Generating leads for tax & wealth-management services
A financial-advisory firm offering end-to-end tax preparation, wealth management, and financial planning to individuals, families, and small businesses across the US.
01Objective
Drive quality leads for tax filing and wealth-advisory services.
Keep cost per conversion below $15.
Build brand visibility and improve conversion rates through keyword and ad-copy optimisation.
02Challenge
Seasonal, high-intent financial queries where lead quality matters as much as cost, and competition spikes around filing periods.
03My approach
I led with the highest-intent tax-filing terms to hit the CPL target, then used that momentum to open interest in wealth management.
04Strategy & implementation
High-intent keyword targeting for tax filing, ad-copy optimisation, and structured campaigns separating filing from wealth-advisory intent.
05Selected screenshots & visuals
Screenshots are anonymised — client names, campaign names, account identifiers, and other private details are masked or cropped.
06Key outcomes
07Tools used
08What I learned
Leading with the highest-intent service keeps CPL low and opens the door to cross-sell the higher-value service.