Case Study Archives

Case Study: How AP Wealth Attracted $15M in New Prospects With SEO

Leave a Comment / AI SEO, Case Study, SEO / Brent Carnduff

Overview AP Wealth is a Georgia-based financial advisory firm serving high-net-worth families, individuals, and especially retirees navigating transitions into and out of Augusta. Their clients are often facing major financial decisions – relocating, retiring, or restructuring portfolios – and they rely on AP Wealth for calm, seasoned guidance. In mid-2024, AP Wealth partnered with Advisor […]

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SEO Case Study: How Client Clarity, SEO, and Patience Helped Add $15-$20M AUM in 12 Month Period

Leave a Comment / Case Study, SEO / Brent Carnduff

Executive Summary This case study highlights how long-term strategy, local optimization, and content alignment with their Ideal Client Profile (ICP) led to compounding results. About the Client Firm: Colorado Capital Management Location: Boulder, CO Structure: Fee-only RIA Target Clients: Mid-to-late-career professionals and early-retirement families Core Philosophy: Aligning wealth with purpose through stewardship, fiduciary guidance, and

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1450% Growth in Organic Traffic Leads to More Appointments

Leave a Comment / Case Study / Brent Carnduff

Uncommon Cents Investing is a fee-only, independent financial advisory team with over three decades of experience helping clients in Janesville and Rock County, Wisconsin.

We began working with them in November 2023. Despite having already created 92 quality articles, they weren’t seeing the traction they hoped for.

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RIA Firm Increases Organic Traffic by 1250% Through Content Based SEO

Leave a Comment / Case Study / Brent Carnduff

First, I want to address the elephant on the page. SEO doesn’t work… UNTIL IT DOES! 🙂

This advisory firm, working with our writing team, published 1-2 long-form, SEO-optimized blogs per month, for 12 months, before seeing a slight increase in organic traffic.

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