* 17 YEARS *

Problem: Buried in the Search Results and New to Digital Marketing

Four years ago, Financial Synergies wanted to diversify their sources of leads by entering the digital marketing arena.

At that time in 2015, they did not get predictable leads from their website on a regular basis. They also were not on the top of page one for the keyword “financial advisor Houston”.

So they came to us at Midstream Marketing to redesign their site so that it would readily convert visitors into new leads with a form that not only got basic contact information but also started qualifying them and, getting them ready for the sales process.

Solution: The LeadGen Formula TM

We first redesigned their website by implementing our proven strategies for conversion that we developed after having worked on hundreds of websites.

Through a proven process of on and off-page SEO strategies and other content marketing strategies over the first year, they placed in the first position of page one for that keyword, and have remained there ever since.

In fact, their competition has repeatedly come to us over the years to try to get us to leave Financial Synergies for their company.

But we have always turned them down because of a principle of loyalty that we have to a client in a given market and region.

See how our proven LeadGen Formula will work for your firm.

Benefit: We Five-X’d Their Traffic and Generate Predictable Lead Flow Month After Month

We took them from getting virtually no leads from their website to getting 5-15 leads per month which results in them acquiring around one client per month.

We were also able to 5x their organic traffic over the course of 4 years.

That rhythm of lead generation and the resulting clients has lowered their cost of lead acquisition and has truly made their business more profitable for all the share holders.



Christopher P. Wendt is president of Midstream Marketing, a digital agency that generates predictable leads for independent financial advisory firms. Over the last 10 years, he’s spent hundreds of hours applying the LeadGen FormulaTM, a proven method helping financial advisors generate more leads. You can reach him at cwendt@wendt.enterprises.

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