wealth-management-marketing

Guardian Wealth Management

A NEXA CASE STUDY

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

12

Month Campaign

1,200

Leads Generated

12%

Conversion from Lead to Closed Sale

$975,000

Closed Deal Value (ROI 1:8.4)
2-layers

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