Demand Generation for Financial Planning Firm

---

---

Seeking Demand Generation Expert for Financial Planning Firm About Us Ironclad Wealth Management is a boutique financial planning firm specializing in comprehensive tax, protection, and investment planning for small business owners with 1-25 employees. We aim to use an educational approach to turn complex financial topics into actionable insights through our blog, videos, and client communications. What We're Looking For We need a demand generation expert to help us scale our digital lead generation efforts. We currently write blogs and record videos, so we are looking to assign a budget towards paid ads or other methods that will generate leads. Possible Responsibilites - Lead Generation Strategy: Develop multi-channel digital campaigns targeting small business owners in Georgia and beyond - Content Amplification: Leverage our existing educational blog content (tax planning, protection strategies, investment guidance) to drive lead generation - Campaign Management: Execute and optimize campaigns across Google Ads, LinkedIn, Facebook, and other relevant platforms - Lead Nurturing: Design email sequences and retargeting campaigns to convert prospects into consultation bookings - Analytics & Optimization: Track performance metrics, conduct A/B testing, and continuously improve conversion rates - Funnel Development: Create and refine lead magnets, landing pages, and conversion pathways Ideal Candidate Profile - Experience in financial services preferred - Proven track record generating qualified leads for high-value services ($5K+ client lifetime value) - Expertise in Google Ads, LinkedIn Ads, and marketing automation platforms Preferred Background: - Previous work with financial advisors, CPAs, attorneys, or similar professional services - Understanding of compliance requirements in financial services marketing - Experience marketing to small business owners or entrepreneurs - Proficiency with ActiveCampaign What Success Looks Like - Generate 10 qualified consultation requests per month - Achieve cost per lead under $200 for consultation bookings - Generate quality leads based on agreed upon criteria - Develop scalable systems that can grow with our practice Our Ideal Client Profile (Your Target Audience) - Small business owners earning $250K+ annually - Business owners with 1-25 employees - Located primarily in Georgia, but expanding nationally - Need help with tax planning, business protection, or investment strategies - Age 35-55, typically in professional services, healthcare, or successful trades Project Details - Duration: 3-6 months with longer for successful engagement - Budget: Your hourly/monthly rate + plus ad spend budget of $1,500-$2,000 per month - Time Commitment: Will depend on number of channels. Would like to start with analysis and move from there. - Start Date: Within 2 weeks-1 month Next Steps We'll review applications on a rolling basis and will hope to find the right fit within the week. Please send any case studies or examples that you'd like for us to review of previous work.

Keyword: Design Consultant

Price: $50.0

Social Media Marketing Marketing Strategy Lead Generation Google Ads Facebook Advertising Digital Advertising