Wealth Consultancy
Lead Generation

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Wealth Consultancy Lead Generation

Refined Voice, Compliant Messaging & £30 CPL via Paid Social

Metric

Target

Achieved

CPL

£50

£30

Compliance

Required

Fully met

Lead Delivery

Manual

Fully automated

Sales Experience

Fragmented

Clean, CRM-integrated

Compliance

Required

Fully met

Lead Delivery

Manual

Fully automated

Sales Experience

Fragmented

Clean, CRM-integrated

The Challenge

A regulated wealth consultancy wanted to launch paid social lead generation but faced key challenges:

  • Highly regulated market requiring FSA compliance

  • Unclear brand positioning for cold traffic

  • Target CPL of £50

  • Sales team required clean CRM handover

  • Concern over lead quality and messaging tone

The goal was high-quality lead generation without compliance risk.

Our Strategy & Execution

1. Voice, Positioning & Messaging Refinement

Search Click Convert developed:

  • A compliant direct-response messaging framework

  • Clear value propositions without performance claims

  • Persona-specific pain-point messaging

  • Trust-first tone aligned with wealth audiences

All messaging was reviewed against FSA standards.

2. Paid Social Creative & Execution Plan

We built:

  • Scroll-stopping creatives focused on clarity and trust

  • Educational angles rather than promotional hype

  • Clear CTAs aligned to lead intent stage

Campaigns were structured for easy scaling and testing.

3. Lead Form Ads With CRM Sync

To reduce friction:

  • Launched native paid-social lead form ads

  • Synced leads directly to the CRM

  • Sales team gained immediate access

  • Automated notifications ensured fast follow-up

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