Red Wagon Growth Marketing Agency


Want more leads and new clients? Get them with the help of a top financial services marketing agency.

If you want to acquire more customers, optimize marketing costs, and become THE authority in your market, there’s only one solution: Digital marketing for financial services.
Say goodbye to financial marketing strategies of the past—the future is digital. Technology is disrupting the financial services industry and you’re facing more competition than ever to get—and keep—the attention of today’s consumer.
That’s where Red Wagon comes in. With the help of strategic financial services digital marketing strategies, you’ll see a measurable increase in new clients, revenue, and brand recognition.


When it comes to financial services marketing, it’s in your best interest to hire a company like us that knows the ins and outs of the industry. With us as your SEO partner, you’ll have the peace of mind that everyone who works on your account knows and understands:
  • Restrictions on financial advertising and targeting
  • How to navigate through financial marketing compliance, disclosures, regulations, and guidelines (all hail the asterisk)
  • How to develop long-lasting relationships with customers
  • How to best position your firm’s brand in a crowded marketplace
If you want more customers while optimizing your marketing costs and increasing revenue, it’s time to see what Red Wagon can do for your firm. Ready to begin? It all starts by contacting us

Digital Marketing for Financial Services: Strategies to Increase Leads and New Clients

The best financial services marketing plans include a variety of online marketing strategies and services. Together, they work to increase brand authority, website traffic, leads, and new clients. See the services we recommend below, and we can’t wait to help your financial company grow!

Digital Competitive Analysis

With a thorough competitive analysis from Red Wagon, we will identify the strengths, weaknesses, threats, and opportunities from a digital marketing perspective—including actionable insights you can take to close any gaps and get ahead of your competition. We’ll provide custom-tailored recommendations for how you can improve your online presence and practice performance.


Content Marketing

More than a third of all visitors to School websites use online content to help them choose the right School. Attract, acquire, and engage them through the creation and distribution of relevant and valuable content, including landing pages, blog posts, legal e-books, email newsletters, white papers, and more. Our professional, U.S.-based legal writers produce top-quality content that matches your School’s style.


Email Marketing Campaigns

Looking for a cost-effective way to grow your School? For every $1 spent on email marketing, $44 is made in return. Our professional legal email marketers help your business stay top-of-mind with your prospects and existing customers by sending custom newsletters informing consumers about the most important updates and legal resources.

Facebook Advertising Campaigns

Like the control of pay per click advertising, but want something more cost-effective than Google Ads? Facebook accounts for one in every six minutes spent online and one in every five minutes spent on mobile. Our legal Facebook advertisers know how to comply with regulations and legal stipulations to ensure your campaigns are done by the books.

Conversion Rate Optimization

Over 70 percent of School have said their website generated new enrollments. Do you know how well your website is converting visitors? Our conversion rate experts will implement tests to improve your visit-to-lead conversion rates. We’ve helped attorneys double, triple, and even quadruple their website conversion rates.


Website Design & Development

74 percent of all potential students visit School’ websites to take action. As if that’s not enough, 48 percent of people cited a website’s design as the number one factor in deciding the credibility of a business. What does your website say about your School?

LinkedIn Advertising Campaigns

For B2B marketing, LinkedIn is the perfect platform. LinkedIn’s B2B audience has 2x the buying power of the average web audience, and four out of five LinkedIn members drive business decisions. Connect with them through LinkedIn advertising. Learn more about this incredibly targeted way to put your message in front of key decision makers today!

Pay Per Click (PPC)

Want to get to the absolute top of the search results page for your top education keywords? Pay per click ads occupy the top three search result positions on most searches. Pay per click is also a great way to drive more (qualified) visitors to your website and get more leads and sales—FAST! The best part? There’s no waiting period.


Search Engine Optimization (SEO)

Want to get more earned traffic, leads, and new cases? Start where 93 percent of your customers’ online experiences start—with search engines. Grow your long-term authority and get more qualified website traffic, leads, and sales with search engine optimization (SEO).

Social Media Marketing

81 percent of US adults have at least one social media profile, and the average user spends at least two hours on social media sites daily. Why wouldn’t you want to promote your Schools with social media marketing campaigns? Start your social media marketing campaigns, including Facebook, Twitter, Pinterest, Instagram, and more, today.


Video Marketing Services

Video is 50 times more likely to rank organically in the search results than text pages, and by 2019, video will account for 80 percent of global internet traffic, and 85 percent of online traffic in the US. What are you waiting for? Enhance your website, differentiate your brand, and get more leads with online videos!

Review Us Now

Referrals and recommendations remain a top source of new legal clients, but the process has moved online. Want 100 verified reviews in 10 days? We’ve done it for our clients, and can do it for you. We offer review management as well as Review Us Now—our proprietary software that allows you to get reviews on your website and external sites.


Smart Selling & Lead Recovery

We know how to harness the power of call monitoring to vastly improve customer service experiences and greatly increase your return on marketing investments. Our team can help your company extract the most value possible from every phone call.

Branding and Creative Services

No matter your Schools size or location, a strong, effective, and cohesive brand strategy and design help to convey your company’s quality, credibility, value, and experience. When it comes to marketing your products and services, those that have a strong brand hold an enormous competitive advantage.

Strategy and Analytics Consulting

Does your School have an in-house marketing team, but still feel lacking in the mastery of digital marketing and SEO? Whether you have an enterprise-level company, run a large association, or head the marketing team at a major organization, custom-designed strategy and analytics consulting may be just what you need! Contact us and mention you need consulting.

