Attribution & Measurement
Investment marketing has long consideration cycles. Here's what we can and can't measure.
Attribution Reality Check
We CAN Measure
- •Content engagement and downloads
- •Meeting requests
- •Which firms/individuals showed interest
✕
We CAN'T Measure
- •Final fund purchases (happen offline on advisor platforms)
- •Exact ROI per ad dollar
But We CAN Infer:
- •Funnel engagement shows us who's "hot"
- •Your distribution team closes the loop on marketing-influenced deals
- •Brand campaigns have compounding effects over time
What We Promise:
- X impressions to target personas
- Y% increase in qualified traffic
- Measurable brand awareness growth in key markets
Investment & Timeline
1
Strategy 1 (Always-On Brand)
Pilot:
$25K-$37.5K over 6 months in NYC metro
Scale (if pilot works):
$10K-$20K/month nationally
2
Strategy 2 (Digital Performance)
Month 1-3:
Build foundations, launch campaigns - $20K-$25K/month (media + management)
Month 4-12:
Optimize, scale what works - $37.5K-$45K/month
If budget constrained, start with Strategy 2 only.
Recommended Next Steps
- 1Review budget constraints
Select program scope based on available resources
- 2Decide on approach
Full program or Strategy 2 only
- 3Confirm pilot approach
If full program: NYC pilot for Strategy 1
- 4Finalize target list
Target company list for Strategy 2.A
- 5Review creative assets
Initiate compliance approval process