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Digital Ad (300x250) for Free Retirement Review

Edelman Financial Services - October 14, 2018

One of various sized digital ads as part of an integrated marketing campaign to offer users a Free Retirement Review.

The entire campaign, was wildly successful. The overall six-month campaign generated 4,805 leads, 154 new clients. That translated into $67M in new client inflows to the firm, with the average client size of $435K (AUM).