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Case study · SEO + AI search + Paid search + Paid social · Client for 5 years
How a fiduciary wealth management firm grew brand searches 51% by adding paid media to a strong SEO foundation
For three years we focused on SEO, building content and local visibility for a multi-state wealth management firm. Two years ago they added paid search and paid social. The ads brought in leads, and they also did something harder to buy: more people started searching for the firm by name.
The challenge
Reaching the right investors, in a regulated industry
A very specific audience
The firm serves people with significant savings and investments. Broad traffic and job seekers waste budget, so every channel had to find the right investors.
New offices, new markets
Expanding into new cities meant building local visibility where the firm's name wasn't known yet.
Compliance and privacy
Every ad and page needs compliance approval, and a new cookie consent tool reduced what analytics could see.
Our approach
THE STRATEGY
Put the firm in front of the right investors with paid media, built on years of content and local SEO, so the ads drive leads and grow the brand, and more people come looking for the firm by name.
Five years, two phases, one strategy
SEO built the foundation. Paid media scaled the reach.
SEO + AI search
Be the trusted answer
- Location pages and local signals for every office, including Google Business Profiles, listings and local chamber links.
- Blog and podcast content on taxes, retirement and investing, planned with advisors and optimized for search and AI.
- Schema guidance, including video schema for podcast pages, plus YouTube title optimization.
- AI citation research into which competitor pages AI tools cite, to shape what to publish next.
Paid search
Find investors near each office
- A campaign for each location, capturing searches like "wealth management in [city]" and "near me."
- Ads that qualify the audience with headlines that named the firm's portfolio minimum, which lifted click-through and conversion rates.
- Performance Max for local campaigns, with tighter conversion value rules and weekday-only scheduling so every call gets answered.
- Constant query cleanup to cut tax-preparer and job-seeker searches.
Paid social + tracking
Build the brand, measure it
- Advisor-led creative on LinkedIn and Meta: advisor ads, education videos, podcasts and webinar promotion.
- LinkedIn document ads such as a pre-retirement checklist for people nearing retirement.
- Budget shifted to Meta for reach, where cost per thousand impressions was about 17x lower than LinkedIn.
- HubSpot and consent-aware tracking, plus server-side options to recover data lost to cookie settings.
The results
More people know the name
The biggest win wasn't in a single campaign report. As paid media and PR grew, so did the number of people searching for the firm directly, the clearest sign that awareness is building.
They are data/results driven, great communicators, and have helped us tweak our strategy for the better. We are looking forward to working with them for a long time!
Financial services marketing
Grow your brand and your pipeline
We help financial advisors and wealth managers reach the right investors across search, social and AI, with every ad and page built for compliance review.
let's find your next investors ↓