Loftus Wealth Strategies is an established financial planning and wealth management firm with more than 30 years in business and 25 years of experience in the financial industry. The firm specializes in fee-only investment management, retirement income planning, tax strategy, and estate planning, serving clients across Delaware, Florida, Eastern Pennsylvania, New Jersey, Maryland, and Northern Virginia.
MARKETING OBJECTIVE
The goal was to increase Loftus Wealth Strategies’ online visibility, drive more qualified traffic to the website, and generate a steady stream of new client leads. The campaign focused on strengthening the firm’s digital presence, reaching potential clients at key points in the decision-making process, and turning increased online exposure into measurable business opportunities.
STRATEGY
Our first goal was to create a strategy that would increase web traffic, keep users engaged, and persuade users to download content, while tracking analytics from every level of the campaign. The Loftus creative team produced short form videos, financial guides and checklists. After a website audit, we formatted the on-site SEO then submitted a sitemap to the Google Search Console. Our team set up the ad account, analytics, and marketing funnel that would run and automate each process of the campaign. The marketing funnel would be used to monitor the campaign at each level. Prospects would click on an ad, submit info, then receive a guide via email. At the same time, their automatically added to the CRM and custom drip campaign.
RESULTS
159
WHITEPAPER DOWNLOADS
3
NEW CLIENTS
$2 MILLION +
ASSETS TO MANAGE
MONTHLY STATS
50,177
IMPRESSIONS
+223%
WEBSITE USERS
$13.42
COST PER LEAD
37
CONTENT DOWNLOADS
