Project Request Form 0% Complete1 of 3 Welcome to the 535media digital marketing portal for Janney Montgomery Scott. Our objective is to help Janney financial advisors and branches grow their lines of business. By marketing through 535media, you will have access to our vast array of digital marketing tools designed to cultivate leads for your business-to-business and business-to-consumer service lines. You will be able to easily manage your marketing program and have the peace of mind that exists within a brand-safe and regulatory-compliant environment. You also will enjoy access to state-of-the-art, real-time reporting dashboards that provide a view of your campaign’s performance. To get started, select from the list below which service line you would like to promote. Name/ID of your campaign Janney Service Lines Asset Management Asset Management Asset Management Monthly Budget $ .00 Equity Research Equity Research Equity Research Monthly Budget $ .00 Financial Planning Financial Planning Financial Planning Monthly Budget $ .00 Portfolio Management Portfolio Management Portfolio Management Monthly Budget $ .00 Janney Service Lines2 Corporate and Public Finance Corporate and Public Finance Corporate and Public Finance Monthly Budget $ .00 Institutional Equity and Fixed Income Sales and Trading Institutional Equity and Fixed Income Sales and Trading Institutional Equity and Fixed Income Sales and Trading Monthly Budget $ .00 Mergers and Acquisitions Mergers and Acquisitions Mergers and Acquisitions Monthly Budget $ .00 Retirement and Income Planning Retirement and Income Planning Retirement and Income Planning Monthly Budget $ .00 Janney Service Lines3 Equity and Fixed Income Investing Equity and Fixed Income Investing Equity and Fixed Income Investing Monthly Budget $ .00 Investment Strategy Investment Strategy Investment Strategy Monthly Budget $ .00 Public and Private Capital Raising Public and Private Capital Raising Public and Private Capital Raising Monthly Budget $ .00 Wealth Management Wealth Management Wealth Management Monthly Budget $ .00 Total Budget Per Month $ Number of Months for Campaign 1 2 3 4 5 6 7 8 9 10 11 12 24 Total Overall Budget $ Preferred Campaign Start Date It is recommended that the start date for your campaign be at least seven days from today. For best results, a campaign should last at least 90 days. A campaign is required to run at least 30 days. For your convenience, monthly budget allocations will be calculated to a daily delivery amount. From there, we will establish a maximum amount to spend daily to ensure that goals are met throughout the campaign. When deciding on a budget, consider what you hope to achieve through the advertising process. For instance, if you are targeting lead generation, consider that the average cost per lead in the financial services industry is $212. That means if you spend $1,000 on a lead generation campaign, you can expect to receive 4.7 leads. Your campaign goals and the key performance indicators you expect to achieve should be the driving factors in determining a monthly budget. Learn more about goals on the next page. Next