Capture Leads and Win New Business with Innovative … · Total New Visitors 2,154 (718/month) 157...
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YOUR IDEAL PROSPECTS ARE ONLINE, BUT WILL THEY FIND YOU? New client acquisition is one of the biggest challenges that financial professionals face. Continued expansion of Internet technologies and self-serve investment platforms has increased competition. Consumers turn to the Internet to seek out financial guidance and can find more options than ever before. Relying on traditional marketing and advertising is no longer a viable growth strategy, but staying ahead of digital marketing trends is challenging, especially when layering on the complication of compliance. DIGITAL LEAD OPTIMIZER DRIVES DEMAND TO YOU Broadridge Advisor Solutions understands the client acquisition challenge of today’s digital world. That recognition has led to the development of Digital Lead Optimizer, a next-gen marketing solution that simplifies the complex, offering an intuitive, targeted lead-generation process that is compliant, on-brand, scalable and effective. CORE BENEFITS • Attract clients who match your financial expertise • Position yourself as the go-to financial expert • Build meaningful connections and increase word-of-mouth influence • Benefit from ongoing optimization of digital campaigns • Grow your client base and increase your AUM Get Started Today Call +1 800 233 2834 Visit Broadridgeadvisor.com/DigitalLeadOptimization.html or email [email protected] CASE STUDY: FOUR FINANCIAL ADVISORS Capture Leads and Win New Business with Innovative Technologies and Digital Marketing Experts
Transcript of Capture Leads and Win New Business with Innovative … · Total New Visitors 2,154 (718/month) 157...
YOUR IDEAL PROSPECTS ARE ONLINE, BUT WILL THEY FIND YOU? New client acquisition is one of the biggest challenges that financial professionals face. Continued expansion of Internet technologies and self-serve investment platforms has increased competition. Consumers turn to the Internet to seek out financial guidance and can find more options than ever before. Relying on traditional marketing and advertising is no longer a viable growth strategy, but staying ahead of digital marketing trends is challenging, especially when layering on the complication of compliance.
DIGITAL LEAD OPTIMIZER DRIVES DEMAND TO YOUBroadridge Advisor Solutions understands the client acquisition challenge of today’s digital world. That recognition has led to the development of Digital Lead Optimizer, a next-gen marketing solution that simplifies the complex, offering an intuitive, targeted lead-generation process that is compliant, on-brand, scalable and effective.
CORE BENEFITS• Attract clients who match your financial expertise• Position yourself as the go-to financial expert• Build meaningful connections and increase word-of-mouth influence• Benefit from ongoing optimization of digital campaigns • Grow your client base and increase your AUM
Get Started Today Call +1 800 233 2834 Visit Broadridgeadvisor.com/DigitalLeadOptimization.html or email [email protected]
CASE STUDY: FOUR FINANCIAL ADVISORS
Capture Leads and Win New Business with Innovative Technologies and Digital Marketing Experts
Four Financial Advisors Put Digital Lead Optimizer to the TestOur turnkey approach has helped these financial professionals capture new web traffic and website leads
Facebook Ad Google Ad
Pre-Campaign
Total Ad Impressions 440,000 (146,667/month)
Total Ad Clicks 3,374 (1,125/month)
Total Leads Generated 85 (28/month) 5/month
Total Web Sessions 2,526 (842/month) 181/month
Total New Visitors 2,154 (718/month) 157/month
Campaign 1: IRA Rollovers | 90-Day Duration
Facebook Ad Google Ad
Total Ad Impressions 351,734 (117,245/month)
Total Ad Clicks 13,413 (4,471/month)
Total Leads Generated 47 (16/month) unavailable
Total Web Sessions 3,385 (1,128/month) unavailable
Total New Visitors 2,135 (712/month) unavailable
Campaign 2: Exchange-Traded Funds | 90-Day Duration Pre-Campaign
Pre-Campaign
Average monthly web sessions increased from 197 to 1,820; average monthly leads increased from 0 to 18.
Facebook Ad Google Ad
Total Ad Impressions
Total Ad Clicks
Total Leads Generated unavailable
Total Web Sessions unavailable
Total New Visitors unavailable
Campaign 4: Countdown to Retirement | 90-Day Duration Pre-Campaign
Facebook Ad Google Ad
Total Ad Impressions 687,913 (229,304/month)
Total Ad Clicks 20,777 (6,925/month)
Total Leads Generated 38 (13/month) 0/month
Total Web Sessions 6,765 (2,255/month) 31/month
Total New Visitors 4,756 (1,585/month) 30/month
Campaign 3: IRA Rollovers | 90-Day Duration Pre-Campaign
563,826 (187,942/month) 29,393 (9,797/month)
44 (15/month)
9,172 (3,057/month)
5,987 (1,996/month)
