Industry: Financial Services
SEO Design Chicago helped a fee-only financial advisory firm in Chicago’s North Shore attract high-net-worth clients through sophisticated digital marketing that established their expertise in retirement planning and wealth management.
189%
increase in qualified consultations
$1.2M
$1.2MAverage new client assets under management
234%
234%Increase in organic website traffic
Challenge:
A fee-only financial advisory firm on Chicago’s North Shore was losing potential clients to larger wirehouses with bigger marketing budgets. Their expertise in serving pre-retirees and business owners wasn’t reaching their target audience, and compliance restrictions made digital marketing feel impossible.
Solution:
Compliant Website Design
We created a professional financial advisor website with proper disclosures, educational content, and clear calls-to-action for scheduling consultations.
SEO for Financial Services
Our SEO strategy targeted searches like “fee-only financial advisor Chicago” and “retirement planning North Shore.”
LinkedIn Marketing
We developed a LinkedIn strategy to reach high-net-worth professionals and business owners with thought leadership content.
Content Marketing
Our content team created educational articles on retirement planning, tax strategies, and wealth management that established authority.
Results:
- 189% increase in qualified consultation requests
- Average new client brought $1.2M in assets under management
- 234% increase in organic website traffic
- Firm AUM grew by $18M in first 12 months
