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.

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.