McNerney Financial

We Are in This Together

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Details

​At McNerney Financial, we strive to bring value to every individual and family, and promise to always have your best interest in mind.  Providing local one-on-one service we collaborate with you to plan your comprehensive financial road map including answering questions, planning for the future, and we will be there to see the plan through.  It would be a privilege to be your family's trusted advisor for years to come.  Come be part of my extended family at McNerney Financial.  

www.mcnfin.com

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Brand Development & Standards

Standardization of brand characteristics including, document and presentation templates and approved color scheme.

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Target Audience Lead Generation Campaign

July, 2020

​Project Scope & Description:
Social media campaign to generate leads and create new potential clients by targeting individuals in the oil and natural gas industry who may have been impacted by COVID-19, job loss and/or changes to employment that are in need of financial advisement or consultation.

Campaign Goals:​

• Lead Generation
• Contact/Inquiry
• Awareness

Keywords:​

• Fiduciary
• finance
• advisory
• personalized

• oil and gas
• local
• Colorado

Call to Action:

• ​Schedule Meeting

Facebook/LinkedIn Lead Generation Form:
With the uncertainty in today's oil and gas industry, many of our area's largest employers are experiencing layoffs and workforce reductions. It is important to know all of the options with your 401(K). What happens if something changes with your job? Do you understand how it is invested? Are you taking the right amount of risk? Schedule a complimentary time to speak with a retirement specialist.

Headline:​

​Has your job or income been impacted recently?

Description:​

Has your job or income been impacted recently? Were you laid off, furloughed or are you uncertain of your career future? Know your options when it comes to your financial security and schedule a complimentary one-on-one consultation with Ryan McNerney, a local, certified financial planner and let's figure out your unique path forward together.

Form & Confirmation:​

• Full Name
• Email
  
• Phone
  
• Zip

Save time by scheduling your one-on-one consultation. Click the button below to pick a day and time that works best for you.

Campaign Results:​

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Community Magazine Advert

Sep, 2020

​Project Scope & Description:
Create multi-month print adverts for the Pinery community newsletter to reach residents conveying a message and incentive to contact Ryan McNerney at McNerney Financial for Complimentary Consultation.

Campaign Goals:​

• Lead Generation
• Contact/Inquiry
• Awareness

Timeline & Deliverables:​

Newsletter Circulation: Monthly
Campaign Timeline: 4 to 5 months
Deliverables: 1x full page advert, 4x 1/3 page adverts

Language:​

• Complimentary Consultation for all Neighbors
• Are you changing jobs?
• Recently been laid off or furloughed?
• Questions about the CARES Act? (401(K), IRA Clauses, etc.)

Call to Action:

• Contact for complimentary consultation

Deliverables:

Disclosure: Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA. 93013. (800) 874-6910.  McNerney Financial and PlanMember Securities Corporation are independently owned and operated.  PlanMember is not responsible or liable for ancillary products or services offered by McNerney Financial or this representative.