Financial Advisor / Case study
Jacky Chan
About $30,000 in new revenue in 90 days, from a client list that had gone quiet.
~$30K
New revenue over 90 days
~$3K
Invested
~$3,500
Average value per email
150
Past and current clients on the list
About the company
Jacky Chan is a financial advisor. Before working with Shephard Marketing he had no social media presence, no database marketing and had never tried digital marketing. His business ran on face-to-face client relationships and word-of-mouth referrals.
01 / The challenge
His database of 150 past and current clients was sitting unused. He had no system to stay in touch, build trust or bring in new opportunities, so revenue was being left on the table.
02 / What we did
Reactivate the list
We planned and launched targeted emails that re-engaged his dormant client list with useful, relevant content.
Write emails that fit his industry
Personal, compliance-friendly messages that educated clients, built trust and gave them a reason to act.
Set up his first marketing system
We put his first digital marketing system in place, so outreach happens consistently without extra work on his end.
03 / The outcome
600% return in 60 days
Within 60 days, a $2,000 marketing investment generated $12,000 in profit, as Jacky reported in his review.
About $30,000 in 90 days
Over 90 days, the reactivated database produced about $30,000 in new revenue from roughly $3,000 invested. Each email averaged about $3,500 in value.
His first marketing engine
The database became a regular channel for reaching past and current clients, and the base for ongoing revenue.
Takeaway
A list he already had, put to work with the right emails, became a real revenue stream. Even with no digital marketing before, a financial advisor can see fast, measurable returns once the system is in place.
“Hired Shephard Marketing Agency in May to help doing email marketing. In two months $2000 investment turns into $12000 profit which is 600% returns! Totally unexpected and worth every penny! Kyle the founder is very talented and professional to taking his time to get things done properly and efficiently. If you haven't already try digital marketing then you need to contact Shephard Marketing to grow your business.”
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it happen.
Start with the people who already know you.
Let’s look at your existing customer list and a useful reason to get back in touch.
