Go Bold! Why Choose JDM As Your Financial Services Digital Marketing Agency

Our marketing experts are trustworthy, respectful and dedicated to go the extra mile to help your business reach its full potential online. We don’t shoehorn your business into a template solution or offer services you may not benefit from. Our team will find the most valuable solutions and create and implement a data-driven custom strategy that works.

FINANCIAL SERVICES MARKETING CASE STUDY

A small financial planning and wealth management firm in St Augutine partnered with our digital marketing agency to enhance its online presence, attract more qualified leads, and boost client engagement. The firm was frustrated with its previous marketing efforts, which failed to deliver meaningful results.

We took over the company’s organic and paid social media campaigns, implementing a strategy that led to consistent month-over-month growth and increased brand visibility.

The Results

+35% Growth Rate (MoM)
+25.7% Engagement Rate (MoM)
+137 Highest Number of Reactions on Social Platforms
Overall cost $50/qualified lead 

With a modest $1000 monthly budget for follower growth campaigns and a twice-a-week posting schedule, we had to maximize every dollar spent. Additionally, the firm’s original social media accounts were inaccessible, so we had to start fresh. Our team also provided content for current website and blog articles.

Despite these challenges, within three months, our strategic approach led to:

• 200+ organic followers from scratch
• A highly engaged audience of potential clients
• Improved brand awareness and client inquiries

Our Strategy for Financial Services Success

Audience-Centric Targeting

We conducted a thorough competitor and audience analysis to identify key client demographics. Our findings revealed that:

• Baby boomers and Gen X were most interested in estate planning, retirement strategies, and tax optimization.
• Many clients were motivated by family life changes such as marriage, divorce, and new grandchildren.
• Concerns about tax laws and long-term financial security were top priorities.

Content That Builds Trust & Engagement

To position the firm as an industry authority, we created content that resonated with their audience:
✔ Educational Posts – “How-To” guides on estate planning, tax savings, and investment strategies.
✔ Engaging Visuals – Family-oriented imagery to create an emotional connection.
✔ Strong Calls-to-Action (CTAs) – Encouraging users to book consultations and explore financial planning options.

Maximizing Social Media Advertising

With limited ad spend, we focused on highly targeted social media campaigns to increase engagement and reach potential clients. Our tactics included:

• Creating brand-new Facebook and Instagram pages
• Running strategic follower growth campaigns
• Optimizing posts with client-friendly messaging
• Linking the website and contact details in every relevant post

The Impact

Our holistic marketing approach helped the financial services firm:
✔ Grow its social media presence organically and through targeted ads.
✔ Increase client inquiries and engagement rates.
✔ Strengthen its brand authority in the Jacksonville financial sector.

Elevate Your Financial Services Marketing

If you want to attract more clients, improve engagement, and build trust in your financial brand, we can help. Contact us today to discuss a customized marketing strategy for your financial services firm!

Financial services thrive on trust and authority. Our social media management positions your firm as a thought leader, sharing insights, tax-saving tips, investment strategies, and market trends to engage your audience. We create compelling content that educates, informs, and converts followers into loyal clients.

Paid advertising is a powerful tool in the financial industry—but only if done right. We craft targeted PPC campaigns that reach business owners, high-net-worth individuals, and families in need of financial guidance. Whether you want to generate leads for tax season or promote retirement planning services, our data-driven approach ensures maximum ROI.

Why Work with a Local Jacksonville Marketing Team?

We understand your industry – We know the nuances of financial services marketing, from compliance concerns to building client trust.
We generate measurable results – Our strategies drive website traffic, increase conversions, and boost appointment bookings.
We’re local and accessible – Need to strategize in person? We’re right here in Jacksonville, ready to meet at to discuss your goals.

If you’re ready to attract more clients, enhance your online presence, and grow your financial services firm, contact Jacksonville Digital Marketing today!