In a highly competitive financial landscape like New York City, even the most experienced wealth management firms can hit a plateau in lead generation. That’s exactly where one of our clients, a boutique wealth advisory firm, found themselves before partnering with Suicca.
Within just 90 days, Suicca helped them triple their qualified leads by combining smart branding, data-backed marketing, and a laser-focused client acquisition strategy.
Here’s how we did it and how your financial firm can apply the same principles to grow with purpose.
Suicca’s Approach: Branding Meets Smart Targeting
We started with a core belief: You don’t attract the right leads until you’re saying the right things to the right people.
So, we implemented a 3-phase strategy that focused on aligning brand messaging, refining targeting, and optimizing conversion.
Phase 1: Clarify the Brand and Audience
Before marketing to anyone, we helped the firm:
- Define their ideal client profile (high-net-worth professionals, ages 35–55, NYC-based, looking for long-term financial planning)
- Refine their brand voice to sound more trustworthy, modern, and human
- Revamp their website to clearly communicate their unique value
This created a solid foundation. When your message aligns with your market, your audience pays attention.
Phase 2: Implement High-Intent Campaigns
Once the brand and messaging were aligned, we launched precision-focused campaigns using:
- Google Ads + Bing Ads targeting long-tail keywords like “fiduciary wealth advisor NYC”
- LinkedIn Sponsored Content aimed at professionals with certain income brackets and job titles
- Retargeting ads with educational content (not just sales pitches)
These campaigns didn’t just reach more people, they reached the right people. Every ad led back to a conversion-optimized landing page we custom-built for each segment.
Phase 3: Capture and Nurture With Purpose
Traffic is one thing, conversion is another.
We created:
- A lead magnet (free financial planning checklist) to encourage opt-ins
- A segmented email funnel that delivered value and moved leads closer to booking a call
- A CRM-integrated dashboard so the firm could track lead quality and ROI in real time
As leads came in, Suicca worked behind the scenes to constantly test, tweak, and optimize.
The Result: 3X Qualified Leads in 90 Days
In just three months, the results were crystal clear:
- A 300% increase in qualified leads
- 25% lower cost-per-lead
- 2X increase in booked discovery calls
- Increased confidence in the firm’s brand presence and online visibility
More importantly, the firm’s pipeline wasn’t just full, it was full of the right people, who were far more likely to convert and become long-term clients.
Final Thoughts
At Suicca, we believe growth isn’t about chasing numbers, it’s about building meaningful, long-term relationships with your ideal audience.
By helping this NYC wealth firm rethink its strategy from the ground up, we didn’t just get them more leads. We helped them grow with intention.
