To measure the impact of creating a cohesive digital marketing presence for an independent financial advisor, we conducted and tracked a Marketing Makeover with one lucky advisor: Thomas J. Dobransky of San Diego, CA.
This paper reviews the case and discusses these major areas of work:
1. Brand Presence & Logo
2. Website Functionality
3. Website Copy
4. Search Engine Optimization (SEO)
5. Social Media Profiles
6. Custom Marketing Campaigns
We’ll review how each challenge was addressed, as well as how improving each of these areas impacted the advisor’s overall web presence, marketing efficacy, and referral process. Ultimately, the marketing makeover achieved significant improvement in SEO, website traffic,new prospects, and referrals.
- Over 40% improvement of SEO
- A 360% increase in website traffic
- An average of 8 new prospects per month
- Two new clients in the first 120 days
Claire Akin runs Indigo Marketing Agency a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.