Case Study: Financial Planning Association (FPA) turns PlannerSearch into a lead-generating planner tool with The Smyth Group

Financial Planning Association rebuilds PlannerSearch with The Smyth Group to drive qualified leads and measurable performance

The Financial Planning Association (fpa) faced the challenge of its PlannerSearch platform being an abandoned product that failed to connect consumers with certified financial planners. Its lead-generation feature was non-functional due to spam, and member profiles were ineffective, rendering the tool useless for its intended marketing purpose. The Smyth Group was engaged to rebuild the platform into a valuable SaaS tool.

The Smyth Group redesigned PlannerSearch around a research-backed assessment that identifies a consumer's financial mindset. The solution delivers qualified leads with context to planners, provides adaptive profiles, and offers measurable performance analytics. This approach by The Smyth Group forged stronger connections between consumers and planners and transformed the platform into an effective, data-driven marketing tool.

Financial Planning Association (fpa)