Brand challenge
In a competitive market with numerous financial advisory services, CFP Board was looking for a partner to help raise consumer awareness of the benefits of working with a CFP® professional.
The primary campaign objectives were: 1) increase consumer intent to use a Certified Financial Planner® professional to help reach financial goals; 2) drive traffic to LetsMakeAPlan.org to increase understanding of the benefits of working with a CFP® professional and to search for CFP® professionals.