Generating Game-Changing Leads for a Wealth Management Firm

Social Media Marketing (SMM), Email Marketing, Website Design



Our client Quad Financial Management, was interested in generating life insurance and financial leads. Their main objective was to achieve the lowest CPA for the highest quality leads. We helped them rebrand and develop a fully automated email marketing campaign.

Services Provided

Social Media Marketing (SMM)

Email Marketing

Website Design



  • Conducted a thorough website audit to identify areas for improvement.
  • Conducted targeted audience and competitor research.
  • Launched engaging social media campaigns across relevant platforms.
  • Designed a new website and revamped the brand.
  • Developed and implemented email marketing strategy. 


Organic Search Traffic:

Increased organic search traffic by 61% within the first three months.

Conversion Rate:

Achieved a 43% increase in conversion rate.

Lead Generation:

Generated 60% more leads through email marketing, contributing to the client’s sales pipeline. Achieved a 95% decrease in CPA.

website development mock up

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Lea Digital Solutions

555 S. Mangum St. Suite 100,

Durham, NC 27701