Opportunity & Challenge
Goals
We want to serve Advisors in every region of the US and expand our reach every year. The main goal of the project was to connect with Fee-Only Advisors for a half-hour introductory phone call or Zoom meeting.
Projects & Services
We hired Callbox to find and contact Fee-Only Advisors throughout the US to introduce our firm, share what we have to offer, and set introductory phone calls with us. This was done through direct phone marketing, email and LinkedIn marketing, and digital marketing.
Results & Feedback
Outcomes
We were able to connect with dozens of Advisors who are the exact people we want to work with. Each week, almost daily for most of the campaign, we would receive information and appointments for introductory phone calls with Advisors that are the exact kind of people we want to serve. Callbox did a great job of discovering who we were and who we needed to connect with, and then connecting the dots to get us in conversation with those people.
Most Impressive
The willingness to learn our company’s value-add and our industry’s lingo was critical to this campaign. Short of hiring someone in-house and bringing them up to speed for the better part of a year, I don’t know how anyone else would have been able to do what Callbox did for us.
Workflow
We received frequent communication via email and Zoom calls with the Callbox team to stay on the same page and maximize our efforts. The Callbox team received our feedback and suggestions, as well as creatively proposed excellent content and ideas to us so that we could all work together to execute a successful marketing campaign.
Areas for Improvement
Nothing comes to mind.
Full Review
Callbox did a great job of discovering who we were and who we needed to connect with.
Feedback Summary
The company was able to connect with their ideal clients, thanks to Callbox’s services. They took time to fully understand the company’s business model and needs, enabling the team to accomplish their task successfully. They were receptive to feedback and provided excellent ideas for the project.
Project Summary
To help an insurance resources firm connect with more prospective clients, Callbox reached out to fee-only financial advisors. They helped set introductory calls via phone, email, and LinkedIn marketing.