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Parallel Advisors

Our Results

increase in leads/contact forms from ads M/M
100 %
increase in conversion rates from ads
100 %
increase in total website traffic M/M
100 %

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