Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Practice Management > Marketing and Communications > Social Media

Advisor opportunity: Take advantage of the CFP campaign

Your article was successfully shared with the contacts you provided.

The Certified Financial Planner Board of Standards just launched a campaign called “Let’s Make a Plan” to raise awareness of CFPs practicing in the U.S. among the “mass affluent initiators” demographic. Mass affluent initiators tend to trust experts, prefer to work as part of a team, are responsible and practical and think managing their finances is complex and time-consuming. Here’s what you can do to take advantage of the campaign.

TV commercials: The campaign kicks off with three months of 30-second TV spots broadcasted nationally on both cable news and lifestyle stations including HGTV, Travel Channel, History Channel, ESPN, ESPN 2, Fox News, Fox Business, CNN and MSNBC.

What you can do: Embed the commercial video on your website, share it on your social media accounts or include it in an email campaign. The video can be found here.

Print magazine ads: Print ads will be placed in nationally distributed magazines including Smart Money, Kiplingers, Money and Wall Street Journal throughout 2011 with at least one ad running in a major publication at all times. For a complete print advertising schedule, go here.

What you can do: Download editable versions of the same print ads and customize with your company name and contact information. These ads can then be placed in your local publications at your own cost. You may want to consider hiring a professional graphic designer to help you edit the advertisement.

Online ads: The majority of campaign activity will focus on online display ads and paid online searches. Display ads will appear on websites such as Wall Street Journal, Reuters, Morningstar, Bloomberg, AOL and LinkedIn. Paid search results will be placed on Google, Bing and AOL.

What you can do: The CFP Board has provided the banner ads in the toolkit for CFP professionals to include on their own website. The ads will direct visitors to where they can find out more about the importance of financial planning and choosing a CFP professional. Directions on how to install these banner ads can be found here.

Have you checked it out yet? Vote on 2011′s Best Sales and Marketing Ideas!

Sign up for The Lead and get a new tip in your inbox every day! More tips:

Kristen Luke is the principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies and support for registered investment advisory firms. For more information, visit


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.