Capital Growth
Year
2023
Services
- Content Marketing
- SEO
- Social Media Management
- Email Marketing
- Lead Generation
Industry
- Financial
Modernizing Financial Content to Drive Better Decisions
Capital Growth, a San Diego wealth management firm, specializes in estate planning and portfolio management, with a team of financial experts dedicated to helping clients secure their futures. Relying mostly on referrals, their outdated website wasn’t meeting client needs for resources, market updates, or event info. To build trust, attract leads, and better engage clients, they wanted to revamp their website digital presence. Here’s how we helped:
- Educational Content Hub: Created high-value resources like market trend reports and estate planning guides to position the firm as a trusted financial expert.
- Interactive Lead Tools: Developed tools like a “Wealth Percentile Calculator” and “Risk Assessment Test” to engage visitors and generate leads.
- Enhanced Outreach: Launched targeted social media and email campaigns to increase client retention, referrals, and lead conversion.
180
Increase in Monthly Website Traffic
78
Growth in Social Media Followers
59
Improvement in Organic Search Rankings
Downloadable’s for Email Subscriptions
Market Trend Reports
We delivered monthly reports highlighting market trends in various industries and geographical regions to educate clients on investment opportunities and risks. Our team connected these downloadables to monthly social media calendars and targeted client email campaigns to amplify Capital Growth’s reach.
Impact:
- Positioned the firm as a thought leader in wealth management.
- Created direct engagement opportunities with current and potential clients.
