Financial Digital Marketing - 10X Digital Marketing Agency

Financial Case Study

Concorde
Investment Services

Through a comprehensive financial digital marketing strategy, 10X Digital helped Concorde Investment Services significantly boost lead generation, expand its advisor network and enhance its market presence, earning industry recognition for its innovative recruitment efforts.

Background

Concorde Investment Services, a national securities broker-dealer, sought to enhance its competitive edge by recruiting top-tier financial professionals and strengthening its market presence. To achieve these goals, Concorde required a comprehensive digital marketing strategy that encompassed website development, SEO, content marketing, and targeted advertising.

Objective

The primary objective was to attract and recruit experienced financial advisors, thereby expanding Concorde’s network and solidifying its position in the financial services industry. This involved increasing website traffic, generating qualified leads, and enhancing brand engagement across digital platforms.

Solution

10X Digital served as a Fractional Chief Marketing Officer (CMO) for Concorde, delivering a holistic suite of services:

Website Development: Crafted a user-centric website optimized for lead generation.
SEO & Content Marketing: Implemented strategies to boost organic search visibility and engage target audiences.
Programmatic Advertising: Launched recruitment marketing campaigns using commercials on streaming platforms and companion display ads to attract financial advisors.
Social Media & Thought Leadership: Enhanced brand presence on platforms like LinkedIn to foster engagement and establish authority.
Email Marketing: Executed targeted campaigns to nurture leads and maintain communication with prospects.

Results

10X Digital’s strategies yielded significant outcomes:

Lead Generation: Achieved a 168% year-over-year increase in conversions and leads in 2024.
Social Media Engagement: Increased engagement on Concorde’s LinkedIn page by 34% and achieved a 4.1% growth on the CEO’s LinkedIn page.
Advisor Network Growth: Expanded Concorde’s representative count by 32% over three years.

Additionally, the digital recruitment campaign was recognized as a finalist in the WealthManagement.com 2023 Industry Award (“The Wealthies”), highlighting its effectiveness and innovation.

Increase in Conversion Actions

Company LinkedIn Profile

In three years.

Summary

Through a comprehensive and data-driven digital marketing approach, 10X Digital successfully enhanced Concorde Investment Services’ online presence, significantly boosted lead generation, and facilitated substantial growth in its network of financial advisors. This strategic partnership not only elevated Concorde’s market position but also garnered industry recognition for its innovative recruitment efforts.