Financial planning marketing case studyHow Resource Planning Group Grew With KMI
A targeted social media strategy, ad campaigns and hands-on management that grew engagement from 115 to 50K and helped the firm achieve 4x sales.
- Industry
- Financial Services
- Services
- Social Media Strategy · Social Media Ads · Social Media Management
- sales impact
- 4x
sales impact
- social media engagements, up from 115
- 50K
social media engagements, up from 115
- social media follower growth, from 499 to 920
- 84%
social media follower growth, from 499 to 920
The challenge
What Resource Planning Group needed
Resource Planning Group (RPG), a financial planning firm now part of Mercer Advisors, wanted to raise its visibility and build more engagement with prospective clients on social media.
Our approach
How we did it
- 01Built a targeted social media strategy for a financial planning audience
- 02Ran social ad campaigns to reach and engage prospective clients
- 03Managed the firm's social channels day to day
- 04Tracked followers, engagement and sales impact to refine the program
The work
Campaign highlights
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