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.