BrightBeam
Client Spotlight
Wise Money
The Client: Wise Money
The company’s founder, with over 20 years of experience, has become the cornerstone of the brand’s identity, offering personalized financial advice and a distinctive approach to managing wealth.
Our Strategy:
Google PPC Ads
Website Design
Logo & Branding
Key Results:
Leads
5X Increase in Contacts
Interest
Boost in Quality Apps
Client dramatically increased the number of phone appointments with qualified, potential customers.
Revenue
$1.4 Million Additional
The business was able to generate and additional $1.4 million in total revenue, directly linked to our strategic marketing efforts.
Profit
Improved Results
There was a significant boost to profit and success for the business and their ability to serve clients from our services.
Challenge:
Expanding Wise Money's Market Reach
Wise Money faced the challenge of a limited digital presence, relying primarily on a YouTube channel for lead generation. Their existing website was a simple one-page design that failed to capture potential leads effectively. The company aimed to broaden its reach, enhance its digital footprint, and increase high-value client interactions.
Solution:
Branding and Web Development
Adopted a striking black and orange color scheme and designed a logo that resonated with the client’s vision.
Built a comprehensive website with a focus on user engagement, featuring the founder’s image to personalize the brand.
Content Creation and Lead Magnets
Targeted Advertising
Launched a Google Ads campaign aimed at affluent individuals across the United States, focusing on niche financial planning services.
CRM and Email Marketing
Wise Money Website Gallery:
Enhanced Lead Generation
For Wise Money, we revolutionized lead generation by creating comprehensive educational guides and a user-friendly toolkit.
This strategic approach not only educated potential clients about financial planning but also positioned Wise Money as an authority in the niche financial sector.
Increased Engagement and Trust: The educational content enhanced client engagement, establishing Wise Money as a trusted advisor in financial planning.
Google Ads Management
For Wise Money, our focused Google Ads campaign played a pivotal role in driving high-quality leads. By strategically targeting keywords related to the client’s niche in financial planning, we were able to attract a more refined audience, significantly increasing the number of potential high net worth clients.
Quantifiable Success:
Our strategic approach is yielding remarkable results for Wise Money:
Facilitated an increase in new high-value client meetings per month, contributing to a substantial increase in potential.
Generated an additional $1.4 million in business revenue, directly linked to the new leads and strategic marketing efforts.
Future Outlook for Wise Money:
Wise Money plans to continue its growth trajectory by:
Adding SEO services to help improve customer cost per conversion and web presence.
Take The Next Step With BrightBeam
Inspired by Wise Money’s transformative journey? Your business could be next. Envision the growth and success Brightbeam can bring with our targeted digital marketing strategies and custom web design services. We don’t just amplify your online presence; we turn it into a powerhouse of customer conversion.
Unleash your business’s full potential. Connect with Brightbeam today, and let’s lay the groundwork for your success.