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Financial Advisor​

Financial Advisor​ image

A widespread consumer misconception cast financial advisors as distant and exclusive, hindering an emerging financial planning firm’s ability to connect with a vital, younger demographic. Driven by a forward-thinking vision, they wanted to dismantle these stereotypes and attract a new generation of clients. They challenged TEGNA and PREMION to establish them as an approachable and modern firm with the ultimate goal of driving significant leads and business from younger investors.

1 MARKET 12 MONTHS

Local Broadcast Used For Brand Building and Community Engagement
Demo | A35-54
Daypart | EM, EN, LN, Sports, Olympics
Station Sponsorship | LGBTQ sponsorship to promote their commitment to inclusivity during Pride Month in June

PREMION CTV/OTT Leveraged For Precision Audience and Geographic Targeting
Audiences |

  • Target #1: Financial Service Intenders
  • Target #2: LGBTQ targeting in June

Geography | Zip code targeted the two biggest counites in the market

OTT Retargeting
Re-engage streaming audiences through Pre-roll Video

Power of the Total TV Strategy | By strategically blending broadcast and CTV, and amplifying with OTT retargeting, the TEGNA and PREMION campaign maximized local market reach, connected with LGBTQ audiences, and reinforced the message with active younger investors, delivering  impressive business results that proved the power of an integrated media strategy.

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3.2M/155 spots

BROADCAST
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594K IMP

PREMION
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209K IMP

OTT RETARGETING
INVESTMENT PORTFOLIO GROWTH: Single biggest year-over-year gain in company history
LEAD VOLUME:

+3x

Growth YOY
AVERAGE LEAD AGE: 10 Years Younger

48 in 2024 & 58 in 2023

Achieved Campaign Goals

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