Wealth Advisory Services - Lead Generation
In early 2025, a national wealth advisory firm approached us following the sudden departure of their internal digital marketing lead. With ambitious growth targets and a sophisticated sales process, they had turned to a premium digital agency to fill the gap. Despite a $130,000 monthly Google Ads budget, campaign performance had stagnated. Leads were inconsistent, conversion volumes were far below target, and the agency lacked a deep understanding of the firm's financial services model and client acquisition metrics. With pressure mounting from leadership and quotas slipping, the firm needed a performance-driven partner who could realign marketing to business outcomes.
Before
Misaligned Strategy
The previous agency failed to understand the sales process and client journey; campaigns lacked strategic direction.
Generic Ad Messaging
Campaigns used broad, templated ads that didn't speak to the wealth advisory firm's high net worth audience.
Underwhelming Lead Volume
Despite giving them an open scaling budget (they were unable to spend above $135k) to hit lead quotas, their numbers were falling short of targets.
No Sales Funnel Visibility
No clarity on lead quality, attribution, or follow-up processes; marketing wasn't connected to revenue.
Before we started
What we did
Account & Strategy Overhaul
- Audited all previous campaigns for structural gaps, wasted spend, and tracking issues
- Rebuilt Google Ads account with a performance-first structure – ran new campaigns concurrently first, before switching completely
Conversion-Focused Segmentation
- Separated branded, service-specific, and demand-gen campaigns
- Built custom targeting around high-value persona segments
Intelligent Bidding & Budgeting
- Applied portfolio bid strategies to control CPC and lead quality
- Shifted budget toward top-performing geographies and keywords
Performance Visibility & Sales Alignment
- Guided full-funnel tracking to map lead journey and ROI
- Created dashboards to help sales teams understand campaign impact
CRO & Landing Page Optimization
- Conducted audit of key landing pages to identify friction points
- Implemented trust elements, tighter messaging alignment, and form simplification
After
After our changes
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