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®).
Financial planning is incredibly intimidating and impossible to handle on my own.
CFP® professionals support you at every stage of your financial journey.
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.