Client Type:
Financial Advisory Firm (QLD)
Services:
Lead Generation | CRM Automation | Nurturing Campaigns | Website Revamp
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The Challenge
A boutique financial advisory firm relied 85% on referral & word of mouth. Their website had minimal traffic and non-qualified leads (Tire kickers)
Our Solution
My Client Connect rebuilt their digital ecosystem:
- • Designed a modern, compliant landing page targeting “Superannuation Reviews” and “Wealth Strategy Sessions.”
- • Implemented a multi-step funnel (With SMS Pin verification) integrated into a purpose built CRM, automating lead capture, follow-up SMS, and booking flows.
- • Deployed targeted Meta and Google Ads, segmenting audiences by age, income, and financial goals.
- • Created a 6-part email and SMS nurturing sequence designed to educate and convert.
The Results
- • Cost per lead reduced by 63% (from $120 → $44)
- • Lead-to-appointment rate increased 2.8×
- • 40% more booked consultations within 60 days
- • CRM automation saved the admin team 10+ hours per week
Key Takeaway
By combining compliant marketing funnels with smart automation, financial advisers can achieve scalable growth without increasing staff.