The brief
Webinars and generic online lead services have become so common that they rarely stand out. Our client, an RIA in the Indianapolis area serving individuals with over $1MM in investable assets, wanted face-to-face events that felt worth attending.
What we did
We ran every part of the campaign: event concepts and venues from well-known local restaurants to university campuses and country clubs, campaign design, landing pages, and ads shown only to investors who matched the client's profile. Automated confirmation emails and text reminders kept registrants on track.
The client owns all of the work product and every lead the campaigns generate.
The result
Over 2022 the campaigns reached more than 89,000 individual investors in the client's market and turned that reach into full rooms and real follow-up meetings.
