Branding, Website, and Marketing Strategy Drives High-Quality Leads to Financial Services Firm

client profile

This financial services firm provides a family office style approach to financial planning and investment advising. They help clients with complex wealth management needs including people who have recently had a major liquidity event or who are nearing or at retirement.

The Challenge

Our client had grown their business through word of mouth and referrals for years but had reached a point where they needed inbound leads to scale successfully. They had engaged a branding firm as well as a lead generation company that weren’t able to deliver the results they were looking for, so they reached out to Red Egg. Prior to working with Red Egg, they had not received an organic website lead and did not rank in search results for any keywords.

The Solution

We listened to their goals and created a new brand strategy outlining key messages and client personas. The brand strategy then guided a website build designed to support our multi-faceted digital marketing approach. We planned out the website and wrote the content knowing lead capture from SEO and digital advertising traffic was a top priority. We developed a content marketing strategy including blog posts, case studies, whitepapers, and videos that were targeting high-intent keywords. We used Google search ads and local services ads to drive geotargeted website traffic and calls while honing our strategy using CallRail tracking.

The Results

Within a year’s time our client ranked on the first page for over 30 high-intent keywords in Denver and their visibility continues to grow. The website brought in clients that fit the target personas created in the brand strategy which led to high conversion rates. The success of our strategy led them to increase their overall marketing investment.

Key Metrics


increase in website visitors


in new assets in 6 months


top 10 keywords in 6 months

Our financial services firm hired Red Egg to overhaul our website, brand identity, and messaging. We were blown away with the resulting website, and Red Egg now handles our ongoing marketing efforts. I’ve continually been impressed by their ability to quickly learn the ins and outs of our industry, identify what is important to us and our clients, and adapt messaging and marketing accordingly.I would recommend Red Egg to any company looking for a marketing firm to partner with!

Grant Bugner

Investment Advisor, Morgan Rosel Wealth Management


seo | digital advertising | website design | email marketing | marketing strategy