Agency Spotter Logo

Search for Agencies

Cold Email for a Financial Advisory Firm

Direct Marketing
Email Marketing
DeeCe Digital
0.0
0 Client Reviews
N/A
< 10
Rochester, United States
View this Agency

Project Overview

Built the outbound and booking system for a financial advisory firm, covering lead sourcing, 20 cold email campaigns, a retirement calculator lead magnet and the booking app. A split test lifted the interested reply rate from 1.0% to 6.1%.

Client

TruPath Wealth
Agency Spotter Logo
FacebookXYouTube
hello@agencyspotter.com417 12th St W Suite 110, Bradenton, FL 34205 USA© 2012-2026 Agency Spotter LLC

Popular Searches

Marketing Strategy AgenciesBranding AgenciesUser Experience AgenciesWeb Development AgenciesContent Marketing Agencies

Get Started for Brands

How Agency Spotter Works?Agencies Working with Big BrandsTop Agency ReportsHow to Shortlist5 Questions to Ask Agencies SeriesRFP SeriesBrand Concierge Services

About Agency Spotter

AboutBlogContactInvestorsCareersLogos & Badges

Legal & Compliance

User AgreementPrivacy Statement

Top Reports

Top Content Marketing AgenciesTop Digital Marketing AgenciesTop Branding AgenciesTop User Experience AgenciesTop Web Development Agencies

For Agencies and IT Firms

Agency BenefitsAdding Your AgencyAgency BadgesAgency Partners

Still have Questions?

Site MapFAQs