A Vestorly Case Study with The Philadelphia Group

December 20, 2016

The Philadelphia Group is a Philadelphia-based planning and advisory firm aligned with LPL Financial with over 30 licensed and accredited advisors. Vestorly is part of LPL’s Vendor Affinity Program, allowing the firm access to the platform. We spoke with Zachary Mineur, the firm’s wealth strategist, about his experience using Vestorly.

The Philadelphia Group | Financial Advisor Email Marketing

 

The Challenge: Digital Presence Limited by Lack of Automation and Targeting

The firm previously used a leading email marketing software to send newsletters and recently began building a presence on social media. Since the tools weren’t automated or targeted, the firm hadn’t launched a marketing plan supported by strategy and a realistic plan to implement.

 

The Solution: A Communication Tool with Robust Email and Social Media Capabilities

After moving communication efforts to Vestorly’s platform, Mineur has found the email capabilities to be more robust and useful for the business. He can easily manage personalized emails on behalf of all advisors at the firm with Vestorly’s automation and segmenting tools. With only one Vestorly user, the entire firm can maintain consistent, custom, and targeted conversations with their clients and prospects.

“The email management system for us is the most valuable piece. We are able to communicate with very targeted sections of our client and prospect base with ease using the tagging system….Vestorly enables us to automate a lot of our social content and segment our email lists for targeting in a way that our former email marketing software couldn’t do.”

 

The Result: Consistent, Personalized Communication Increases Engagement

In only about an hour per week of one employee’s time, The Philadelphia Group has implemented a consistent social media strategy and committed to an email communication plan for all advisors. By segmenting their audience so TPG can send personalized emails from each advisor to their own networks, they have achieved a 44% average open rate on email newsletters – more than double the industry average.

“Vestorly has certainly improved our operational efficiency and introduced new layers of value add…The customer service team has been stellar, always responsive with questions or concerns. Overall, the experience has been great.”

 

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