
Creating Engagement with Prospective Investors
Investors need solid, experienced financial planning advice like that provided by Spinnaker Investment Group. To generate engagement and interaction with potential investors, along with increased brand awareness, KCOMM created SpinnCycle for the firm. Investors can use the new online assessment tool to evaluate their current financial advisors and their overall financial strategy. Initial targeting for the innovative lead-generation concept was toward individuals currently working with a financial advisor.
The SpinnCycle concept encompasses three aspects in a visually inviting and easy to use format:
Educational information in SpinnCycle covers:
In the survey section, individuals are asked 10 simple questions around their current portfolio and financial advisor:
KCOMM also developed comprehensive support for SpinnCycle through integrated branding, messaging and marketing:
Created strategic content designed to provide value-added education, set service benchmarks and challenge a prospect’s confidence in current financial advisor
We invite you to give SpinnCycle a try here and share it with your associates, family and friends who may have questions about their investments and the advice they are receiving.
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