A financial planning firm with $200M AUM struggled to attract new clients digitally, relying on seminars and referrals that produced only 3-4 new clients per month.
Finance IndustryMarketing Funnels Service8 months Timeline
Meridian Wealth Management
New client inquiries tripled from 4 to 12 per month with an average new client bringing $850K in managed assets.
The Challenge
Our Approach
Built educational content funnels around retirement planning topics, created gated resources like retirement readiness assessments, and implemented nurture sequences moving prospects from education to consultation.
The Results
New client inquiries tripled from 4 to 12 per month with an average new client bringing $850K in managed assets.
The retirement readiness tool alone generated 60% of all qualified leads.
Before & After
Before
3-4 new clients monthly from seminars and referrals
After
12 monthly inquiries, $850K average new client AUM
Our seminars attracted retirees, but Solomon content funnel attracts high-net-worth pre-retirees who are actively planning. The quality and size of new accounts has been transformative for our practice.
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