Case Study: How Advisor Websites helped a client invest $3 Million in assets - Generate more qualified leads

Sean • Posted on Mar 24, 2017

The Big Question

Advisors always look for new solutions to grow their firm. They get a website, they start writing blogs, email blasts and more. A lot of visitors are on their website, but no one seems to be converting to becoming a client. At the end of the day, everyone poses the same question. “How can I generate more qualified leads?”


The Client

Bill Riley is a client with Advisor Websites. Despite achieving major milestones and growing his firm, Riley felt the company was missing a key online component in an ever-increasing digital marketplace. He needed to find a way to generate more qualified leads to growing his business.


What did Bill do?

The hands off approach to generate more qualified leads.

Riley heard about a new service called Advisor Funnels. Essentially, a team of experts implements digital and online marketing strategies to generate the qualified leads every advisor dreams for. Bill signed on with the program and it helped generate 4-10 leads per month online. Later on, he spoke with a prospect who became a client and they invested over $3 Million in assets with the firm.

If he hadn’t signed on with Advisor Funnels, there would have never been that opportunity.

FREE DOWNLOAD. How many leads are you missing out on?

To read the full case study, CLICK to download.


About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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