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.
WSI Connect is helping LFS increase their conversion rate of website visitors into clients through website optimization and a lead nurturing system. To begin, WSI conducted a website design audit and determined that optimization will include adding strong CTAs to the homepage and inner pages, improving the website’s content structure, and adding trust factors. WSI will design the website to make a powerful first impression that hooks visitors.
Next, WSI Connect will implement a lead nurturing system that will help LFS identify prospects and move them along the buyer’s journey to the Decision Stage, where prospects finally decide the specific service or company they’ll use. This system involves tailoring blog content toward different stages of the buyer’s journey, and using an email drip system to guide prospects toward scheduling a consultation. WSI will also set LFS up with SharpSpring so they can create profiles for each prospect and track their progression toward becoming a client.
As LFS and the wealth management industry change, so will LFS’s website and lead nurturing system. WSI will track LFS’s progress through data recorded by Google My Business and Google Analytics, and make the necessary changes to help LFS improve their conversation rate. Going forward, WSI will help LFS attract more qualified prospects and achieve their mission of giving clients financial peace of mind.
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 how WSI’s digital marketing services can help your business.
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