Lead Generation
Net Worth Advisory Group
2023
In today's competitive landscape, independent Registered Investment Advisors (RIAs) are constantly seeking ways to attract new clients and drive growth.
Lead Generation
Advertising
Website Design
Content Creation
Scaling Net Worth Advisory Group's Lead Generation
In today's competitive landscape, independent Registered Investment Advisors (RIAs) are constantly seeking ways to attract new clients and drive growth. This case study sheds light on the collaborative journey between Net Worth Advisory Group—an independent RIA serving affluent Utah residents—and House of Work, a global marketing and automation agency.
Net Worth Advisory Group approached House of Work with a challenge: their existing Google Ads strategy was falling short of delivering the desired leads for their 10 advisors. Dissatisfied with the results, they sought House of Work's expertise to revamp their digital marketing strategy. This case study reveals how House of Work transformed Net Worth Advisory Group's lead generation efforts, resulting in a significant increase in leads.
Ideation
Identifying the Lead Generation Challenge
The journey began with House of Work and Net Worth Advisory Group identifying the challenge at hand—an underperforming Google Ads campaign failing to generate sufficient leads. In the Ideation phase, House of Work initiated a thorough analysis to understand the issues and areas for improvement.
Crafting a Comprehensive Solution
With a clear understanding of Net Worth Advisory Group's challenges and goals, House of Work's creative team brainstormed innovative solutions. They outlined a comprehensive strategy aimed at enhancing Google Ads, establishing a robust local presence through LSAs, achieving Google verification, and harnessing Facebook Ads for targeted lead generation.
Keyword Research and Optimization
As part of the Ideation phase, House of Work conducted extensive keyword research to identify high-impact search terms. They optimized Net Worth Advisory Group's Google Ads with these carefully selected keywords to ensure maximum visibility to the right audience.
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Execution
Optimizing Google Ads with Personalized Landing Pages
Moving into the Execution phase, House of Work implemented changes to Net Worth Advisory Group's Google Ads campaign. They designed multiple personalized landing pages to enhance user experience and increase conversion rates.
Setting Up Google Local Services Ads (LSAs)
House of Work expanded Net Worth Advisory Group's digital presence by configuring Google Local Services Ads (LSAs). This involved optimizing ad content and targeting to effectively capture the local market.
Achieving Google Verification
House of Work facilitated the Google verification process—a critical step in the Execution phase. This verification allowed Net Worth Advisory Group to establish credibility and visibility in local search results, bolstering their online presence.
Launching Targeted Facebook Ads
In parallel, House of Work initiated a Facebook Ads campaign. They created captivating video ads to attract new website visitors and implemented retargeting ads to nurture leads.
Content Creation and Ad Copywriting
House of Work's Execution phase also involved crafting compelling ad copy and creating engaging content for both Google Ads and Facebook Ads. This content was designed to resonate with Net Worth Advisory Group's target audience, compelling them to take action.
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Completion
Impressive Lead Generation Results
With the Execution phase successfully concluded, House of Work and Net Worth Advisory Group achieved significant results. The lead generation strategy generated a total of 30 new leads within just four months, marking a remarkable improvement over past performance.
Ongoing Campaign Monitoring and Optimization
House of Work continued to monitor and optimize the lead generation campaigns even after the initial success. This ongoing effort ensured that Net Worth Advisory Group's digital marketing efforts remained effective and adaptive to market changes.
Conclusion
House of Work's comprehensive lead generation approach, spanning Ideation, Execution, and Completion phases, delivered tangible results for Net Worth Advisory Group. This partnership not only boosted lead generation but also increased the firm's online visibility and credibility in their local market. House of Work's expertise in marketing and lead generation continues to empower their clients in the competitive landscape of independent RIAs, demonstrating the potential for growth through strategic digital marketing initiatives.
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