Case Study – Increasing Traffic with Google Ads

November 14th, 2023 | Myriad Advisor Solutions

The Client:

This Financial Advisor is an RIA based out of an RIA firm based on the east coast. They specialize in retirement planning, college planning, wealth management, and investment advisory services.

The Challenge:

These Advisors faced the challenge of reaching a broader audience and attracting high-value clients in a cost-effective manner. Traditional marketing efforts were not yielding the desired results, prompting the need for a strategic digital advertising approach.

Our Objectives:

The primary objectives were to

  1. Increase brand visibility and awareness in the target market.
  2. Drive qualified leads for financial planning services.
  3. Optimize the Google Ads campaign for a positive ROI.
Executed Strategies:

The primary objectives were to

  1. Keyword Research and Targeting
  2. Ad Copy Optimization
  3. Audience Targeting
  4. Conversion Tracking and Analytics
google ads image


By leveraging the power of Google Ads and implementing a targeted and data-driven strategy, our clients successfully achieved their objective of increasing brand visibility, driving qualified leads, and optimizing ROI. The digital advertising campaign not only brought in new clients but also provided valuable insights for future marketing efforts, establishing a foundation for sustained growth in the competitive financial services landscape. Along with this incredible tool, our marketing team has a myriad of ways to increase your presence and drive views & clicks. Not exactly sure where to start? Simply reach out to Myriad at and let us handle this critical part of your branding for you!