Local SEO

Search engines spit out different results based on proximity, which is why local SEO for Schools is so important. Approximately 97 percent of consumers go online to find local services, and 82 percent of smartphone users use a search engine when looking for a local business. If your local SEO isn’t tight, chances are your competitors will reap the rewards.

Why Digital Marketing for Financial Services Is the Best Strategy to Increase Revenue


Digital access to financial services is a top priority for consumers, so much so that 46% of consumers only use digital channels for managing money. Are you appealing to your digitally savvy target audience? To make your company THE authority in your market you need a cohesive digital strategy that connects with finance customers on their desktop computers and mobile devices. Below you’ll find the components that create the best financial services marketing plans, starting with your website.

Website Design for Financial Advisors and Financial Services Firms

Your website should be the central hub of activity for all your marketing efforts, and it needs to live up to financial consumers’ modern, digital expectations.
By 2025, $16 trillion in assets are expected to be managed with the support of robo-advisory services. That means that if you want to acquire and keep customers, you need to provide an online experience on par not only with the best robo-finance apps out there but also with the best website experiences they’ve had lately. If you don’t, you’ll have a hard time acquiring and keeping new customers.
The best financial services websites provide consumers a window into their financial health as well as provide the services they need at the moment they need them. They’re also fast, secure, mobile-friendly, and most importantly, they’re coded in a way that makes it easy for the search engines’ software to find, crawl, and index. At Red Wagon, our webmasters specialize in coding financial services websites and landing pages that are not only visually appealing but also highly optimized for search engines—allowing your firm to get more traffic, leads, and booked appointments from the internet.

Financial Services SEO & Content Marketing


Consumers are not only looking for your services, but they’re also looking for answers to all their financial questions. That means you need to show up in the top of the organic search results for queries like “Should I open an IRA Roth” and “How to improve my credit score.” To rank well organically, you must establish and promote yourself as the financial services authority in your market. Ranking well on Google, Bing, and Yahoo requires three things:

  1. First, your website needs to be fast, secure, and mobile-friendly. More than 40% of online users will hit the “back” button if a website takes longer than three seconds to load. Not only that, but search engines favor websites that are fast, secure (HTTPS vs. HTTP), and mobile-friendly.

  2. Second, you need a data-driven content strategy with unique, relevant, high-quality content your customers crave. Google ranks web pages individually, not websites as a whole. Our content marketing team never runs out of creative financial services marketing ideas and has extensive experience writing online content (including financial services blogs, postcards, landing pages, press releases, email newsletters, ebooks, and more) specifically for financial services companies—so you won’t have to write a thing.

  3. Third, you need to promote your site to other relevant and authoritative websites and get them to link to, reference, and cite you as an authority. Unlike other SEO companies, you’ll never have to worry about us building spammy links that will get you penalized by Google!


Proximity and convenience are huge factors when consumers consider financial services (see image above). These local listings often appear before the organic listings, leading to better click-through rates for your company from potential customers.
As an award-winning SEO company, we understand that the more listings you have on the first page of search results—including local listings, organic listings, and paid listings—the better. Our local SEO services can increase your visibility for geographically related searches.


When it comes to financial services ads, we always recommend investing in both pay per click (PPC) and SEO services. When you hire Red Wagon for PPC management, we handle it all—from keyword discovery to bid management; from ad copy creation to ad split testing; from pay per click call tracking to landing page optimization; we take care of everything and report the results to you monthly.
Investing in PPC, content marketing, and SEO, as well as local SEO, is the most effective way to get more leads and sales from the web as well as maximize your company’s online real estate. When you have a paid listing, local listing, and organic listing for a given search query, you greatly reduce the chance of someone clicking on one of your competitor’s links!

Our Financial Services Marketing Agency Shows You Your True Marketing ROI with Advanced Analytics & Tracking

If you’re like most advisors, you don’t have the time or resources to waste on ineffective financial services advertising strategies. That’s why our financial services marketing consultants accurately measure and track each and every advertising campaign (from pay per click to SEO to email newsletters and more) to find out which advertising and marketing strategies work and which should be changed or eliminated.
But don’t worry! You won’t receive loads of reports or spreadsheets to analyze! We understand that you’re busy running your business and you simply don’t have time for that. That’s why we’ll also analyze your data and give you actionable recommendations to measurably improve your performance.
At Red Wagon, our marketing analytics services include:

Why We’re Different from Other Financial Marketing Companies

Why are we different from other financial marketing companies? We’ve helped advisors and financial services institutions all over the USA and North America—and we can help yours, too. At Red Wagon, we try and let our clients speak for us. Take a look at our finance marketing reviews and hear straight from professionals just like you why we are the best financial services digital marketing company for your needs.
Done that? Great! Let’s get down to the details. Above all, everything we do comes from the perspective of a business owner, and we treat your business like our own. We can also offer you a few guarantees other companies can’t:

What Makes Red Wagon Different

At Red Wagon, we try and let our clients speak for us. Take a look at our attorney marketing reviews and hear straight from lawyers just like you why we are the best digital marketing company for your needs.
Done that? Great! Let’s get down to the details. Above all, everything we do comes from the perspective of a business owner, and we treat your business like our own. We can also offer you a few guarantees other companies can’t: