Every client is unique and every financial plan we propose reflects this. We know precisely what our customers need … by precisely knowing our customers.
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 Personal landing page.
Social posts for each pillar will be posted on LinkedIn and Facebook to promote traffic to the corresponding pillar landing page.
Rotating banners on the goldmanpfm.com homepage will highlight each of the messaging pillars in our campaign.
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.
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.
Each digital ad will be directed to a landing page and associated offer. The Personal landing page is customized with an offer to take the NEW MoneyMind Quiz. We are also testing versions of each landing page with a Speak with an Advisor form.
The NEW MoneyMind quiz includes cleaner, brighter visuals and faster overall performance. Prospects will receive their results through email, which will initiate a nurture campaign based on their MoneyMind type.
The MoneyMind drip is a 10-email series customized to the prospect’s MoneyMind type.