A wealth management firm looking for people close to retirement.

The brief

A financial advisory firm wanted booked appointments with people planning their retirement.

What I found

Generic finance ads drew curiosity and few appointments. The pages asked for trust before they had earned any.

What I changed

• Facebook lead generation campaigns aimed at one life moment at a time.
• A landing page for each seminar and offer, written in the adviser's voice.
• Advice on follow-up, so the firm called new leads while they still remembered the ad.

Where it stands

Almost two years of continuous work, ads and landing pages together.