Digital Marketing Agency
Founded in 1986, Ernst Wintter & Associates LLP (EWA) is an accounting and audit firm that specializes in helping businesses, nonprofits, and individuals with exceptional client service. EWA consists of experienced professionals whose collective knowledge allows them to quickly and efficiently take care of client needs. Their core focuses are broker dealer audits, 401(k) audits, nonprofit audits, and tax services for businesses and individuals.
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LFS Wealth Advisors (LFS) is a wealth management firm serving soon-to-be and current retirees in the San Francisco Bay Area. They use proven and goal-based financial strategies to help clients with portfolio management, equity compensation planning, retirement exit planning, and more. Clients are empowered through the financial literacy education and exceptional care they receive from the LFS team.
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Ehret Co. Plumbing & Heating is a family owned and operated business that provides professional plumbing, rooter, and gas service across the Bay Area. Founded in 1910, Ehret Co. has grown into a fully licensed and insured residential plumbing services provider that is open 24 hours a day, 365 days a year, and has the largest selection of faucet stems in the Bay Area. They stand proudly behind their work, and fix plumbing issues small and large.
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Best Financial Life (BFL) is a fee-only financial planning firm that serves families in the Bay Area. BFL is founded and run by Joe Morgan, a former Chief Investment Officer of Silicon Valley Bank, who has 25 years of experience managing money for some of America’s largest foundations, endowments, and corporations. BFL’s unique pricing model offers clients unlimited meetings and access for a single flat fee, which saves clients from the escalating fees of most financial advisors.
BFL partnered with WSI Connect to optimize its website by adjusting menu options, adding trust factors, targeting the appropriate buyer personas, and improving its content structure. Also added was a landing page for an ebook about the different types of tech company stock. By improving the website structure and refining its focus on prospects, WSI helped BFL better reflect the high quality and trustability of its financial services.
WSI also helped BFL implement and configure SharpSpring Services, a lead nurturing system, which provides valuable content to prospective clients in the Informational and Consideration buyer stages. SharpSpring also allows BFL to track the timeline of leads, such as when emails were sent, opened, and which links were clicked.
Moving forward, WSI will monitor BFL’s progress through measurement tools including Google Analytics and Google My Business. Specifically, WSI will review data regarding traffic sources, which are the paths through which prospects find BFL (email campaigns, Google search, Facebook, Yelp, etc.). WSI will summarize progress in monthly reports about visitor data, page traffic, and conversions. Additionally, WSI will help BFL edit/revise its blog posts to deliver concise and relevant financial content.
WSI Connect expects to increase BFL’s conversion rate, and further its mission to provide families the knowledge, insight, and inspiration to address the unique pain points of their personal finances.
WSI Connect provides custom digital marketing solutions to help businesses reach their audiences, increase engagement, and improve their conversion rates. Schedule a consultation today to discuss your business and how WSI’s digital marketing services can help you.
