Relaunch the website around a new Southlake office and grow visibility with pre-retirees searching for a fiduciary advisor in a crowded DFW market, where the firm previously only appeared for searches of its
own name.
Our Strategy
Website redesign and relaunch with local Southlake retirement-planning content (March 2026)
Local SEO targeting Southlake, Grapevine and Fort Worth retirement and fiduciary searches
Monthly educational blog content (Medicare enrollment, guardrail strategy, fiduciary explainer)
Paid Facebook and Instagram campaigns driving webinar and in-person event registration
Email newsletter, podcast and multi-channel lead tracking
Behind the Numbers
Non-branded visibility: In February, every top-10 search query was the firm's name or a staff name. By August, the top 10 included "fiduciary investment advisor," "financial advisor southlake tx," "retirement planning southlake tx," "financial advisor near me," "corporate retirement plans fort worth tx" and "fiduciary financial advisor."
AI search: The site appeared in Google's generative AI results 148 times in August 2026, the first month this was tracked.
Paid social: August webinar campaigns reached about 136K people and drove roughly 4,900 link clicks across four ads. The single July webinar ad reached 55.2K people and drove 2,070 clicks.
Events: The webinar registration page drew 2,177 views in April and 2,430 views in July.
Leads: Consistent monthly meeting requests through the website contact form.
Email: The August newsletter reached 886 inboxes with 469 opens, a 53% open rate.