When this financial planner reached out to us, the goal wasn’t just to increase leads—it was to unlock a new phase of sustainable growth. The planner had an excellent reputation, a loyal client base, and a decade of experience in the industry.
Yet, the business was stuck.
Referrals had slowed, lead generation was inconsistent, and the online presence wasn’t producing results. Despite working hard, the firm wasn’t gaining traction with new audiences.
Our team doesn’t believe in surface-level marketing or one-size-fits-all solutions. We work best when we’re involved from the ground up, evaluating every part of a company’s digital presence to build a coordinated, long-term growth engine. So, we stepped in with a strategy that was solely data-informed.
The result? Within a year, the financial planning firm doubled its client base and built a brand that now attracts business.
Initial Position: Stalled Growth and Missed Opportunities
The financial planner came to us with many of the same challenges we see in so many businesses beyond the financial sector:
Basically, the planner had invested time and money into digital marketing, but the results didn’t justify the effort. Most of their business came from existing clients or word of mouth, which had reached its limit. The website served more as an online brochure than a tool for growth. Ads were running, but they lacked targeting, messaging cohesion, and tracking.
We recognized right away that the issue wasn’t just a lack of visibility—it was a lack of strategy. So we got to work designing a complete system with each element working toward one goal: sustainable, measurable growth.
Our Approach: Omnichannel Marketing With a Custom Strategy
After our in-depth discovery and consultation process, we laid out a phased, omnichannel marketing plan. Everything was built on real data, informed by the planner’s audience, goals, and industry trends. We started with the foundation and then expanded from there.
Website Redesign and Conversion Optimization
The first step was rethinking the firm’s digital storefront. We designed a new website from the ground up—clean, responsive, fast, and focused on conversions. It wasn’t just about looking modern. Every piece of copy, layout, and design element served a purpose: to build trust, offer clear information, and drive prospective clients to reach out.
The new site integrated client testimonials, financial planning tools, a well-organized service breakdown, and clear calls-to-action throughout. Visitors now had both a reason to stay and a reason to act.
SEO Strategy for Long-Term Visibility
Financial services is a highly competitive sector, especially when it comes to search engine rankings. So, we launched a full-scale SEO campaign aimed at building organic visibility in the planner’s local market and surrounding areas. This included:
We also addressed technical SEO, improving crawlability and performance metrics that Google prioritizes. Within months, the site began appearing in search results for high-value keywords, including “independent financial planner near me” and “retirement planning services Los Angeles.”
Targeted Paid Advertising
We rebuilt the planner’s paid ad strategy from scratch. This time, every dollar was tracked, every impression analyzed. Campaigns were split across Google Ads (for high-intent searchers) and YouTube (for brand awareness).
We focused on lead forms, call tracking, and retargeting. When someone visited the site and didn’t convert, they saw relevant ads later, encouraging them to return. These remarketing campaigns significantly boosted the number of touchpoints with interested leads and increased conversions over time.
Content Marketing With Authority and Depth
Financial planning is a trust-based service. Prospects want guidance from someone they believe is informed, honest, and reliable. Content marketing played a major role in establishing that authority.
We created a custom editorial calendar, producing monthly blog posts, downloadable guides, and a quarterly email newsletter. Topics were chosen based on search trends, client questions, and seasonal relevance—like how to prepare for tax season or ways to financially protect a small business.
This content didn’t just inform—it ranked. Many blog posts began showing up in search results, bringing in organic traffic and serving as entry points for potential clients.
Social Media for Brand Building
Previously, the planner’s social media presence was largely inactive. We created a consistent publishing schedule for platforms like Facebook and LinkedIn. We shared thought leadership posts, client success stories (with permission), blog content, and short videos answering frequently asked financial questions.
This helped the planner reconnect with former clients, gain exposure to friends of current clients, and begin building a community. It also helped support other marketing efforts by boosting brand familiarity.
Tracking, Reporting, and Iteration
We like to think that one of the many factors that makes us different is that we don’t “set and forget.” We use analytics and reporting to constantly measure what’s working and what needs refinement. Our client received monthly performance breakdowns with straightforward summaries, actionable insights, and next steps.
Through this feedback loop, we were able to shift more budget to the top-performing ad platforms, double down on keywords that were converting, and adjust page content to improve dwell time and lead quality.
The Outcome: Doubling the Client Base in 12 Months
The results were striking—and most importantly, measurable.
Most significantly, the planner finally had a system in place that they could depend on. They no longer had to wonder where their next clients were coming from or how to compete online. Their brand was clear. Their presence was consistent. Their growth was predictable.
More Than Just Financial Planners
Dow Digital doesn’t offer short-term hacks or one-size-fits-all solutions. We help small businesses that are ready to grow—and successful businesses that want to scale further. Whether you’re in financial services, legal, healthcare, retail, or a completely different industry, our team builds custom systems around your goals and your audience.
We’re selective about who we work with. If you’re ready to grow, and if we’re confident we can help, we’ll invite you to work with us under a revenue-based pricing model that aligns your success with ours.
If you think you might be a good fit, reach out today. We’ll start with a free consultation and audit—no pressure, no generic slideshows. We’ll review your current marketing efforts, identify areas for growth, and outline a roadmap tailored to your business. You’ll leave that call with clarity, strategy, and an understanding of how we can potentially help.
At Dow Digital, we build more than campaigns. We build momentum. Momentum that lasts. Let’s talk.
Website traffic increased by over 170%
Lead conversion rate more than doubled
The client base doubled in a year
Email newsletter engagement reached an open rate of over 40%
Social media engagement improved by 300%
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