First Wealth believe that great financial planning can change clients’ lives. They offer not just wealth management, but lifestyle planning – and lifestyle planning done well.
What We Do
We work with First Wealth on an ongoing basis as their outsourced marketing team. We work closely with the whole team to create remarkable content that speaks to potential clients and demonstrates that the First Wealth team live out their vision every day. We pair this content with proven lead generation and nurturing tactics to drive Tenfold results.
Traditionally we’ve relied on personal recommendation and referrals [to generate new business]. This will take us far, but we realise we need to increase our reach.
We’ve recently engaged with Tenfold to help us build and run an inbound marketing campaign. This campaign will help us to build our brand and to reflect our core beliefs.
All the team are involved in content creation, so that readers can get a feel for the individuals involved in the business. We upload our content to our website and then share on the usual social media channels. For a small business, I’m very proud of our marketing campaign (thank you Tim and Amy!)
Great financial planning can change your life. We exist to inspire ideas, create confidence and give you the freedom to liveFirst Wealth
First Wealth thrive on making dreams come true. They model the future using cutting-edge financial planning techniques, inspiring clients and giving them the freedom to live without burdens.
Our mission when creating content for First Wealth is to engage and inspire their clients and potential clients. In this way, we not only attract strangers to their website to be captured, nurtured and turned into clients over time through the inbound marketing methodology, we also create an environment in which First Wealth’s existing clients see the company as a thought-leading authority on financial planning that they are delighted to refer to their peers.