 | “On the first day it was clear we struck a chord with First Fidelity Financial receiving 13 calls and obtained 3 appointments which equated to a 23% conversion ratio.” David Danzig, |
| The Challenge | The client needed to generate new clients that were interested in safe money solutions - primarily investments that have zero stock market exposure and no downside risk such as annuities and similar products. |
| The Resource | Several appointments were needed to complete a thorough customer needs analysis using the marketing strategy model. |
| The Idea | The campaign offered a strong tactic – a 4.25% FDIC insured CD. On air commercials ran enticed savers who did not want the stock market volatility to put their money into a 3-month high yield solution. |
| The Results | The number of calls and appointments has seen a steady rise and a renewal is expected by the end of the year. |
BEST PEOPLE + BEST PRODUCT ENVIRONMENT + BEST SOLUTIONS = BEST RESULTS
