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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Case Study Title (Replace)

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Quick Snapshot
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Problem

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Key challenge(s)
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Action

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Strategy
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Impact
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Output

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Deliverable #1 (e.g., Landing page + CTA flow)
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