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CASE STUDY

Asset manager uses LinkedIn ads to reach RIAs.

Learn how one firm generated quality leads and grew its business by precisely targeting registered investment advisors (RIAs) on LinkedIn.

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The firm believed it was uniquely positioned to address the goals and pain points of a very specific set of RIAs: those with less than $250 million in assets under management (AUM) who were being underserved by large custodial firms. Ulicny devised a targeted LinkedIn ad campaign that:

  • Conveyed the firm’s value to advisors who may be seeking a new turnkey asset manager platform for their practice.
  • Leveraged data to target advisors based on their current AUM and custodial relationships.
  • Used ad copy to test and refine the firm’s messaging with its key audience.

Four steps to digital lead gen success:

DIFFERENTIATION

1. Build for your audience.

Created a suite of services and solutions designed to address specific goals and pain points of their target RIA market.

DIFFERENTIATION

DISTRIBUTION

2. Focus on pain points.

Ulicny helped the firm develop LinkedIn ads to directly address known pain points of their target audience using key sales team insight.

DISTRIBUTION

DATA

3. Obtain data and match to LinkedIn users.

We helped the asset manager procure lists of RIAs from Discovery Data based on advisors’ current AUM and custodial relationships. We then uploaded the lists to identify those advisors on LinkedIn.

DATA

DELIVERY

4. Run the ads, learn, and repeat.

Ulicny conducted head-to-head testing of two significantly different LinkedIn ads. Based on click-through and conversion rates, the firm refined their marketing over time — increasing quality sales leads and growing their business.

DELIVERY