Case Study
About
The Problem
Target Audience
Results

WealthPro
Marketing Campaign Case Study
We Elevated Wealth Pro Advisors' Client Acquisition by 120% Through Targeted Google and Meta Advertising Campaigns!
About WealthPro
OUR CLIENT
Wealth Pro Advisors is a Sarasota, Florida-based financial advisory firm specializing in wealth management and tax consulting. Their team of professionals assists clients in creating personalized financial estates while mitigating tax exposure. With a commitment to providing quality advice, they aim to help clients build a sustainable and secure financial future.

The Problem
Despite their expertise and comprehensive services, Wealth Pro Advisors faced challenges in expanding their client base and increasing brand visibility in a competitive financial services market. The primary obstacles included limited online presence and the need to effectively reach potential clients seeking financial planning and wealth management services.


Target Audience
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Regions: Primarily Sarasota, Florida, and surrounding areas
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Gender: All genders
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Age Group: 35-65 years old
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Interests: Individuals seeking financial planning, wealth management, tax consulting, and retirement planning services
Our Approach
To address Wealth Pro Advisors' challenges and achieve their marketing objectives, we implemented a comprehensive strategy:
✅ Targeted Google Advertising: Developed and executed precision-targeted Google Ads campaigns to capture high-intent search traffic related to financial planning and wealth management services in the Sarasota area.
✅ Meta Advertising Campaigns: Launched targeted advertising campaigns on Meta platforms (Facebook and Instagram) to increase brand awareness and engage potential clients through compelling content highlighting the firm's expertise and services.
✅ Landing Page Optimization: Designed and optimized landing pages to ensure a seamless user experience, effectively converting ad traffic into leads by providing clear information and strong calls-to-action.
✅ Retargeting Strategies: Implemented retargeting campaigns to re-engage website visitors who did not convert initially, nurturing them through the decision-making process.

500K
4:1
120%
15%
IMPRESSIONS
INCREASE
IN NEW CONSULTATIONS
ROAS
MEDIA
FOLLOWERS
Incredible Results
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🚀 Significant Client Acquisition Growth: Achieved a 120% increase in new client consultations within four months, exceeding initial projections.
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📈 Enhanced Online Visibility: Google Ads campaigns resulted in a 70% increase in website traffic, with a notable decrease in bounce rates, indicating higher engagement levels.
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🎯 High Engagement Rates on Meta Platforms: Meta advertising efforts led to over 500,000 impressions and a 15% increase in social media followers, expanding the firm's online community.
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💡 Improved Conversion Rates: Landing page optimization and retargeting strategies contributed to a 35% increase in conversion rates, effectively turning prospects into clients.
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🔥 Positive Return on Ad Spend (ROAS): The combined advertising efforts yielded a 4:1 ROAS, demonstrating the efficiency and effectiveness of the campaigns.

Contact
EchoMedia
Partnerships
Manchester, UK
Business