Resources Planning Group

Financial Planning
South Bend, IN

Company – Resources Planning Group, South Bend, IN

Product: Financial planning for individuals able to invest a minimum of $100,000.

Situation: A father was turning the business over to his sons and expanding the business regionally. He consequently wanted a form of prospecting that does not rely on referrals.

Solution:
We discovered their exclusive target market relies very heavily on referrals in selecting their financial planner. With this primary method not available to us, we designed a very subtle marketing program that attempted to duplicate the impact of a referral. This system pulled a 6% response from a cautious market that gets heavily prospected for financial products.