Tim wanted to generate leads and engage clients more deeply.
Like many business owners, he just didn’t have the time or resources to make it happen.
The Problem.
Tim knew his financial planning firm needed a strong marketing strategy, but like many business owners, he just didn’t have the time or resources to make it happen.
He wanted to generate new leads and connect more deeply with his existing clients but had no idea where to start. Social media felt like a missed opportunity, and Tim also saw the potential in bringing his team’s stories to the forefront - they were the ones on the frontlines with clients, after all.
He needed a way to showcase their expertise and the real impact they were having.
Why Tim sought help: the moment of realisation.
Tim reached out to us because he knew his firm had so much more to offer but wasn’t quite sure how to bring it all together.
He wanted a social media presence that educated potential clients on the problems his firm solved every day and to create content that highlighted his team’s expertise.
His goal was to not only generate leads but to build deeper relationships with clients and create a pipeline of new opportunities - especially from referral partners who were crucial to his firm’s growth.
The Process: How we helped.
We started by crafting a social media strategy that focused on educating Tim’s audience. Instead of generic posts, we built content that spoke directly to the financial challenges his clients faced - retirement planning, wealth management, and business exit strategies.
We also made Tim’s team part of the strategy, highlighting their unique expertise, testimonials, and stories from the field. They were the ones working closely with clients, and we wanted to put a spotlight on that connection. With some guidance, Tim’s team even began creating their own content, which added a personal touch to the firm’s social presence.
But we didn’t stop there.
We made sure Tim’s website reflected their authority in the financial space, enhancing their brand’s credibility. We fine-tuned their email marketing to keep clients engaged and implemented a testimonial-gathering process that worked on autopilot.
The result? A steady flow of new content, not just for social media but for email marketing, too.
The Results: How Tim felt afterwards.
Tim saw the impact almost immediately.
His social media channels were no longer just a box to check – they became a hub for educating clients and building trust.
Website traffic increased, as did client referrals. Tim’s team felt empowered by being part of the content creation process, and clients loved seeing the people behind the firm’s success.
Even referral partners commented on how the content helped them identify new clients for the firm more easily.
Tim went from feeling overwhelmed by marketing to leading a firm that was engaging, educating, and converting clients like never before.
Key takeaways and lessons learned for Tim:
Team Involvement
Builds Trust.
When your team contributes to content, it adds depth and authenticity that clients and referral partners love.
Educational
Content Matters.
Speaking directly to the problems your clients face builds authority and drives engagement.
Consistency
Is Key.
A regular content strategy, combined with a streamlined testimonial process, keeps your business top-of-mind and drives new leads.
