A Winning Pitch
Client
Clark Capital Management Group
Date
2022
Project
Lead Generation Campaign
Clark Capital, an asset manager with nearly $30 billion in assets, is a partner to elite independent financial advisors who serve high net worth clients. The firm approached SS&C with two objectives: Find a way to attract more leads with independent advisors, while also evolving the firm’s look and feel for the future.
Challenge
Create a value-add program that generates leads with independent financial advisors.
Insight
Many asset managers focused on helping advisors prospect – not enough are focused on helping advisors close the pitch.
Substance
Leverage Clark Capital’s thousands of meetings with high net worth clients to give advisors more ways to close more business.
This case study was conducted by Substance Strategy & Creative (“SS&C”). SS&C is a third-party marketing agency that specializes in content creation for the financial services sector. SS&C is not a registered investment adviser or a client of Clark Capital’s. Clark Capital compensates SS&C for paid advertisements and other promotional opportunities. Clark Capital’s participation in this advertising opportunity should not be construed as an endorsement of all views and content published by SS&C.
Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s advisory services can be found in its Form ADV which is available upon request.