Singer Wealth Management
Challenge
Singer Wealth Management is a budding financial consultancy firm based in Seattle, Washington serving clients from a wide array of backgrounds. Alicia Singer, the owner of SWM, believes that empowered women should have all the tools at their disposal to manage their own wealth. By delivering these tools to her clients and advising them on the best strategies, Alicia understands that empowering women to manage their own finances is empowering women to build their own future. Alicia believes that honest, transparent, and informed guidance is of the utmost importance for all financial planning advisors. Alicia knew she wanted to focus on breaking the archaic barriers wrought in the financial planning sector: middle-aged, white males with preconceived notions and stigmas about how women should manage their own wealth and finances. She knew that this outdated dynamic needed to change and empowered women need financial planning service with an adviser who understands the stigmas and how to overcome them. When Alicia contacted us at Fingerprint Marketing, she was just starting out on her own. Building her brand from scratch and staying busy with her clients left her little time to handle the fine details of her online marketing strategy. Though she had her goals in mind, she didn’t have the time to make it all happen. That’s when she found us and, of course, we were honored to help guide her through this process so she could focus on what matters most: Empowering her clients to take charge of their financial future. Naturally, security was a big concern to make sure her client’s information was protected in all stages of the consultation, so she wanted us to make sure her site was secure before allowing any potential clients to enter any personal information.
Solution
After listening to and understanding Alicia’s goals, we worked with her to design an exquisite, easy-to-navigate website that would truly reflect her brand, goals, and aspirations. We handled all of the copy on her site, tailored to her specific preferences. For overall convenience, we added a feature to allow potential clients to safely and securely schedule a consultation from the site with a few simple clicks. The consultation request conveniently flows right into Alicia’s inbox for seamless, secure process flow, saving her time. The next step was to design a blog and put together an easy-to-follow maintenance schedule to keep content crisp and up-to-date. Alicia is really breaking the mold when it comes to the financial planning sector, so we knew we had to devise strategies to help her stand out from the male-dominated competition. We then analyzed her current online marketing strategy to develop a web-maintenance plan that complimented her existing course of action. Then, we optimized the SEO plan to keep her site fresh in search results. We sat down with her to create a detailed list of topics and keywords that are unique to her business model. After combining the blog and SEO strategy, we set up a link-building plan and convenient ways for her to track and analyze her site’s progress. We are now working with Singer Wealth Management on website maintenance which means security, updates, backups, support, hosting, search engine optimization, and peace of mind.
Results
In the end, Alicia was extremely pleased with our care and attention to her goals. She has just launched and already receiving the attention her business needs to grow and prosper.
Want fresh marketing stories in your inbox?
Get the weekly email that makes you a marketing genius.
Stay informed and inspired, for free.