Case Study

Virtual Advisor System

Business

Virtual Advisor System

Industry

Financial education

Package

50-hour social media

Brief

Derek Notman is a virtual CFP® and virtual financial advisor who is making virtual practice management accessible to financial advisors across the globe as society continues to progress within the digital space. Amidst the COVID-19 pandemic Derek’s focus shifted towards providing free virtual seminars to give financial advisors an opportunity to learn more about the importance of evolving as an advisor and embracing the virtual model. He needed a way of driving relevant traffic to the webinar to increase sign ups.

Solution

We used a combination of direct email marketing and Facebook traffic ads to increase sign ups to the live seminar by targeting broadly across the financial industry with the addition of job titles and employers.

The results

  • We generated 434 landing page views at a cost of 0.32 USD per landing page view.
  • This resulted in 91 subscribers, 16 of which attended the webinar.
  • During this time period six advisors purchased the product generating a total revenue of $4772.93.
  • A total of $313.6 was used on paid media.
  • Success comes down to a combination of direct email marketing, FB paid ads and organic LinkedIn content.

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