Financial Advisory Firm Builds $45M AUM Pipeline in 8 Months

We built a sophisticated lead generation system for high-net-worth prospecting: Ideal Client Targeting: Developed detailed personas for their best clients (pre-retirees, business owners, sudden wealth events) and built campaigns specifically targeting these segments. Educational Webinar Funnel: Created a monthly webinar series on retirement planning topics that attracted qualified prospects who self-identified through registration questions. Content-First Approach: Developed gated guides ("The Executive Retirement Playbook," "Business Owner's Exit Planning Guide") targeting specific high-value prospects. Multi-Channel Campaigns: Launched coordinated campaigns across Google, LinkedIn, and Meta—each platform optimized for different stages of the prospect journey. CRM & Nurture Implementation: Set up HubSpot with automated nurture sequences that warmed leads over 6-12 months, matching the long financial services sales cycle. Compliance-Ready Creative: Ensured all marketing materials met SEC and FINRA requirements while still being effective—a balance most agencies fail to achieve. Retargeting & Remarketing: Built sophisticated audience segments for retargeting website visitors across platforms without being intrusive.