Mike Assad, Financial Planner

Industry
OUR ROLE

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