A targeted search campaign capturing individuals actively looking for pension advice.
A UK financial advice firm wanted to generate enquiries from individuals actively searching for pension advice online.
The firm wanted to capture high-intent search demand and convert those prospects into long-term advisory clients.
Many individuals search for pension advice when approaching retirement or when reviewing their retirement plans.
The challenge was capturing these high-intent searches while maintaining efficient cost per enquiry.
Platinum Prospects built a Google Search campaign targeting individuals actively researching pension advice.
High-intent Google search campaigns targeting pension advice keywords
Dedicated pension advice landing pages
Qualification questions capturing pension value and retirement goals
Conversion rate optimisation across enquiry forms
Continuous search term analysis and optimisation
Over 16 months, the campaign generated 3,420 enquiries from individuals actively searching for pension advice at an average cost of £62.50 per enquiry. Of these, 618 booked consultations and 132 were onboarded as long-term advisory clients -- introducing £21.12M in assets under advice.
This campaign demonstrates how targeted Google Search campaigns can capture high-intent pension advice demand and convert enquiries into long-term advisory clients.
Platinum Prospects helps regulated financial firms generate compliant enquiries through data-driven digital acquisition strategies.
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