Case E · Website + Ads — Financial Advisers
Fewer first meetings with the wrong people
Independent financial adviser
Client preferred to stay anonymous.
Build trust and qualification before a consultation — fewer, better-suited prospects.
Starting point
A financial adviser whose time was going into first meetings with people the practice could not help — wrong stage, wrong circumstances, wrong expectations — because the website gave nobody a way to work that out in advance.
Business task
Do the trust-building and the qualifying on the page: explain the process, the credentials, the fees and the compliance position, and let the review-call form filter for fit. No claims about returns or performance anywhere.
Solution
What we would build, module by module.
- 01An education-led landing page that explains how advice works before it asks for anything.
- 02Audience and profile segmentation: who the adviser works with, and who they refer elsewhere.
- 03Process, credentials, fee structure and regulatory information set out in full.
- 04A review-call form with qualification fields, so both sides know whether the call is worth having.
- 05Carefully compliant Google Ads, written and reviewed against the relevant financial promotion rules.
Outcomes
What changes in how the business runs.
Directional, not measured: this is what the setup makes possible, described without figures we cannot stand behind.
- First calls that start from a known profile and a known question.
- Fewer meetings with people outside the adviser’s scope.
- Fees and process stated up front, which removes the awkward part of the first conversation.
- A compliant foundation for paid search, should the adviser choose to use it.
Services used
Industry
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Is this close to your situation?
We reply with what we would do first, what it costs and when we could start — or pick a time and talk it through with one of us.
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This case study is illustrative. Actual results depend on your market, budget, offer, operational capacity and other factors outside our control.