First Wealth believe that great financial planning can change clients’ lives. They offer not just wealth management, but lifestyle financial planning – and lifestyle financial planning done brilliantly.
What We Did
We worked with First Wealth as their outsourced marketing team. Working closely with everyone in the business, we created remarkable content that spoke to potential clients and demonstrated that the First Wealth team live out their vision every day. We paired 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
Our mission when creating content for First Wealth was to engage and inspire their clients and potential clients. In this way, we not only attracted strangers to their website to be captured, nurtured and turned into clients over time through the inbound marketing methodology, we also created an environment in which First Wealth’s existing clients saw the company as a thought-leading authority on financial planning that they were delighted to refer to their peers.