Case Study · Financial Planning
Indigo Marketing Agency × Laurel Wealth Planning
Annual internet leads
year-to-date after launch
Lead volume increase
year-to-date after launch
Appointment show-up rate
post-launch
Ad spend required
post-launch
The challenge
What they were up against
Laurel Wealth Planning was generating only 2 to 4 inbound website leads per year and relied heavily on referrals to sustain growth. Its existing site did little to answer prospect questions or signal authority to high-net-worth searchers arriving from organic channels.
The approach
How the agency worked the problem
Indigo rebuilt the site as a conversion-focused, SEO-optimized financial advisor website with copy designed to pre-qualify HNW prospects and content blocks that addressed common due-diligence questions. Self-scheduling was integrated so organic visitors could book a complimentary analysis without a gatekeeping form-and-follow-up cycle. The launch was paired with an on-page SEO foundation intended to deliver qualified local traffic without ongoing ad spend.
Services deployed
- Website Redesign
- SEO
- Copywriting
Agency behind the work
Indigo Marketing Agency
Financial advisor marketing agency running content, SEO, and paid campaigns to attract high-AUM prospects.