Connect with a financial advisor: 833-346-5433

Human

We, Goldman Sachs, are making human advisors available in over 100 offices across the country. We are taking a regional approach to dispensing sound financial advice.

Digital Ads

Ads will run on Facebook, LinkedIn and Google, targeting existing pipeline and U.S. households with $500k and $10m in investable assets. Ads will direct prospects to the Human landing page.

Human banner poster4

Social

Social posts for each pillar will be posted on LinkedIn and Facebook to promote traffic to the corresponding pillar landing page.

Social poster

Homepage Banner

Rotating banners on the goldmanpfm.com homepage will highlight each of the messaging pillars in our campaign.

Homepage human

Direct Mail Postcards

Postcards will be sent to all existing prospects and leads at a national level, by Marketing. Direct mail templates are also available in the Advisor Toolkit to be customized with a local address and phone number for you to send locally.

Preview Human Mailers

Prospecting Emails

Emails will be sent to existing prospects and leads directly by Marketing. All assigned leads come from the respective advisor's email. Email templates are also available in Engage for your office to send.

Email posters

Landing Page

The Human landing page is customized with an offer to view our Advisor Video and request (by providing contact details) our 3 Financial-Life Lessons e-book. We are also testing versions of each landing page with a Speak with an Advisor form.

Preview Human Landing Page

Offer: 3 Principles of Financial Guidance

A quick read to address the why behind financial decisions and to demonstrate our approach to making informed choices about money. After requesting a copy of the ebook, prospects will receive an email confirmation with a link to download a PDF copy. The email will also include an opt in for the PFM Newsletter (new name).

Preview Ebook

Advisor Video

We are highlighting our advisors across the country showing what makes us different and human.

Video mashup poster noplaybutton

PFM Newsletter Nurture Campaign

This email series includes the weekly PFM newsletter and a five email drip series, that highlights the GS PFM offering.

Email posters

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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