The firm
Strong expertise. Almost nothing online to show for it.
An independent registered investment advisory firm serving pre-retirees, business owners, and professional clients. Strong advisors, real credentials, genuine expertise — and almost nothing online to show for it.
Prospects who searched couldn't find them. Prospects who found them couldn't tell what made them different. The expertise was there. The visibility wasn't.
The challenge
The work was fragmented—or not happening at all.
- A website of three thin pages: slow, invisible to search, with no way to publish content or capture leads.
- No Google Business Profile at all — effectively invisible in local and map search.
- No content program and no consistent social presence.
- Every piece of marketing had to clear compliance, and that friction meant very little ever got published.
The firm didn't need advice on what to fix. It needed the work done, consistently, without becoming a marketing department.
What we did
Built the foundation, then kept the engine moving.
Rebuilt the website from the ground up. A fast, custom, search-ready site with a living resource section built to publish — the foundation everything else runs on.
Created a local presence from zero. We stood up the firm's Google Business Profile from scratch, then built a review flywheel around it — growing from no reviews to 120+, turning an invisible firm into one that shows up when nearby prospects search.
Turned on an ongoing content and social program. Original, firm-specific articles and social posts, published on a steady cadence and promoted across the firm's channels — produced by the engine, refined by a specialist, so the advisors spent zero time operating it.
Put real compliance behind every piece. Content runs through a dedicated compliance review-and-revision workflow before it's published. Because it's built to pass, it typically comes back clean — with no changes required.
Kept the record straight. Published social content is archived to support the firm's recordkeeping.
The results
Visibility became a working business asset.
- 3 pages → 70+ pages and counting, including a resource library the firm publishes to every month.
- 0 → 120+ Google reviews, and a real local search presence where there was none.
- Qualified leads every month since launch: high-net-worth individuals and families the firm booked meetings with. Before, online produced none.
- +153% organic search traffic, from content and SEO work compounding month over month.
- Consistent, firm-specific content published and promoted, with zero advisor time spent running it.
The payoff
More qualified conversations. More time for clients.
The website, content, and local presence worked together to help the right prospects find the firm, understand its value, and book a conversation.
We handled the marketing. The advisors stayed focused on serving clients and turning qualified conversations into new relationships.
In their words
“We went from no online presence to a steady flow of qualified leads — high-net-worth individuals and families we're booking meetings with and turning into clients. Honestly, it gave us a real brand.”
Results described reflect one firm's engagement. Individual results vary.