Case Study
Successful First Marketing Campaign
When we began building marketing systems and campaigns for Fortegic they were completely reliant on referrals to generate new business. After their first event they had generated 112 leads, and 38 interested prospects with $1M+ in investable assets.
Client
Joe Clark
Fortegic
Project Summary
Creating Consistent Digital Content
Fortegic approached our team to build their marketing department from scratch. Their goal was to implement a marketing CRM with tracking, automation, and digital touch points for leads.
We set their team up on our custom Active Campaign instance designed for advisors like them, and connected them with marketing vendors to generate leads. We trained their team on the system with best practices from firms around the country. They hosted their first dinner seminar and saw immediate success.
We set their team up on our custom Active Campaign instance designed for advisors like them, and connected them with marketing vendors to generate leads. We trained their team on the system with best practices from firms around the country. They hosted their first dinner seminar and saw immediate success.
In a Nutshell
Here's What We Accomplished
- 112 Leads Generated
- 38 Prospects with $1M+ in Investable Assets
- 100% of Lead Sources Tracked
Kristina Forester
Director of Operations, Fortegic
I highly recommend Advisor Guide to any financial advisor and their marketing team. Advisor Guide Marketing has done a phenomenal job with helping our company improve our internal processes and procedures, increase our lead count, and optimize our existing marketing funnels.
Our YouTube channel has become a source of leads and new business for us thanks for their efforts. We’ve had 5x the amount of views in the first 5 months of 2024 compared to all of 2023.
Our YouTube channel has become a source of leads and new business for us thanks for their efforts. We’ve had 5x the amount of views in the first 5 months of 2024 compared to all of 2023.
Take Your Marketing To The Next Level
When we began building marketing systems and campaigns for Fortegic they were completely reliant on referrals to generate new business. After their first event they had generated 112 leads, and 38 interested prospects with $1M+ in investable assets.