Website Design

National wealth advisor lead magnet

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.