Westminster Wealth Management
A forward-thinking team specializing in retirement, estate, college, and insurance planning, based in Hillsborough Township, New Jersey. Four years ago, they set out to break...read case study
Industry: Financial Planning
Westminster Wealth Management set out to break from the traditional wealth management mold with a fresh marketing approach.
About the Business
Westminster Wealth Management is a forward-thinking team specializing in retirement, estate, college, and insurance planning, based in Hillsborough Township, New Jersey. Four years ago, they set out to break from the traditional wealth management mold and create a fresh, creative marketing approach that truly stands out.
Challenge & Objectives
Kevin Lynch Jr., Licensed Agent, recognized that old-school marketing just wasn’t cutting it. With a small but dedicated team, their goals were to:
- Evolve their brand image with a modern, innovative look.
- Build a unique digital presence through a new website and solid SEO foundations.
- Use targeted Facebook campaigns to drive quality leads, starting with Social Security and Medicare webinars, then pivoting to engage a younger demographic as market demand shifts.
Our Strategy
Marketing 360 delivered a custom solution by:
- Mastering Facebook Funnels: We leveraged outbound and retargeting Facebook ads across local and licensed states. Our Social Security-focused funnel generated over 600,000 impressions and 22,000+ clicks since January 2023.
- Optimizing for Mobile: By creating a mobile-only experience for ads and landing pages, we reduced the cost per button click from $29 to just $15, significantly boosting engagement.
- Creative Collaboration: From crafting a dynamic new website to brainstorming innovative video intros (a concept the client loved), we ensured every asset aligned with their evolving brand. See Video Example
Results & Impact
The results speak for themselves:
Revenue Growth
Year over year, Westminster Wealth Management has enjoyed an estimated 12%+ increase in revenue from more and better quality opportunities.
Digital Engagement
Their social media presence and website content have grown steadily, reinforcing their authority in the industry.
Industry Innovation
While many wealth managers struggle with Facebook ads, our unique recipe for success has set Westminster apart.
What Sets Us Apart
Our weekly brainstorming sessions and willingness to jump into new ideas have been key. The client values our creativity and deep expertise with the Marketing 360 platform – from real-time ad data analysis to tailored email campaigns – all of which empower them to adapt and excel in a competitive market.
What the Business Has to Say
Kevin Lynch Jr. sums it up:
“Marketing 360 has taken the time to educate on SEO best practices and incorporate them into our own strategies. They have kept pace with the ever-changing technological marketing landscape without allowing their personal touch and attention to suffer. Given that we are a licensed financial firm, their approach to our marketing needed to be both nimble and exceedingly creative, which they have delivered time and again for the years we have been with them. I highly recommend them.”
Final Takeaway
Westminster Wealth Management’s journey shows how modern, creative digital marketing can redefine success. With Marketing 360 as their trusted partner, they continue to innovate, grow, and lead the way in wealth management marketing.
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