NEED
Centralize Direct Marketing efforts for four key programs. Establish Ziegler Investment Services Group as the preferred source for four programs nationally. Position Ziegler as the service organization dedicated to “Advancing Health, Wealth and Well-being Through Tailored Financial Services” for individuals, families and companies.

SOLUTION
Test two series of pilot workshops for the first program (“Retire Underage”) in the Milwaukee area. Drive attendance, generate leads, and increase awareness and good will to Ziegler’s publics. Determine target audience and acquire new prospect list, develop an offer and key messages, manage the response mechanisms, and track and measure results through our telemarketing source for short-term return.

RESULTS
Exceeded our attendance goal by 10%. 85% of attendees were new prospects. 56% of prospect households in attendance requested follow-up appointments with Investment Consultants.

More Case Studies>