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Case Study

About

The Problem

Target Audience

Results

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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.

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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.

Office Building
Senior Businessman

Target Audience

  • Regions: Primarily Sarasota, Florida, and surrounding areas​

  • Gender: All genders​

  • Age Group: 35-65 years old​

  • 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.

Working From Home

500K

4:1

120%

15%

IMPRESSIONS

INCREASE
IN NEW CONSULTATIONS

ROAS

MEDIA 
FOLLOWERS

Incredible Results

  • 🚀 Significant Client Acquisition Growth: Achieved a 120% increase in new client consultations within four months, exceeding initial projections.​

  • 📈 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.​

  • 🎯 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.​

  • 💡 Improved Conversion Rates: Landing page optimization and retargeting strategies contributed to a 35% increase in conversion rates, effectively turning prospects into clients.​

  • 🔥 Positive Return on Ad Spend (ROAS): The combined advertising efforts yielded a 4:1 ROAS, demonstrating the efficiency and effectiveness of the campaigns.

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