Increased Impressions Result in More Clients

Lee Ng & Associates is a wealth management firm located in the Bay Area. Their client-first philosophy is to preserve existing wealth and add to it through investment management. From significant asset management to those just starting to build their investment portfolio, Lee Ng & Associates manages a wide range of wealth accumulation and retirement planning services.

The additional digital impressions helped us get more new attendees than we had in previous years.

  Jaclyn Wong Business Manager Lee Ng & Associates

CLIENT PROBLEM

A significant portion of Lee Ng & Associates lead generation comes from hosting free financial seminars geared at educating attendees. The need was to ensure a marketing strategy could drive strong attendee turnout to ensure their customer acquisition strategy was viable for feeding their sales funnel.

SOLUTIONS

  Propelo Media helped Lee Ng & Associates develop a highly targeted list comprised of people in the San Ramon are who…
  • 50 years in age, and up
  • Earned north of $60k
  • Homeowners
  • Ethnic focus of Chinese, Japanese, Korean and Vietnamese
On top of personalized direct mail letters that they normally send out, Propelo Media enhanced the campaign with an omni-channel marketing approach to include media across email, social media and mobile devices increasing impressions and exposure within the target audience.

RESULTS

IMPRESSION INCREASE

• 10,771 impressions in 2017 • 100, 662 impressions in 2018

%

ATTENDEE INCREASE

 

Return on Investment

*Factored using industry averages of Life Time Value

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