Inbound lead generation for London-based wealth manager

A partner of the UK’s largest wealth manager approached PFD to establish his digital presence, build his personal brand, and drive online lead generation He was looking to position himself as an expert in his field and be front of mind when his network requires financial advice.

We created a series of articles and LinkedIn posts that demonstrated his insights on the market, showcasing his knowledge and providing value to his prospects. Using LinkedIn, we were able to identify his ideal client profiles, create content tailored to them, and elicit positive engagement from people who enquired about his services. This single test campaign achieved 30 inbound enquiries and delivered 5 new clients. 

This one campaign achieved 30 inbound enquiries in 3 months, numerous phone enquiries, and 5 new clients. We continue to create high-quality content that drives a sustainable stream of inbound enquiries.

Length of Campaign (months)

Number of Inbound Enquiries

New Confirmed Clients

To view more examples of our work, please click here

If you have any questions or wish to get in touch for further information, please complete the form below