Kowal Investment Group
Multi-Channel Marketing

Project Description

Finding More Ways to Win

Kowal Investment Group, The Retirement Specialists, traditionally focused its marketing efforts on advertising platforms that included radio, print ads and billboards. However, faced with an increasingly competitive local market, the firm recognized the need to establish an integrated, holistic marketing program to connect directly with its niche target audience.

  • Reach target audiences with the messages they care about most

  • Build brand awareness in new and existing geographies

  • Improve the contribution of its website to lead generation

  • Equip team members with tools that turn interest into relationships


Aligned around Kowal Investment Group’s business growth objectives, the holistic program incorporated the website, search engine marketing, social media advertising, content, video, media relations and more. Focused on delivering personalized messaging to a broad range of audiences, the program focused on growing the prospect pipeline while building Kowal Investment Group’s reputation as the region’s leading retirement planning firm.


Within the first 60 days of launching the display advertising campaign, Kowal Investment Group saw the following results:

Exceeded business goals by more than 22%
Increased website users by 383.86%
Improved website conversions by 775.86%
Achieved 6.6M impressions through Display + Search

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