Tripling retirement planning consultations for a regional RIA.
The friction before the breakthrough.
Harborlight had difficulty competing against massive national brokerage firms spending millions on generic retirement planning search keywords.
How we got there.
Local retirement tax PPC
Bidded on hyper-specific search queries around state pension tax thresholds and corporate 401(k) rollover rules.
Educational retirement masterclass
Promoted monthly live educational webinars to pre-retirees aged 55-68 on Facebook and LinkedIn.
Frictionless calendar booking
Created a dedicated landing page allowing webinar attendees to instantly book a 15-minute retirement blueprint call.
Automated nurture sequences
Deployed personalized email sequences sharing tax calculators and case studies for non-immediate converters.
Numbers that moved the business.
Verified Growth Takeaways
Brought in $42M in new client assets under management in 7 months
Tripled qualified weekly retirement consultation meetings
Maintained an extraordinary 38% appointment-to-client close rate
A closer look.
Local Wealth Acquisition Performance
Retirement Tax Masterclass Ad Suite
Financial Education Local Search Ads