Mike Assad, Financial Planner

Industry
OUR ROLE
Live Site

Challenge

Mike Assad wanted to grow his personal book of business but struggled to effectively reach his target audience.

Solution

We developed a personalized marketing plan including:

Personal branding and a new website

Marketing funnels, display ads, video content, social media marketing

Event planning, podcast bookings, and a referral program to increase his visibility

Creative Process

Results

Doubled Mike’s monthly warm leads

 

Established him as a thought leader in his industry through increased visibility from interviews and social media activity

Case Studies