Engagement
Personalized retargeting campaigns led to a 67% uplift in engagement from previously inactive leads—driven by dynamic ad creatives and behavior-based messaging tailored to user journeys.
Lead Quality Score
Following our enhanced content strategy and UX-driven form redesign, PHD Financial achieved an 85 % improvement in lead quality—meaning a significantly higher proportion of inquiries qualified as potential clients.
Overview
PHD Financial, a trusted provider of financial planning and wealth management services, needed a digital transformation to enhance lead generation and client engagement. Through a website redesign focused on optimizing form fill captures, strategic social media campaigns, and advanced retargeting efforts, PHD Financial is now positioned to convert more visitors into qualified leads. By leveraging LinkedIn, Facebook, and Instagram advertising, combined with automated workflows and retargeting strategies, the firm has built an efficient system to attract, nurture, and convert prospects.
Summary
To increase lead generation and digital engagement, PHD Financial underwent a multi-faceted marketing transformation. The website was redesigned for better user experience, conversion optimization, and lead capture, while a targeted social media strategy was launched to drive potential clients from LinkedIn, Facebook, and Instagram. Additionally, retargeting campaigns were implemented to re-engage prospects in the database, and marketing automation was set up to streamline the lead nurturing process. These efforts collectively resulted in increased form submissions, improved customer engagement, and a stronger digital presence.
Challenge
PHD Financial faced several digital roadblocks that were limiting its ability to generate and convert leads effectively. The company’s existing website lacked an optimized user journey and strong form-fill conversion strategies, resulting in an inefficient lead capture process. Additionally, their social media presence was underutilized, with no clear strategy in place to attract new prospects through platforms like LinkedIn, Facebook, and Instagram. Compounding the issue was the absence of retargeting and nurturing systems—meaning potential clients who had already shown interest were not being re-engaged or guided back into the funnel. Lead nurturing was handled manually, consuming time and resources while delivering inconsistent results. Recognizing these challenges, 14 Point Advertising partnered with PHD Financial to implement a modern, scalable digital strategy aimed at increasing lead quality, improving conversion efficiency, and building a more automated and effective sales pipeline.
Solutions
To help PHD Financial overcome its digital marketing challenges, 14 Point Advertising implemented a comprehensive, data-driven strategy. The first step was a website redesign focused on optimized lead capture. The new site featured clear calls-to-action (CTAs) and high-converting form-fill strategies, making it easier for users to engage and sign up. User-friendly forms were integrated to reduce friction and increase submissions, while real-time user tracking and analytics were deployed to monitor behavior and continuously refine conversion points.
To drive new lead acquisition, targeted social media campaigns were launched across LinkedIn, Facebook, and Instagram. On LinkedIn, the campaigns focused on high-net-worth individuals, business owners, and professionals seeking financial planning services. Engaging ads on Facebook and Instagram expanded reach to a broader audience, while a consistent content strategy centered on thought leadership, educational tips, and client testimonials helped build trust and establish PHD Financial as an authority in its space.
Recognizing the need to re-engage potential leads, retargeting campaigns were rolled out for both website visitors and inactive prospects. These campaigns leveraged data-driven insights and dynamic ad creatives that adapted to each user’s behavior, ensuring PHD Financial stayed top of mind. Additionally, the existing customer database was segmented to deliver personalized retargeting messages based on previous interactions.
To streamline the sales funnel and improve efficiency, automated lead nurturing workflows were introduced using marketing automation tools. These included email and SMS sequences tailored to lead behavior, ensuring that prospects received timely, relevant follow-ups. By combining automation with behavioral data, PHD Financial was able to maintain continuous engagement and guide leads through each stage of the customer journey.
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