Digital Lead Optimizer

Digital Lead Optimizer for financial advisors
Digital Lead Optimizer for financial advisors
Digital Lead Optimizer for financial advisors
Digital Lead Optimizer for financial advisors
Digital Lead Optimizer for financial advisors

Targeted Marketing to Drive Demand to You

  • Targeted Facebook Campaigns
  • Drive Qualified Website Traffic
  • Capture Leads
  • Campaigns Highlighting Business Specialty
  • Monthly Reporting

Detailed Information

Get in front of the right prospects at the right time with targeted campaigns that highlight the expertise of your financial practice. Through this innovative, inbound digital advertising campaign, you can increase brand awareness and website traffic while growing your prospect list.

It all starts with our library of campaigns, which have been carefully crafted to highlight a specific financial focus of your practice. Once you’ve made your selection, our experts customize and manage your campaign to gather motivated prospects and introduce them to your brand.

Digital Lead Optimizer

Get Found by the Right Prospects

Digital Lead Optimizer helps you get discovered by the right prospects in your geographic area. By combining advanced targeting with engaging, educational content, we create a lead generation funnel that’s optimized for your practice and client engagement strategy.

  • Expand your brand presence by leveraging Facebook’s ad network
  • Get in front of your target audience with targeted ads that display to prospects that meet your ideal demographics and location
Grow Your Lead List

Capture prospect information with the help of highly engaging, educational content. Ads drive individuals to your campaign landing page, where they gain access to content in exchange for their contact information. As your list grows, you’re able to contact leads directly to start nurturing the relationship.

  • Choose from a library of compliant campaigns developed in accordance with digital marketing best practices; available themes include business succession, college planning, retirement planning, estate planning, alternative investments, market volatility and more
  • Highlight your financial specialty with a campaign that speaks to your target market’s top goals
  • Start the nurturing process immediately – leads are sent to you as they are captured through the campaign
Optimize Your Digital Marketing Efforts

Our marketing experts understand the ins and outs of digital advertising. After you identify your target market and desired campaign theme, we handle the heavy lifting, including ongoing monitoring of campaign progress to help you drive more awareness and capture more leads.

  • Campaign ads and landing page are customized to fit your brand
  • Our team handles all aspects of the digital advertising process, including ad development, implementation and ongoing management
  • Receive monthly report highlighting your campaign results

Digital Lead Optimizer Solution Features

Effective Digital Campaign

  • Broadridge campaign library
  • Branded campaign landing page
  • Branded digital ads
  • FINRA-reviewed educational content
  • Engaging ads displayed through Facebook ad network

Concierge Service & Support

  • Detailed onboarding experience
  • Advertising asset compliance support
  • Facebook campaign management
  • Monthly reporting on campaign performance
  • Campaign review meetings upon request

Retail Pricing:

Choose from different tiers of monthly advertising spend that fit your budget and business goals. Monthly pricing starts at $1,250 per month, including monthly management fee and $1,000 advertising spend.

$949 one-time fee
$250 per month
Starting at$1,000
per month
Additional ad spend available in $500 increments, up to $2,000 per month