Marketing Insights for Wealth Management Firms and Advisors ABOUT THE...
Founder and CEO of Jives Media
Work with Real Humans Who Drive Real Revenue
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Jives Media offers a comprehensive range of digital marketing services tailored to address the unique challenges and opportunities within the financial and wealth management industry. Our targeted strategies are designed to drive meaningful growth through increasing net-new clients and growing assets under management (AUM).
We don't believe in a “one-size-fits-all approach.” Our team of marketing specialists will work closely with you to develop a customized marketing strategy that aligns with your goals, target audience, and budget.
Focus on attracting clients who are passively or actively searching for wealth management & financial advisory services.
Maximize your local reach and connect with nearby clients through tailored Local Service Ads.
Expand your local reach and enhance your online presence with targeted Local SEO and Google My Business strategies.
Engage with your audience on social media platforms with compelling content and targeted advertising campaigns.
Nurture leads, promote new plans and services, and increase member retention with strategic email marketing campaigns tailored to your investor clients’ needs and preferences.
Our dynamic professionals are experts in web design, growth hacking, and strategic planning.
With over 500 projects completed worldwide, we have a diverse portfolio across various finance sectors.
We prioritize listening, collaboration, and delivering custom solutions that meet your unique needs.
Our track record showcases our ability to build and elevate strong brands from their inception.
We offer cutting-edge marketing and advertising solutions that set trends in financial advice firms.
Marketing Insights for Wealth Management Firms and Advisors ABOUT THE...
Yes. Prospects research online before booking a consultation, so visibility and trust signals matter. A focused mix of SEO, Google Ads, and authority content helps you appear for problem-led searches, educate prospects, and convert them with clear calls to action. The firms that win treat digital as a consistent acquisition system with tracked goals, not as a one-off campaign.
Use a full-funnel plan. Build organic visibility with SEO and educational content, capture high-intent demand with Google Ads to targeted landing pages, and grow authority on LinkedIn with thought leadership and client education. Nurture leads with email sequences and retargeting. Align the mix to your niches, for example pre-retirees, business owners, or HNW families.
Start with search. Optimize your website and Google Business Profile for services and locations, then run keyword-targeted campaigns that send traffic to fast, compliant landing pages with simple forms and a scheduler. Publish useful resources such as retirement checklists, tax-timing guides, and market explainers. Add proof elements like credentials, media mentions, and clear fee explanations.
Paid media can generate traffic and inquiries quickly once tracking and landing pages are in place. Organic growth is compounding and typically requires several months of consistent publishing and optimization before it becomes a steady source of consultations. Most firms see the strongest performance when both are run together with weekly optimization.
We track the full path from click to booked consultation and client. Core KPIs include qualified leads, appointment rate, cost per lead, cost per acquisition, and close rate by channel. We set up GA4, Google Search Console, call tracking, and CRM integrations, then import offline conversions to ad platforms for smarter bidding. Reporting is tied to pipeline and revenue, not just traffic.
Both are effective for different moments. Google Ads reaches people already searching for help, which is ideal for near-term lead generation. LinkedIn is strong for targeting specific roles and industries, building authority with consistent content, and driving event or webinar registrations. Many firms run Google Ads for demand capture and use LinkedIn for demand creation and nurturing.
We align with your compliance workflow. Content avoids promissory language, includes required disclosures, and routes for review before publishing. We archive ads and pages, use approved testimonials where allowed by the SEC Marketing Rule, and maintain consistent records. Your team sets the guardrails, and we operate inside them.