Faced with slow lead growth and inconsistent performance across digital channels, this Phoenix-based wealth management firm was struggling to break through in a competitive market and needed help building visibility to reach high-net-worth individuals. Despite their dedication to the cause, their efforts across digital channels were disconnected, inefficient and costly, resulting in low engagement, poor lead quality, and limited brand awareness. In order to move high-net-worth individuals from discovery to conversion, they needed a comprehensive strategy to attract high-net-worth individuals and streamline their marketing investments.

To accomplish their goals, we went all-in with a full-scale digital transformation. We implemented a unified, data-driven marketing strategy focused on improving visibility and capturing high-intent traffic. This included restructuring their SEO around intent-driven keywords to improve rankings, enhancing content to better speak to their audience, and deploying paid media campaigns on Google and LinkedIn to drive qualified traffic. A segmented email nurture series helped reduce friction in the customer journey and maintain consistent engagement. Together, these components created a cohesive multi-channel strategy that boosted engagement and delivered measurable results in client acquisition.

By delivering an integrated SEO, PPC, email, and LinkedIn strategy, we had a 120% increase in lead volume, cut cost per acquisition by 40%, and increased brand visibility by 30%. Through this project, we also helped our clients gain the following insights:

• Integrated marketing strategies create exponential gains in brand reach and lead generation
• High-net-worth clients respond best to value-aligned content and targeted outreach
• Email segmentation and nurture flows dramatically improve conversion timelines

“Our digital presence has completely transformed. Their strategy gave us the tools to reach more of the right clients, and we’ve seen tremendous growth in both inquiries and engagement. It’s been a game-changer for our firm.”

DIRECTOR, WEALTH MANAGEMENT FIRM