Case Studies
Increasing Appointments for Financial Advisors Group
About Client
Financial Advisors Group is a Melbourne-based wealth management firm offering personalised financial planning and wealth management services. With a focus on high-net-worth clients, they sought to grow their client base by attracting more professionals and business owners who were in need of comprehensive financial advice.
The Challenge
Financial Advisors Group was facing the following hurdles:
- Low Lead Generation: Traditional marketing methods were not delivering the volume or quality of leads they needed to grow.
- Difficulty Reaching High-Net-Worth Individuals: Their existing marketing strategy wasn’t effectively targeting high-income professionals and business owners, their ideal clients.
Our Objective
Increase website leads
Increase brand awareness
Our Approach
Quirk Digital implemented a highly targeted digital marketing strategy aimed at generating qualified leads from high-net-worth individuals.
LinkedIn Ads
We ran targeted LinkedIn ads focusing on financial planning services for high-income professionals, including business owners and senior executives. The ads promoted the firm’s expertise in wealth management and offered free consultations to attract new leads.
Google Ads:
We launched a Google Ads campaign optimised for high-intent keywords such as “wealth management Melbourne” and “financial advisors near me.” The ads directed prospects to a custom landing page designed to convert traffic into appointments.
Webinars and Email Campaigns:
We promoted educational webinars on wealth management topics, which attracted high-quality leads. These leads were then nurtured through a series of email campaigns, guiding them toward booking a consultation.
The Results
Within three months of launching the digital marketing campaign
200%
Increase in Qualified Leads
By focusing on high-net-worth professionals via LinkedIn and Google Ads, we doubled the number of qualified leads in five months.
35%
Growth in Appointments
The educational webinars and nurturing email campaigns helped convert these leads into booked appointments, resulting in a 35% increase in consultations.
30%
Decrease in Cost per Lead (CPL)
With better ad targeting and optimisations, we significantly reduced the CPL, making the campaign more cost-effective.
“Quirk Digital’s approach to targeting high-net-worth clients was exactly what we needed. Their combination of LinkedIn and Google Ads, along with the educational webinars, brought in high-quality leads that we could nurture into appointments. Our calendar is now filled with consultations, and we’re consistently attracting the type of clients we’ve been aiming for. We’re very impressed with the results.”
Explore how we've driven results with paid ads in our case studies
"Our conversion rate improved by 4x since starting with Quirk Digital"
What We Learned
For financial services businesses targeting high-net-worth individuals, using LinkedIn Ads and Google Ads combined with educational content can significantly improve lead quality and reduce CPL. Nurturing these leads through webinars and personalised email campaigns further increases conversion rates
LinkedIn is ideal for high-net-worth targeting
LinkedIn Ads effectively reached the desired high-income professionals and business owners.
Educational content nurtures leads
Webinars and informative email campaigns were key to converting leads into booked consultations.
Google Ads drive qualified traffic
Targeting high-intent keywords brought in leads actively searching for financial advice, improving overall lead quality.
Clear value propositions increase conversions
Emphasizing the firm’s expertise and free consultation offer helped secure more appointments.
Combining paid search and social is powerful
Running both Google and LinkedIn Ads expanded reach and improved lead flow.
optimising CPL boosts profitability
By reducing the cost per lead through better targeting, the campaign delivered more appointments at a lower overall cost.
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