the “Financial Services” page, indicating strong interest in the client’s offerings.

Conclusion

This success story highlights the effectiveness of a strategic, multi-faceted marketing approach in the financial services sector. By understanding their target audience and utilizing diverse marketing products, our client successfully connected with individuals seeking to secure their financial futures and preserve their legacies.

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

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