FULL WEBSITE BRANDING + SOCIAL MEDIA MARKETING

Client:
TAN Wealth Management

Scope of Work:
Website Design, Branding, Local SEO, Social Media Marketing, Public Relations

The client is a highly respected wealth management firm in the San Francisco Bay Area. I designed their website to generate high-quality leads who are interested in financial advisory services. In addition, I worked with the client to produce high-level content for their blog, Youtube channel, and social media.

Results:

• Oversee search engine optimization (SEO) efforts and maintain the website’s top
  position on Google’s Search Engine Results Page (SERP), including local placements and high rankings for competitive financial keywords such as: cfp san francisco, cfp bay area, alternative minimum tax, and stock options.

• Increase traffic to the website, generate consistent new leads, and increase revenue year-over-year.

• 27K website visits (+403% yr/yr) from Jan 2020 to Jan 2022

• Secured a top national industry award for the client (40 Under 40)