National wealth advisor lead magnet

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.

Close up of employee page of website Screenshot from national wealth advisor website designed by Fabcom Close up of website design details for national wealth advisor designed by Fabcom Close up of title details with vector icon
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