Guardian Wealth Management: Lead Generation for Financial Services

Although an established company within the wealth management industry, Guardian Wealth Management faced a familiar problem, where the building of trust and credibility with prospects is challenging especially when selling products such as Life Insurance and Savings Plans.  

Objectives:  Build trust and credibility with prospects to drive lead generation, improve domain reputation and increase organic ranking.

Challenges:  Industry reputation, internal challenges due to all previous leads generated by outbound cold calling

Solution: Build online reputation by creating helpful blogs, videos and e-guides.  Social media campaigns to drive awareness to highly targeted audiences and HubSpot to manage and measure all engagement


Month Campaign


Leads Generated


Conversion from Lead to Closed Sale


Closed Deal Value (ROI 1:8.4)

Need a quote?
Just ask…

Get in touch with us if you have a web development or digital marketing project that you would like to get

Request a Quotation