Financial Services · Wealth Management Firm
11 High-Value Discovery Meetings for a Wealth Management Firm
A wealth management business wanted to strengthen its visibility with affluent professionals and business owners.
11
Qualified discovery meetings
170%
Increase in profile visibility
5
Prospects progressed to suitability discussions
01 · The client and challenge
Where they started
Trust was essential, but its digital presence was limited.
02 · Myntmore's approach
How Myntmore approached it
Myntmore built an advisor-led LinkedIn positioning strategy focused on wealth planning, financial decision-making and long-term investment discipline. Targeted networking prioritised relevant professional communities.
03 · Campaign metrics
Results across the funnel
Qualified discovery meetings11
Increase in profile visibility170%
Prospects progressed to suitability discussions5
04 · Business outcome
What changed
Stronger professional engagement among target audiences.
Myntmore's role
Positioning, targeting, content and outreach, designed and run as one system.
Services used in this engagement
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