First Financial Consulting
First Financial Consulting provides fee-only retirement planning and consulting services. They wanted to attract more pre-retiree and retiree clients by better understanding and communicating with their target prospects.
22% to 53%
Online lead conversion
increased from 0% to
Identify target audience based on research
Build a personalized website and content marketing experience
Improve lead volume, lead quality, and grow referrals
We launched a new inbound and marketing automation strategy and software solution using SharpSpring.
Targeted Nurture Campaigns
We created targeted nurture campaigns, developed guides and surveys for each audience, and re-designed the website to help prospects self-select their preferred content.
Sent E-blasts for Advisors
We began sending e-blasts from individual advisors to their respective clients and prospects rather than sending from a generic client services email.