NEW WEALTH MANAGEMENT PRACTICE GETS 100+ BOOKED LEADS IN FIRST 3 MONTHS
Client Intro:
This financial advisor started his own practice and needed clients fast. Let us show you how we helped him do it!
The Challenge:
To get high-ticket wealth management leads without the help of any past data.
The Results:
To achieve the numbers we were looking for, we:
Built a new funnel from scratch.
Focused on cold audiences (due to a lack of past data).
Kickstarted a CBO campaign with at least 3 ad sets.
Started off with substantially large audiences, giving Facebook more room to optimize for the best results.
Continually tested multiple new creatives and ad copies designed to appeal to potential customers.
Conducted 4 weeks of rigorous RFT testing.
The Results:
From 14th Oct 2020 to 11th Jan 2020, we:
Managed to reel in 106 leads.
Achieved a minimal Cost Per lead of $47, with a total ad spend of $5,017.
We Solve Real Problems
How Do You Want To Attract Clients?
Facebook Ads
Lead generation utilising the data power of Facebook and Instagram.
Local SEO
Get on the local radar and own local searches. Essential for long term growth.
Google Ads
Be on the top of the front page of Google for your ideal clients.
Google Maps
Get found on Google maps. "Financial planners near me" is how modern clients will find you.
Tik Tok Ads and Content
Huge growth and rapidly changing. Your clients are on TikTok now.
Content Writing
Quality American and Australian written content. Blogs, web pages and much more
