Our objective was to first, implement a lead funnel so clients were coming to Impact Wealth, not the other way around. We also wanted to enhance the quality of leads they were receiving, ensuring higher close rates.

To achieve this, we decided Google ads were our most valuable asset. We ran ads on Google, targeting retirees in NB and NS, Canada who had inquired about wealth planning online previously. With the ads running, we optimized IW's landing page to make it a quick and seamless lead form for the prospects to fill out, eliminating as much friction as possible. With ads running successfully, and lead forms being filled out, IW's awesome advisors took care of the rest. A match made in heaven.

It only took us about 2 months to see results that IW couldn't be happier about.

The campaign, lead forms, and CRM integration were launched swiftly and with ease. As you can see from the numbers below, they were extremely successful. in just one quarter, IW returned over 300% on their original investment (pun intended) with Echo Media. We reduced their cost per lead by 26% while at the same time improving their lead quality score by 41%.

The entire Echo Media team was enthusiastic, communicative, flexible and fast. I will certainly be recommending other clients to them.