A Data-Driven Approach to Wealth Management Marketing

THE CHALLENGE

A boutique independent wealth management firm sought to scale its existing marketing channels while testing new strategies to exceed marketing-qualified leads and surpass previous performance benchmarks. The firm needed a data-driven, integrated marketing approach that would drive efficiency, increase engagement, and reduce acquisition costs while maintaining high lead quality.


Key challenges:

  • Reducing cost-per-lead while increasing lead volume and quality.

  • Expanding geographic reach beyond initial markets.

  • Improving ad efficiency and conversion rates across search and social platforms.

  • Addressing performance inefficiencies in LinkedIn advertising.

  • Overcoming verification challenges for Local Services Ads.
  • THE STRATEGY & WORK

    To address these challenges, Level Agency implemented a full-funnel, data-driven strategy focused on efficiency, scale, and quality:

    Custom messaging was crafted for the company's two key audience segments:

    "New Money" (Growing Wealth): Focused on partnership, growth, and future security.

    • “We’re More than Advisors — We’re Dedicated Partners.”
    • “Building a legacy can be complex, but choosing the right partner doesn’t have to be.”
    "Old Money" (Preserving Wealth): Centered on legacy, time, and peace of mind.

    • “Wealth Management is Just the Beginning.”
    • “With Us, You Can Buy Back Your Time.”

    THE RESULTS

    The company's integrated marketing campaign delivered record-breaking results:

    Non-Branded Search:
    • 20% YoY spend reduction
    • 28% increase in CTR
    • 50% reduction in CPC
    • 30% increase in impression share with top-of-page rates over 80%

    Branded Search:
    • 89% impression share
    • CTR exceeding 27%
    • 500% YoY increase in form conversions

    Demand Gen:
    • 50% reduction in cost per conversion
    • 73% lead qualification rate

    Local Services Ads:
    • 79% reduction in cost per marketing-qualified lead
    • Overcame verification issues for a successful 2025 relaunch
    Through strategic optimizations, refined targeting, and creative enhancements, the company has set a new benchmark in boutique wealth management marketing, driving efficiency, scale, and quality at every stage of the funnel.

    Group-1

    WebMechanix is now Level Agency.

    This transformative merger brings together the rich histories and vast expertise of both agencies under one industry-leading brand. Level Agency’s clients now benefit from expanded resources, deeper insights, and a broader range of services, setting new standards for innovation in the digital marketing landscape.

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    Level Agency is now the leading expert in higher education marketing after acquiring Becker Media, combining decades of experience with advanced digital solutions. Clients can expect game-changing strategies that supercharge enrollment and drive unparalleled results.