Wealth Management Lead Gen Campaign
Budget: ₹12,500 – ₹37,500 INR
I’m ready to ramp up qualified leads for my wealth-management advisory and need a performance marketer who can own both Instagram ads and search engine campaigns end-to-end. The objective is straightforward: bring in prospects who are actively looking for retirement planning, portfolio optimisation, and related financial services, and move them into my existing CRM for follow-up by our advisors.
Here’s what I’m after:
• Strategy & setup – craft a coherent funnel that marries Instagram Ads with Google Search (and, if helpful, Bing) so the messaging and targeting are consistent across both channels.
• Creative & copy – write thumb-stopping Instagram creatives plus high-intent search ad copy that speaks the language of HNW investors without sounding generic.
• Landing experience – build or refine a fast, mobile-first landing page that matches compliance standards and captures essential lead data.
• Tracking & optimisation – implement proper UTM/tagging, integrate with Google Analytics and Meta pixel, and keep a close eye on CPL and conversion rate, adjusting bids, audiences and creatives weekly.
• Reporting – deliver clear, concise performance dashboards and a short summary of next steps every two weeks.
Acceptance criteria: campaigns must be live within seven days of kickoff; first optimisation sweep completed by day 14; cost per lead stays within the agreed target after the first month.
If you’re comfortable juggling Instagram’s wealth-interest audiences and granular keyword research for search, and you’ve previously driven leads in finance or another highly regulated space, I’d love to hear how you’d tackle this.
Here’s what I’m after:
• Strategy & setup – craft a coherent funnel that marries Instagram Ads with Google Search (and, if helpful, Bing) so the messaging and targeting are consistent across both channels.
• Creative & copy – write thumb-stopping Instagram creatives plus high-intent search ad copy that speaks the language of HNW investors without sounding generic.
• Landing experience – build or refine a fast, mobile-first landing page that matches compliance standards and captures essential lead data.
• Tracking & optimisation – implement proper UTM/tagging, integrate with Google Analytics and Meta pixel, and keep a close eye on CPL and conversion rate, adjusting bids, audiences and creatives weekly.
• Reporting – deliver clear, concise performance dashboards and a short summary of next steps every two weeks.
Acceptance criteria: campaigns must be live within seven days of kickoff; first optimisation sweep completed by day 14; cost per lead stays within the agreed target after the first month.
If you’re comfortable juggling Instagram’s wealth-interest audiences and granular keyword research for search, and you’ve previously driven leads in finance or another highly regulated space, I’d love to hear how you’d tackle this.