Parallel Advisors

Our Results

100 %

increase in leads/contact forms from ads M/M

100 %

increase in conversion rates from ads

100 %

increase in total website traffic M/M

Parallel Advisors

Parallel Advisors is a boutique, wealth management firm located in San Francisco, Ca, specializing in personalized financial planning and investment services. With more than $7.7B under management, Parallel Advisors continues to take over as a premier wealth management firm across the country.

Services Provided

SEO
Google Ads Management
Meta Ads Management
LinkedIn Ads Management
Website Refresh and Conversion Rate Optimization (CRO)

Challenges Before
Working with Jives

Limited digital presence and marketing awareness
High cost-per-click with no clear insights into lead quality
Lack of analytics, UTM tracking, and straightforward marketing insights
Website not optimized for SEO, including broken links and missing meta descriptions
Homepage was not designed for conversions, lacking clear CTAs and effective CRO design

Our Marketing Plan Of Attack

Designed a tailor-made marketing strategy to maximize net-new prospect leads
Established clear marketing KPIs and goals, aligned with the company’s vision
Enhanced tracking to gain deeper insights into lead quality and performance
Revamped homepage with clear headlines, logos of reputable publications, awards, and key metrics to establish credibility and expertise
Optimized service landing pages to improve user experiences and increase conversions
Resolved technical SEO issues to improve Google rankings
Created engaging Google, Meta, and LinkedIn ads to increase brand awareness and drive conversions, optimizing ad spend

Parallel Advisors

Our Results

Parallel Advisors

Services Provided

Challenges BeforeWorking with Jives

Our Marketing Plan Of Attack

Challenges Before
Working with Jives