LPL Financial

Marketing Strategy, Value Prop Creation, Q1 Marketing Implementation

Legacy Wealth Planning is a financial services firm in Reno, NV. When partnering with me, I helped them develop a unique value proposition, identify key differentiators for their firm, and implement quarterly marketing tactics to help them achieve their firm growth goals. Key achievements include:

  • Sell the firm on the importance of marketing, and how a digital presence could help them attract new, inbound clients.

  • Implement an SEO strategy that took them to first-page results for a majority of industry keywords.

  • Build a referral flywheel for their advisors

  • Run effective paid advertising that built their lead list by 100+ names, seeing a 25% conversion rate to new clients after our nurture sequencing.
Case Study | Christian Moyer
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Marketing Strategy Case Study

At LPL Financial, I was responsible for creating personalized marketing strategies for my financial advisor clients. Below is a real strategy that was implemented and the results that came from it.

Company: Financial Advisor Role: Marketing Consultant Timeline: Q1 Channels: Digtial
Quick Snapshot
  • Goal: Define marketing strategy and drive new business
  • Audience: Local, HNW families and business owners
  • Constraints: Small advertisement budget
  • Outcome: 3 new clients, $5M in AUM

Problem

This firm had an internal split - some of the advisors were comfortable with marketing, while others were not. This limited our ability to implement all of the tactics we wanted, as well as combating the common misconception that marketing doesn't work.

Key challenge(s)
  • Uncomfortable with marketing
  • Limited ad budget
  • Timeline to realize results

Action

The first order of business was to draft a custom marketing strategy that demonstrated an understanding of their firm. Then, my approach was to sell the tactics to that would establish some quick wins. After proving that marketing could work for them, we could expand the tactics and budget to drive more results.

Strategy
  • Expand digital reach
  • Increase prospect engagement
  • Connect with clients
Execution
  • SEO/AEO audit
  • (Execution bullet #2)
  • (Execution bullet #3)

Results

Lead with outcomes. If you can’t share exact numbers, use ranges or directional impact.

Impact
  • (Metric): (e.g., +18% conversion, +$X pipeline, -X% CPL)
  • (Metric): (Replace)
  • (Metric): (Replace)

Output

Highlight the tangible deliverables you produced. Add links if you can (or note “available on request”).

Deliverable #1 (e.g., Landing page + CTA flow)
Deliverable #2 (e.g., Email nurture sequence)
Deliverable #3 (e.g., Sales enablement deck)
Deliverable #4 (e.g., Paid social creative + copy)