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CFP Board Says The Recent Marketing Campaign Taught 8% Of Americans What A Financial Planner Does

Four months of TV and print ads got tens of millions of Americans to recognize the Certified Financial Planner brand. The question is what planners can do with this new level of public awareness.

 

The CFP Board is smart to measure the success of its ambitious $40 million four-year marketing program. 

 

The first quarter boosted public awareness of the CFP designation all the way to 71% of the population.

 

But we were already at a fairly high base of 63% of Americans saying they'd heard of certified financial planning.

 

Whether that extra 8% represents the largely affluent population that planners conventionally cultivate remains to be seen.

 

It would be great to see more detailed demographics on the CFP brand's penetration. At this point, do all wealthy people have a decent idea what a planner is and does? Are there any groups -- regional, cultural -- who haven't gotten the message?

 

It's great to get the planning message out there. But if it's just growing the brand for the sake of growing the brand, it's hard to see what good that $40 million is doing planners in the here and now.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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