Lead Generation Case Study

B.O.S.S. Retirement Solutions and Advisors is a Salt Lake City-based firm, with offices in Utah, Washington, and Idaho. Founders Ryan and Tyson Thacker leveraged digital marketing to generate leads and drive appointments to help grow their business.

The Results:

Working with AE Digital, B.O.S.S. used Facebook digital advertising to promote their book, “The B.O.S.S. Retirement Blueprint,” and Snappy Kraken content. AE Digital grew their list by over 754 contacts and scheduled monthly email newsletters and content to engage with prospects weekly. B.O.S.S.’s in-house scheduling team called to follow up with leads to answer questions and connect them with an advisor, resulting in 20 new clients and $4.7M in new business generated.

The Goal: Lead Generation

Average Leads Generated Per Month: 68

Average Cost Per Lead: $17.94

Number of Appointments: 25

Business Generated: $4.7M

'AE Digital has been able to help us take our digital game to the next level! With them, we are generating great leads to add to our sales funnel. The AE Digital team is fantastic to work with and makes our digital marketing super easy. If you need help with your digital strategy, I would highly recommend AE Digital. They have solutions for every size of office and can help generate the leads you're looking for.'

Angie Maynes, Marketing Director

B.O.S.S. Retirement Solutions & Advisors

Educational Seminar

'AE has an awesome digital team! We’ve worked with other companies in the past, but it seemed like they were just doing the bare minimum and producing very generic content. That’s not the case with AE’s digital team. Every member we’ve worked with so far has been very knowledgeable and helpful. They listen to what we want, but they also use their experience to help guide us in the right direction. We like to take risks and try new things, so it’s great that they’re willing to take the time to come up with new ideas and test out different strategies to help achieve our goals.'

Tiffany Wong, Marketing Manager

Senior Planning Advisors

Comprehensive Digital Strategy

'Safeguard Investment Advisory Group is located in California, helping individuals and families across the state feel confident and secure about their retirement. In the beginning of 2022, we realized the need to increase our digital efforts regarding social media and our online presence. In April of 2022, we began working with AE Digital to do some one-off Facebook ads for our events and our on-demand webinar. Seeing the potential, we decided to join Level 2 when it became available for advisors.

AE Digital has changed the game for our marketing strategy, allowing us to cross digital borders we would’ve never been able to without the AE team and their expertise. Utilizing Level 2, we have received hundreds of new leads, scheduled approximately 20 appointments, and converted two of those into clientele with an estimated 250k-500k in assets.

The team at AE digital has been wonderful to work with. Their expertise, transparency, and constant communication has put so much ease to the minds of the marketing department, knowing they are producing quality content for the ads and watching them/optimizing them to ensure the efficacy and quality of the leads we receive. We are thrilled to be going into 2023 being a part of Level 2. I confidently recommend them to any office of any size looking to “level-up” their marketing strategy and specifically increase their digital presence and credibility.'

Kerrilyn Collins, Marketing Director

Safeguard Investment Advisory Group

Dinner/Lunch Event Case Study

Carlson Financial is a Richmond-based firm, with offices in Virginia, Kansas, and Colorado. CEO and Founder Carl Carlson leveraged digital marketing to generate leads and promote their dinner seminars to help grow his business.

The Results:

Working with AE Digital, Carlson Financial used Facebook digital advertising to generate leads and promote events in the communities they serve. As a result, they grew their list by an average of 55 leads per month and resulted in an average of 6 qualified event households attending each event. Carlson Financial’s scheduling team worked diligently with AE Digital to call and confirm each registrant within the next business day to qualify and confirm attendance.

The Goal: Lead Generation, Dinner Seminar Promotion

Average Cost-per-Registration (Dinner Seminar): $24.11

Average Dinner Seminar Households (Attended): 6

Average Leads Generated Per Month: 55

Average Cost Per Facebook Lead (Whitepaper): $23.78

Number of Appointments: 20+

'We have had a great experience working with AE’s Digital team, they are very responsive with their communication, replies and help when we need it. This has helped our team fill up some of our dinner events with qualified prospects.'

Whitney Bond, Marketing Project Manager

Carlson Financial