At Rohde Marketing, we take pride in helping businesses like Wealth Planning & Design, a leading Sarasota financial business, achieve visibility and client growth. Mark and Jeremy, the dynamic leaders of the firm, sought a strategic marketing approach to expand their client base. Their goal was to attract individuals and families in the 941 area code who needed wealth management services.
Challenges Faced by Wealth Planning & Design
Before partnering with us, Wealth Planning & Design struggled with a minimal digital presence. Their website was outdated, and they lacked a Google Business page. Most of their clients came through word-of-mouth referrals. Mark and Jeremy needed a reliable solution to increase visibility and revenue.
Our Strategic Solution
We began with a discovery process, meeting with Mark and Jeremy to understand their business goals. This process allowed us to craft a personalized marketing strategy to tackle their challenges effectively.
We designed a new, user-friendly website that showcased their expertise and services. Additionally, we connected them with high-net-worth individuals through our network in the Lakewood Ranch Business Alliance and local chambers.
We arranged speaking engagements to highlight their wealth management services. These events provided opportunities for them to connect directly with potential clients. To further generate leads, we ran ads promoting webinars that educated people on financial planning.
Digital Marketing Tactics
We implemented Facebook, Instagram, and Google PPC ads to increase traffic. Geotargeting played a key role by focusing on individuals near wealth management firms and other relevant locations. This targeted approach boosted impressions by 32%.
We also updated their marketing images and rewrote ad copy to improve engagement. These efforts led to a 16% increase in revenue and significantly more website traffic.
A Thriving Partnership
Mark was thrilled with the results and continued investing in our strategies to drive growth. Together, we built a partnership based on trust and measurable success.
Why Choose Rohde Marketing?
At Rohde Marketing, we specialize in helping Sarasota businesses like Wealth Planning & Design thrive. From digital marketing strategies to website design, our expertise delivers results. Contact us today to elevate your business.
Visit Rohde Marketing to learn more about our services. Learn about Wealth Planning & Design at Wealth Planning & Design.