Wealth Management Yields Organic Growth

Achieving financial marketing success, one click at a time.

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Our Financial Marketing Case Study for AFH Wealth Management

AFH Wealth Management’s quest to stand out among affluent clientele in the saturated wealth management market led to a strategic partnership for digital rejuvenation that addressed ineffective targeting, underpromoted UVP, and the lack of interactivity expected by their sophisticated audience. Within 3 months of implementing strategic changes, we achieved these quarter-over-quarter results.


More High-Value Website Traffic


More Leads

Reimagined Digital Strategy Supercharges Lead Generation for Wealth Mgmt Company

The Problem

AFH Wealth Management sought to elevate its market position and attract a discerning clientele. Yet, they faced some common barriers to meeting their business goals and remained unsure of where to take their digital marketing for financial services to overcome these challenges

Our Approach: Audit and Research

Our first step in delivering services to AFH Wealth Management was to conduct extensive Audit that would guide research and planning. During our Marketing Audit, we identified AFH’s business goals and objectives, target audience, competitors, and market trends. Through this process, we discovered that AFH’s target audience was primarily affluent individuals aged 40-60 with an interest in investments and wealth management.

We also found that there were several competitors in the market, but we identified an opportunity to differentiate AFH’s services by emphasising their zero cost on platform fees, something at that time no other competitor was doing. Our audit further revealed that their current digital marketing strategy was not effectively communicating this benefit. Moreover, audience research showed that while their target audience is not price sensitive, they are financially savvy and do not want to pay platform fees they deem frivolous.

Our Audit also revealed some secondary obstacles we would have to address to overcome their primary challenges:

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As their consultant, I set out to show them why an investment in these areas would deliver an ROI that justified improving these key elements both in the short term and over time.

Joshua Reece

Digital Marketing Consultant

Our Approach: Implementation

Based on our research, we developed a digital marketing strategy and systematically unleashed a suite of tailored digital initiatives to directly address the findings of the audit. These included:

Creating and Publishing High-Quality Content

We showcased AFH’s unique approach to wealth management and that 0% platform fee UVP.

Managing Social Media and Email Marketing

We simplified the prospect and client nurturing process and clarified the buyer’s journey by enhancing their use of data analytics.

Designing and Executing Digital Campaigns

We were able to more efficiently reach the right audience with targeted digital ads.

Repurposing Technology Assets

We re-purposed an internal calculator that calculated 0% platform fee savings. By making it available to their prospective clients, we were able to demonstrate why developing interactive client tools and using current technologies is worth the investment.

During the implementation stage, the above initiatives achieved a 14% increase in website traffic and an 8% increase in lead generation compared to the previous quarter. By focusing on strategic innovations, small changes instantly demonstrated improvements.

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Our Approach: Analysis and Optimisation

We tracked the performance of our digital marketing campaigns using key performance indicators (KPIs) such as conversion rates, return on investment (ROI), and client acquisition cost (CAC). Our goal was to lower CAC and increase ROI, which we were able to quickly achieve post-implementation. However, our focus on continual improvements and growth, allowed us to identify some key areas where we could further improve these KPIs.

During this phase, we tested and optimised our digital ads for better click-through rates and improved our email marketing segmentation to increase open rates.

Our Approach: Reporting and Recommendations

Our commitment to delivering short-term results first, provided us with ample justification to encourage AFH to continue investing in key areas to elevate their ROI even higher. We furnished AFH with the data and insights that brought clarity and direction for future campaigns. Our recommendation? To persist with the digital efforts that had begun to turn the tide. We advocated for the integration of AI to personalise client experiences within a more modern client portal that audience research showed their audience expected. After analysing which channels delivered the highest ROI, we also suggested that they build a robust social media presence and strong digital marketing framework to widen their reach and drive leads through the full client journey to generate referral behaviours.

We also recommended exploring new technologies such as chatbots and AI-driven customer service to enhance the personalised approach to wealth management that sets AFH apart from its competitors.

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See What People Say About Our Consultancy

We contracted Josh to help us with our digital marketing strategy. After a deep analysis of our fintech business, competitors and our target market, he provided us with a well thought out strategy that met our requirements and budget. His team did an excellent job of implementing the strategy and we saw positive results in the first month post-implementation. I'm amazed at the wide marketing knowledge Josh has and would recommend him in a heart beat!
Damian Klepacki
Damian Klepacki
I employed Josh as a Digital Marketing Manager and worked with him over a period of many years. He is extremely knowledgeable and constantly keeps up with trends, updates and future technology. He is able to turn data into actionable insights and communicates in a straightforward and jargon free manner. I would highly recommend Josh!
Kelly White
Kelly White
We contracted Josh for a 6-month period to audit and enhance our website, SEO, and paid media strategy for our car leasing business. The results have been great, with lowered cost-per-click (CPC) and higher conversion rates (CR) across all our campaigns. Working with Josh was a great experience – he's professional, efficient, and really knows his stuff. We're definitely looking forward to working with him again soon. Definitely would recommend for anyone looking to get the most out of their digital marketing budget.
Matt Wilson
Matt Wilson
I am so grateful for the work Josh did for me! I have no clue about marketing, but he always took the time to break things down for me so I could understand the process. He taught me how to grow organically, how to do social advertising cheaply whilst getting good results. He also showed me how to automate many processes using marketing technology, so I could focus on other parts of my job! He was always really pleasant to work with and I highly recommend! Thanks Josh!
Jay SolarSteps
Jay SolarSteps
Josh es realmente bueno en lo que hace, su manejo de redes sociales, plataformas, así como las estrategias que genero para nuestro hostal fueron demasiado efectivas, así como buenas, es muy creativo, estructurado con su trabajo y un excelente profesional; Super recomendado
Jaba Jan
Jaba Jan
Josh is an expert in advert platforms and a great strategist. After working with many people that claim to be expert and no getting serious results, after my contact I have been able to correct a lot of bugs and problem in my platforms and have a better perspective of my analytics. Totally recommend to work with someone as responsive and responsible as Josh.
Jorge Velasquez
Jorge Velasquez
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