The Results
VPI asked Sherpa to generate ten leads for potential high-quality clients who would attend the exclusive event held on wills and succession planning. A client profile was developed with the use of demography, geography, and education in order to hone in on VPI’s target client — one with investible assets of $1 million or more. Over the course of the four-week campaign, we developed, tested, and adjusted ad creative and generated a total of twenty leads that met the parameters of the ideal client. VPI’s team then vetted those leads and invited nineteen net new clients to the wills and succession planning event.
Developing a marketing and advertising campaign is a unique approach to client acquisition in the financial planning industry. Looking ‘outside the box’ proved successful! By not only creating a detailed, research-based client profile for VPI but also producing a Lead Generation campaign playbook, they’re now able to repeat this proven campaign any time in the future, knowing that they can get in touch with their target client efficiently and effectively.