🚀 Need a plan for product-led growth? Start with an strategy sprint
Meet Capital Growth: a San Diego based wealth management firm. Specialized in estate planning and portfolio management, this team of a dozen highly qualified financial planners, consultants, analysts, and lawyers are focused on helping people finance their futures.
As a small local firm, the majority of Capital Growth’s clientele comes from referrals, but their website wasn’t serving as a good validation piece for prospective customers. It was outdated and lacked resources. Their clients were also looking for an easy self-education hub and to be kept in the loop on market trends, company updates, and client relationship events.
We helped Capital Growth bring their brand to the modern age with a full re-brand and a new website. With this foundation in place, we were able to run quarterly webinars, publish monthly educational resources, and even build a few interactive lead generation tools such as risk assessment tests and wealth percentile calculators. Pair this with monthly social media calendars and client emails, and Capital Growth’s client retention rates rose, their referrals closed faster and more frequently, and clients started self-serving on their website instead of taking up administrative time.
Company
Main Office
300-420 North Service Road East
Oakville, ON 🇨🇦 Canada
L6H 5R2
Hotline
