Challenge At a Glance:

  • Generating brand awareness
  • Driving lead generation, client acquisition, and sustained revenue

Results At a Glance:

  • 60% increase in EAP authorizations
  • 50% spike in leads
  • Short-term and long-term revenue increases of $300 monthly

The Challenge

Bret Anderson, an AFCPE® member and AFC®, wanted to incorporate financial wellness into his psychological practice. He joined an Employee Assistance Program (EAP) to support this transitional approach; however, he was underwhelmed by the lead generation results. He needed help executing a cost-effective strategy for sustained brand awareness and client acquisition.

The Solution

Bret received an email from ACFPE announcing the creation of the Value of an AFC flyer, which included brand customization instructions. He sensed that this free resource could precipitate demand and lead generation impact. He personalized the flyer and shared it with EAP authorization managers.

The Results

Brand Awareness Surge:

  • 60% increase in EAP authorizations, which produce more potential client matches

Increased Lead Generation and Revenue:

  • 50% spike in prospective client appointments
  • Immediate and projected increase in revenue of $300 month-over-month

I immediately knew AFCPE’s flyer was the promotional tool I was looking for. I am now able to help more people achieve financial stability, enabling them to focus on building fulfilling careers and relationships.

Bret Anderson, Ph.D, AFC®

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