Meridian Financial Group
Meridian Financial Group is a regional wealth management firm serving high-net-worth individuals and families with comprehensive financial planning and investment management services.
Services Provided
The Challenge
Meridian's digital presence was minimal, relying heavily on referrals. They needed to build a compliant digital marketing strategy that would generate qualified leads while maintaining their premium brand positioning.
The Solution
Developed a full-funnel digital strategy including a complete website redesign optimized for lead generation, Google Ads campaigns targeting high-intent financial planning queries, and content marketing strategy establishing thought leadership. All implementations were compliant with financial services regulations.
Results & Impact
312% increase in qualified lead volume year-over-year
First page rankings for 47 high-value financial planning keywords
$18M in new assets under management attributed to digital leads
54% reduction in cost per qualified lead
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