RECENTLY TRANSITIONED TO INDEPENDENCE

Independent Advisor

Transitioning improperly typically costs you 30-45% of your client base, generally due to improper brand and marketing communication. Generating new business becomes apparent causing you to seek lead generation solutions.

ADVISOR STORY

Transitioned but didn’t build a brand and marketing.

 

Firm size: 1 advisors

Specialty: USPS Workers and retirees

Location: Tampa, FL

Challenge

Don Williams realized after transitioning that he had no way of attracting new investors and that it would require an exceptional web presence and a marketing strategy. Don knew he needed to partner with someone that understood financial advisors and how to automate the process.

Solution

After narrowing in on Don’s new brand, AZELLA created a brand that represented him well while keeping the integrity of the RIA he’s affiliated with. We launched the firm’s new website, making sure it had strong SEO, social marketing to elevate his reach and automated communications.

Results

Within weeks of launching Don’s website was able to rank in positions 1-3 in Google for his niche audience.  Don mentioned within weeks he received over 20 leads and met a coupe of families with over a million dollars saved for retirement.

650+
New Prospects Engaged
$70mil
Assets Under Management
200%
SEO Growth within 30 days

Don Williams, CMFC®, CRPC®

Don Williams has been helping investors reach their goals for over 30 years.

His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Investment Advisors. Don started his career at IDS Financial (now Ameriprise) where he learned everything from the importance of financial planning to the investing process. He believes you can’t invest money successfully until you know what role your savings will play in achieving your goals.