Financial Services

AUM under management grew by $18M from digital-sourced clients.

· March 9, 2026

The Problem

Axiom Financial Advisors had a strong track record but a compliance-approved-yet-cold website that generated almost no inbound enquiries. They were entirely reliant on client referrals and networking events for new business. Digital channels were untested, and the team had no framework for educating prospects online or differentiating their personalised advice model from large institutions.

Our Solution

We built a content-led website centred on educational resources — retirement planning guides, investment explainers, and an interactive "How much do I need to retire?" calculator — all gated behind a lead capture form. LinkedIn thought-leadership posts drove traffic. A 10-email welcome sequence delivered high-value content and invited prospects to schedule a complimentary 30-minute discovery call via an embedded calendar.

"The calculator alone books more calls than our referral network. The quality of prospects is outstanding."

— Naomi Walsh, Principal Advisor — Axiom Financial Advisors