Success Stories

Increase Website Traffic, Leads and AUM

The Problem

An independent financial advisor came to us in late 2016 for a website upgrade and digital marketing strategy. At the time, he was doing very little pro-active marketing and was competing against larger firms that were investing in significant digital and radio advertising.


The Solution

Our competitive research indicated that a customized website and an ongoing communication plan were needed:

  • Competitive review and analysis
  • Establishment of brand strategy
  • Website with customized content
  • Calls-to-action and lead collection tools
  • Creation of social media pages for firm
  • Bi-weekly articles posted to site
  • Weekly blog posts posted to site
  • Weekly financial videos posted to site
  • Weekly emails to clients and prospects
  • Weekly posts to social media
  • Monthly in person events with webinar replays
  • Localized LinkedIn advertising campaign
  • Localized Google advertising campaign
  • Facebook advertising campaign
  • Creation of landing pages
  • Seo-friendly domains & lead collection tools
  • Monthly press releases published in local media

The Results

Over a two-year sustained effort, the client has achieved the following results:

  • Increased website traffic by 186% over two years
  • Increased prospects by 295% over two years
  • Increased email open rates by 13%
  • Increased email click-through-rates by 7%
  • Increased AUM by 18% over two years


How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.