FAG faced several major hurdles:

• Low-quality traffic: Website generated leads, but most were unqualified (e.g., non‑investors).

• Limited visibility: Competitors with stronger digital footprints dominated search results.

• High acquisition cost: PPC campaigns were inefficient—low conversion rates with growing spend.

• Underutilized digital channels: Organic SEO and social media presence were minimal.

Objective: Maximize qualified traffic, reduce acquisition costs, and improve conversion rates with a tailored digital strategy.

1. Audit & Discovery

• Conducted deep-dive interviews to understand FAG’s client profiles, service pillars, and business goals.

• Reviewed existing PPC and SEO performance, identifying inefficiencies and targeting gaps.

• Analyzed top competitors’ landing pages, search terms, and ad structure.

2. Strategy & Planning

• Segmented Targeting: Created distinct buyer personas—e.g., pre-retirees, small business owners, estate planners—to tailor campaigns.

• Smart PPC Structure: Organized ad groups by persona and intent (informational vs transactional), enabling precise bidding and messaging.

• Keyword Expansion: Focused on long-tail, high-intent keywords such as “financial advisor for [profession]”, “estate planning near me”, “retirement advice investment minimum.”

• Optimized Landing Pages: Built persona-driven landing pages with case studies, advisor bios, and clear CTAs (“Schedule a 15-min call”).

3. Execution & Optimization

• Rolled out Google Ads, Bing Ads, and LinkedIn Ads with segmented campaigns.

• Employed ad extensions (sitelinks, callouts, structured snippets) to improve ad visibility.

• Set up conversion tracking for calls, form submissions, and chat interactions.

• Launched A/B tests on headlines, copy, and CTAs to maximize engagement.

• Simultaneously initiated SEO enhancements: on-page optimization, content creation (blogs, guides, webinars), and link-building from finance publications.