How a Financial Advisory Firm Doubled Qualified Consultations in 5 Months
A trust-first, full-funnel growth system built to improve lead quality, shorten sales cycles, and scale pipeline efficiently.
Key Results
+154% increase in qualified opportunities
2.1x increase in booked consultations
-36% cost per qualified lead
Results in 5 months
Client Overview
-
Industry:
Financial Services -
Business Type:
Financial advisory & wealth management firm -
Market:
Metro and multi-city -
Core Services:
Wealth management, retirement planning, investment advisory, insurance planning -
Growth Stage:
Established, but growth was constrained by lead quality and long sales cycles
About the Client
The client is a well-established financial advisory firm serving high-value clients. While their closing rates were strong, their pipeline was inconsistent and inefficient due to low-quality leads and poor nurturing. However, despite healthy demand in their markets, growth felt unpredictable. Some weeks service bays were full, while other weeks technicians sat idle. Marketing spend kept increasing, but booked appointments did not scale proportionally. They didn’t lack demand — they lacked a reliable lead-to-booking system.
THE CHALLENGE
The Problem
Before working with Growth Heist, the firm was facing:
Too many low-quality or unqualified enquiries
Rising cost per lead and cost per opportunity
Long and unpredictable sales cycles
Low trust from cold traffic
Poor conversion from enquiry to booked consultation
Inconsistent follow-up by the team
Business Impact:
Ad spend was increasing, but actual qualified consultations and revenue were not scaling proportionally.
THE DIAGNOSIS
What We Found
After auditing their system, we discovered:
Generic messaging that didn’t differentiate or build authority
No proper qualification before booking consultations
Weak trust signals and proof on landing pages
No structured nurture system for long decision cycles
No clear visibility into which leads turned into real clients
Conclusion:
They didn’t have a traffic problem. They had a trust, qualification, and nurturing problem.
THE STRATEGY
The Growth Strategy
We designed a trust-first, full-funnel pipeline system focused on:
High-intent and problem-aware demand capture
Authority-driven conversion funnels
Lead qualification before booking consultations
Long-cycle nurture and education systems
Retargeting and multi-touch trust building
Goal:
Build a predictable, high-quality consultation pipeline — not just generate more leads.
THE EXECUTION
1
Acquisition Layer
- Rebuilt Google Ads around:
- High-intent advisory and planning searches
- Problem-based keywords (retirement, tax planning, etc.)
- High-intent advisory and planning searches
- Launched LinkedIn and Meta campaigns for authority and education
- Implemented retargeting for long decision cycles
2
Conversion & Qualification Layer
- Built:
- Authority-focused landing pages
- Multi-step qualification forms
- Consultation booking funnels with filtering
- Authority-focused landing pages
- Added strong proof: credentials, experience, testimonials
3
Nurture & Follow-Up Layer
- Implemented:
- Email and SMS nurture sequences
- Education-based content flows
- Reminder and follow-up systems for consultations
- Re-engagement for stalled opportunities
- Email and SMS nurture sequences
4
Optimization & Scaling
- Continuous:
- Quality-based optimization (not just CPL)
- Funnel conversion improvements
- Message and trust-asset testing
- Budget scaling on profitable segments
- Quality-based optimization (not just CPL)
THE RESULTS
In 5 Months:
- +154% increase in qualified opportunities
- 2.1x increase in booked qualified consultations
- -36% reduction in cost per qualified lead
- Shorter sales cycles and better close rates
Most importantly:
They moved from unpredictable, low-quality leads to a reliable, high-quality pipeline system.
BUSINESS IMPACT
- More sales-ready prospects
- Better advisor utilization
- Higher close rates
- More predictable revenue
- Strong foundation for long-term scalable growth
WHY IT WORKED
Trust-first funnel design
Full-funnel ownership from click to client
Focus on lead quality, not just volume
Tight integration between ads, funnels, & nurturing
CLIENT QUOTE
“We finally have a system that brings us serious prospects instead of wasting our team’s time on bad leads.”
Want Similar Results for Your Financial Services Business?
Let’s build a predictable, high-quality pipeline for your firm.
Services
Industries
San Diego
4370 La Jolla Village Drive Suite 320, San Diego, California 92122
Irvine
7700 Irvine Center Drive Suite 430, Irvine, CA 92618
Orlando
100 East Pine St, Orlando, FL 32801
New York
80 Broad St, New York, New York 10004
(619) 752-1955
©2025 Growth Heist. All Rights Reserved.
- Privacy Policy
- Terms & Conditions