Case Study

Financial Advisor Solution Grows with Retargeting

Financial Advisor Solution Grows with Retargeting

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Case Study: Financial Advisor Solution Grows with Retargeting - Marketing 360® This financial advisor investment solution found that retargeting was the tactic that kick-started their conversions and helped them develop stronger brand awareness. A business that offers financial advisor planning tools and software had a problem that’s not all that uncommon. They had an excellent line of products, but nobody knew about them. That combination of things makes it difficult to sell much. Their results bore that out. They came to us needing a solution. Our team went to work and ran some targeted paid ads, worked on SEO, and tweaked their content. They were profitable enough to sustain the business, but for the better part of 10 months, there wasn’t a lot of growth. Frustration was setting i

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