ABOUT

Lee Ng & Associates, situated in the Bay Area, is a wealth management company with a client-centric approach. They prioritize the preservation and growth of their clients' wealth through expert investment management. Whether you have substantial assets or are in the early stages of building your investment portfolio, Lee Ng & Associates offers a diverse range of services for wealth accumulation and retirement planning.

CLIENT CHALLENGE
A substantial portion of Lee Ng & Associates' lead generation relies on hosting complimentary financial seminars designed to educate participants. The challenge was to establish an effective marketing strategy that could generate robust attendee participation, thus ensuring the sustainability of their customer acquisition approach for populating their sales funnel.

SOLUTIONS
Propelo Media collaborated with Lee Ng & Associates to create a meticulously refined list of individuals residing in the San Ramon area who met the following criteria:

Aged 50 years and older
Earning an income exceeding $60,000
Homeowners
Specifically belonging to the Chinese, Japanese, Korean, and Vietnamese ethnic communities
In addition to the personalized direct mail letters that Lee Ng & Associates typically employed, Propelo Media augmented the campaign by implementing a comprehensive omni-channel marketing strategy. This encompassed the use of various media channels such as email, social media, and mobile devices, thereby significantly increasing impressions and exposure within the targeted audience.

RESULTS
The collaborative efforts between Propelo Media and Lee Ng & Associates yielded impressive outcomes, including:

9.3x IMPRESSION INCREASE:

In 2017, the campaign generated 10,771 impressions.
In 2018, the campaign achieved a remarkable 100,662 impressions, marking a 9.3-fold increase in visibility.
11% ATTENDEE INCREASE: The number of seminar attendees saw an 11% rise, signifying increased engagement and interest from the target audience.

16.28x RETURN ON INVESTMENT (ROI): The return on investment was an impressive 16.28 times the initial investment, calculated based on industry-standard Life Time Value metrics. This demonstrates the campaign's effectiveness in acquiring valuable customers for Lee Ng & Associates.