Case Studies
Case Studies: Real-World Marketing Impact for Financial Advisors




brand refresh
A Comprehensive Marketing Makeover for One Busy Advisor
When we first met, Angela wasn’t sure where to start with her marketing. After reviewing her goals, we got started on our Total Marketing Package.
What We Accomplished
- 1 custom blog post each month
- 3 social posts per week to Facebook, LinkedIn, and Twitter
- Monthly marketing metrics to track progress and monitor campaigns
- Dedicated account manager to keep strategy on track




Webinar Marketing
One Advisor Lands His Biggest Client Ever With A Custom Webinar
A more advanced marketing strategy to help this advisor get in front of new prospects: a custom webinar.
What We Accomplished
- A written, designed, and recorded custom webinar
- An automated webinar to run automatically every day
- Promotion of webinar on website, social media, and through LinkedIn messages
- Turned viewers into clients




MArketing Strategy
A Total Marketing Overhaul To Fully Embrace A Specialty
We helped this client with a logo, website, and his marketing message to create a cohesive marketing strategy to target his ideal audience.
What We Accomplished
- Branding
- Website
- Social media profiles: LinkedIn, Twitter, Facebook Business
- SEO (Search Engine Optimization)
- Custom content




SEO + Custom Content
Using Custom Content To Draw Qualified Traffic From Searches
One success story of an advisory firm that used custom content to drive targeted traffic via search.
What We Accomplished
- Increased visibility online
- Increased conversion rates
- Created a comprehensive content strategy




Personal Branding + Custom Content
Showcase Your Personality And Build Relationships With Personal Content
One success story of an advisory firm that used custom content to drive targeted traffic via search.
What We Accomplished
- Connected with network
- Created personal content to tell a story
- Boosted website traffic




CHOOSING A SPECIALTY
Embracing A Specialty: Focusing On Pilots With Aviation Wealth Solutions
A great example of one advisor we helped embrace a specialty is Aviation Wealth Solutions. They came to us starting from scratch, before they had even created a logo or a brand for their firm.
Results
- Custom-written website
- Optimized website for keywords
- Created interesting and relevant content

