The Opportunity

Expanding Financial Education and Engagement Through Social Media

Headquartered in Columbia, MD with a second location in South Carolina, Janoskie Financial & Associates helps individuals manage key aspects of their financial lives, including income, education, retirement, and estate planning. Known for their personalized coaching and honest recommendations, the Janoskie Financial team strives to exceed the service level of typical wealth management firms.

Our relationship with Janoskie Financial began in August 2022, when they managed our team’s Simple IRA Retirement Plan. Around the same time, Taylor Janoskie, a partner at the firm, was looking for innovative ways to engage with existing clients and expand their reach to new audiences. Taylor expressed a desire to capture the attention of younger demographics on social media and increase awareness of the firm’s comprehensive financial services.

This need for modernized outreach created an exciting opportunity to develop a dynamic social media presence and enhance client education through engaging video content.

The Process

Strategic Marketing Support to Grow Janoskie Financial’s Presence in Financial Services

• Research and Topic Ideation:
  We began by conducting extensive research into relevant, timely topics in the financial industry, while carefully considering recommendations and preferences provided by Janoskie Financial. From this research and our client discussions, we proposed several engaging and shareable video content ideas.
• Script Creation and Compliance Review:
  After topic approval, we developed detailed video scripts, ensuring they met compliance standards through a thorough review process.
• On-Site Video Production:
  We filmed the videos on-site at Janoskie Financial’s office, capturing footage that aligned with their financial goals and personalized their story through introduction videos.
• Editing and Ongoing Content Creation:
  Our team edited the footage into six engaging videos optimized for Instagram Reels and YouTube. Given the success, we continued producing new videos to maintain a strong social media presence throughout the year.

Results

Increased Engagement

So far, the highest-performing video has reached 818 views and 11 shares on Instagram alone, proving the enduring power of this kind of content.

Streamlined Compliance Reviews

Our team led scriptwriting and compliance approvals before filming the videos, reducing the burden on the client.

Generated New Business

Taylor says, “Many clients have seen the videos and have passed them along to family and friends. I’ve also gotten at least 3 new clients that I know are directly from seeing the videos.”

What Janoskie Financial Says

“Agency 102’s videos have received positive feedback from viewers and have resulted in at least 3 new clients. They are responsive, timely, and communicative. Their video editing skills have exceeded expectations.”

Taylor Janoskie

Financial Advisor, Janoskie Financial & Associates

Conclusion

Agency 102’s ongoing collaboration with Janoskie Financial has significantly transformed its social media strategy over the past two years. Through a tailored video series, we effectively showcased the firm’s unique value and engaged its audience in meaningful ways. The standout performance of these videos, highlighted by significant viewership and numerous social media shares, underscores the success of our strategic approach. This project has not only enhanced Janoskie Financial’s online visibility but also solidified its reputation as a client-centered financial advisor. We look forward to continuing this successful partnership and driving further growth together.