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It's Possible With a CFP®

CFP Board

BACKGROUND
The number one reason consumers weren’t working with a CFP® was because they were “unaware” of the need for a financial plan and the benefits provided by a CFP.® Simply put, they didn’t want to think about financial planning (too intimidating) and they didn’t know the difference between a financial planner and a Certified Financial Planner (CFP®).

CONSUMER BELIEF
Financial planning is incredibly intimidating and impossible to handle on my own.

BELIEF INTERSECTION
CFP® professionals support you at every stage of your financial journey.

RESULTS
Overall, they received a 7% lift in unaided awareness among their target audience (exceeding our goal of a 3% increase). Unique visitors to their consumer-facing website jumped by 644% from pre-campaign to post-campaign and they experienced an 80% session increase month-over-month from August into September.

  • Services
  • Analytics & Dashboarding
  • Campaign Development
  • Design
  • Interactive Development
  • Media Planning & Buying
  • Photography
  • SEO
  • Social Media
  • Video Production