🧩 Challenge
A seasoned financial advisor managing over ₹250 Crore in AUM had been running his business successfully for 12+ years—entirely through referrals. Despite dabbling in Facebook ads and content posting, he was frustrated with low-quality, junk leads and zero conversions from digital channels.
His biggest challenge?
Wasting time on unqualified prospects and relying heavily on word-of-mouth.
💡 Our Strategy
After a deep analysis of his business model, services (insurance, mutual funds, retirement & education planning), and target audience, we took a positioning-first approach:
✅ Switched from promoting “high returns” to messaging built on “steady, safe growth”
✅ Segmented audience into two buckets:
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Working professionals (Employees)
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Business owners and CXOs (Employers)
✅ Shifted targeting from “people with money” to “people with the mindset” – investors who already understand SIPs and long-term planning
✅ Focused on High-Intent HNIs: We helped him move from low-ticket ₹5–20K SIPs to attracting investors ready to commit ₹50K+/month
🎯 Execution
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🔄 Built a LinkedIn-first funnel that required just 3–5 minutes to educate the user before prompting action
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🧠 Designed non-pushy content that built trust and drove instant action during consultation calls
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✍️ Created persuasive CTAs and offers that nudged people to book appointments directly—not just submit a lead form
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⏳ Eliminated cold follow-ups: Only qualified leads booked appointments, saving hours of unproductive calls
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⚙️ Implemented automated reminders (email + SMS) to ensure high show-up rates
📈 Results in 90 Days
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✅ 92% Leads Qualified (Self-qualified before booking the meeting)
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📅 50–55 Appointments per Month (Up from 5–10 scattered leads earlier)
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⏱️ Time Saved: Stopped wasting time on non-serious prospects
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💰 SIP Ticket Size Grown 2.5x (From ₹20K to ₹50K+/month)
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🚀 30% Closure Rate due to strong personal branding + authority positioning
“Before working with them, I was stuck chasing referrals and handling junk leads. Now, my calendar is filled with serious investors who are ready to talk business.”
🕒 Timeline
Initial strategy to execution: 3 Weeks
Qualified appointment flow live: Month 1
Consistent performance: From Month 2 onward