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 PROBLEMA 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.
SOLUTIONSPropelo 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
- 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.
• 10,771 impressions in 2017 • 100, 662 impressions in 2018
Return on Investment
*Factored using industry averages of Life Time Value
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