Building a Digital Presence That Drives Success

The Ask

With a team of six trusted professionals boasting over 75 combined years of experience, the firm excels in crafting tailored financial road maps for their clients, addressing the unique complexities of each financial situation. As a newly formed wealth advisory firm, Regent Peak Wealth Advisors needed a website and content to populate not only the website pages, but also across social media and direct-to-client newsletters. The founding principal and managing director reached out to the Lucie Content team asking for assistance to define the brand message, content framework as well as website architecture to best introduce the company to prospective new clients and talent.

The Strategy

The Lucie Content team met and interviewed the managing director to understand its business objectives, service focus and offerings and brand identity. We introduced a website outline and conducted an iterative process of review and edit to develop a framework that tells the story of the Registered Independent Advisory that was a breakaway from a major national wire house company. Our team performed meticulous website development and maintenance, including optimizing for SEO and acquiring valuable backlinks to improve search engine rankings.

The Impact

Launched in 2020 during the height of the pandemic, The Regent Peak Wealth Advisors website and social media platforms immediately grabbed the attention of new and prospective clients. Four years and 100+ videos later, website users continue to grow steadily year on year by 5 – 10 percent annually. Integration and cross platform utilization (including YouTube as well as LinkedIn) drives users to the Regent Peak website. The targeted LinkedIn campaign resulted in acquisition of several premier client relationships as well as opportunities for our client to be an industry spokesperson on-site at the management consulting organization as well as a financial planning and wealth management industry spokesperson. Not only that, a CEO who saw one of our video ads we created on the Wall Street Journal showing how Regent Peak Wealth Advisors understood the compensation models of their executive team. That CEO called the founder of Regent Peak and invited him to speak to his executives at a conference, placing our client in a room full of potential clients he was targeting through digital ads. It was proof showing when Lucie Content leverages the content we create, our clients get the results they want!