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National wealth advisor lead magnet

Website Design

GOAL:

Broaden the audience to include millennials and more mobile-centric investors. Increase online inquiries by enhancing interaction, engagement, and the user experience.

TACTIC:

Develop a new best-in-class podcast that showcases the investment advisor’s expertise and quickly communicates the client’ core services/value.

TARGET:

  • Referral Sources/Influencers
  • Existing Clients
  • Early stage investors
  • Midlife and later stage investors

RESULTS:

The new website surpassed all launch goals by 200 percent. Project is being scaled as test light-up drove a 3.41 percent conversion rate.