Transforming Financial Growth with Strategic Digital Marketing

Arrowroot Family Office

Finance

Overview

Arrowroot Family Office, a financial services firm, partnered with us to dramatically scale their Assets Under Management (AUM) and enhance their online presence. Over two years, we implemented a comprehensive digital marketing strategy that not only increased their AUM by 633% but also significantly boosted their website’s organic traffic and user engagement.

The Challenge

Arrowroot Family Office faced the challenge of growing their AUM while increasing their visibility and engagement in a competitive market. They needed a robust digital marketing strategy to: - Generate a continuous flow of qualified leads. - Improve online user engagement and conversion rates. - Expand their digital footprint to reach a broader audience.

Our Approach

To address these challenges, we deployed a multi-faceted strategy encompassing several key areas:

01

Multi-Channel Lead Generation

  • • We designed and executed targeted digital campaigns across various platforms, focusing on retirement, IRA, Roth IRA, and 401k calculators.
  • • Leveraged content marketing and educational webinars to attract and nurture potential clients, aligning with their Ideal Customer Profiles (ICPs).

02

SEO and Content Strategy

  • • Implemented a robust SEO strategy to improve search engine rankings and visibility.
  • • Created valuable, SEO-optimized content to drive organic traffic and establish Arrowroot as a thought leader in financial services.

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03

User Engagement Optimization

  • • Enhanced user experience through targeted landing pages and content funnels.
  • • Conducted A/B testing and optimization to improve Click-Through Rates (CTR) and engagement.

Key Results

633% Increase in AUM
Through our lead generation efforts, Arrowroot Family Office saw their AUM skyrocket. This exponential growth underscores the effectiveness of our multi-channel marketing and lead nurturing strategies.

Significant Boost in Organic Traffic
We achieved a 900% increase in organic traffic, growing from 500 to 5,000 unique monthly visitors. Our comprehensive SEO and content strategies drove this surge, enhancing Arrowroot’s online visibility and attracting a substantial audience.

Dramatic Improvement in User Engagement
Our focused efforts on optimizing user engagement led to a substantial increase in the Click-Through Rate (CTR) from 0.08% to 3.4%. This improvement was achieved through strategic content and marketing funnels, significantly enhancing user interaction and conversion.

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How We Did It

Strategic Planning
Developed a thorough understanding of Arrowroot’s goals and target audience to create a customized marketing plan.

Execution Excellence
Deployed integrated marketing campaigns and continuously optimized performance through data-driven insights.

Collaborative Effort
Worked closely with Arrowroot’s internal team to ensure alignment and leverage their industry expertise.

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Conclusion

Our partnership with Arrowroot Family Office showcases how a well-executed digital marketing strategy can drive extraordinary growth and engagement. By focusing on lead generation, SEO, and user engagement, we transformed Arrowroot’s digital presence and significantly scaled their AUM.

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