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Digital Marketing & Lead Generation

FOR FINANCIAL & PROFESSIONAL SERVICES

Hi, I’m Rachel. I have the knowledge, skills and experience you’re looking for…

I help companies in financial and professional services to elevate their approach to digital marketing and generate leads in a competitive sales-based environment.

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Google Ads campaigns are one of the most effective ways to drive people to your website who are actively looking for the products and services you offer. I can support you with:

Reviewing existing campaigns
Research, strategy and planning for new campaigns
Ongoing campaign management and optimisation
Reporting, key insights and observations

My goal is to maximise performance of your campaigns by understanding what’s working well, what’s not and making strategic, data-driven recommendations. 

A successful Google Ads campaign doesn’t start and end with Google Ads. It also requires high-quality content, high-converting landing pages and a clear call to action. I can help ensure that your messaging is on point and that your website is set up to generate as many enquiries as possible. If required, I can support you with:

Copywriting
Landing pages
Lead magnets
Lead nurturing email workflows

LinkedIn Ads

Sponsored LinkedIn Ads are ideal for B2B campaigns because you can define your target audience based on their job title, what company they work for and what industry they work in, among other criteria. This enables you to get in front of key decision makers and use your marketing budget effectively.

For example, an asset-based lender was looking to partner with more introducers. We used LinkedIn Ads to target and attract specialist finance brokers using creative assets and ad copy that explained the benefits of becoming an introducer.

With years of experience managing LinkedIn campaigns I understand best practice and offer guidance on how to maximise campaign performance. My advice and recommendations go beyond the day-to-day running of your campaign. I can also help with messaging, landing pages and creative assets. 

Facebook & Instagram Ads

Facebook and Instagram campaigns are a great way to get in front of both new and existing customers, increase brand awareness and generate online sales.

I’ve supported a wide range of companies to leverage the power of social media as part of their paid acquisition strategy. For example, I helped a large pet insurance provider to drive quotes and generate online policy sales through Facebook and Instagram campaigns.

When creating social media campaigns there are many factors to consider including: 

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  • Who is your target audience?
  • What are their challenges and motivations?
  • How do you solve those challenges?
  • What is your key message?
  • What type of creatives will you use?
  • What is your call to action?

By addressing questions like these, I can help you develop a strategic campaign plan. 

Copywriting & Content Writing

Content for financial and professional services should be educational, informative and answer common customer queries. I work with companies to understand who their target audience is and what their challenges are, as well as who their competitors are and what sets them apart from the competition. 

Using this information I craft compelling copy for blog articles, landing pages, lead magnets, email campaigns and more. I’ve written content about mortgages, equity release, bridging loans, pensions, inheritance tax, key person insurance and other financial and professional services. Not only do I create high-quality content, but I help companies leverage that content to build trust with their prospective clients, increase website traffic and generate enquiries.

Outsourced Support for Marketing Agencies

I offer consultancy services to marketing agencies that require support with paid media campaigns across Google, Facebook, Instagram and LinkedIn.

On behalf of marketing agencies I’ve created and managed campaigns for their clients including:

  • Private Equity & Real Estate Fund Administration 
  • Investment Banks
  • Financial Markets Technology Vendors and Service Providers
  • Estate Agents 
  • Pet Insurance
  • Conference and Meeting Venues
  • Charities
  • Telecommunications 
  • and more

Marketing agencies choose to work with me because, whilst my skill set isn’t unique, it can be difficult to find a consultant who has experience in paid media channels *and* a background in financial and professional services. I’m efficient, reliable and great at communicating with clients directly. I deliver competitive results ensuring that clients are happy and expectations are met.

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"I cannot recommend Rachel highly enough. She has ticked all the boxes in terms of what I would expect from her. Most importantly, she achieved the results I was hoping for, which is an improvement of the number of people finding my website and a corresponding increase in the number of potential clients contacting me as a result of this increase. I can honestly say that working with Rachel has left my business in a better position."

Abraham Uys, Chartered Financial Planner, Atticus Financial Planning

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Lead Generation for Financial & Professional Services - The Financial Marketer © 2024

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Lead Generation for Financial & Professional Services - The Financial Marketer © 2024