B.E.S.T. Wealth Management
Lead Generation


B.E.S.T. Wealth, a financial planning client, was looking to grow their audience and nurture their current followers. They desired to bring a personal and humorous touch to their financial planning content in the midst of an often dry industry. But they felt overwhelmed juggling the many demands of running a business while also creating content that would speak to their ideal client. They didn't have the time or expertise needed to write emails or social content that would speak to both their current and future clients.


We worked with B.E.S.T. Wealth to create weekly nurture emails and 8 social media posts per month filled with content that would both educate and entertain their subscribers and followers. Additionally, we worked together to create a lead generator that provided value to their audience and helped them reach more potential clients.


Over the course of the 18 months in which we managed ads for B.E.S.T. Wealth, we collected 2841 leads. After testing different ad creatives and lead generators, we landed on a combination that only cost $1.24 per lead. These ads helped them increase their audience so they could nurture an increasing number of potential clients. The team at B.E.S.T. Wealth could also be sure their social media presence and emails were providing tips, resources, and relatable topics they deserved, freeing their physical and mental workloads so they could spend more time helping clients achieve their unique idea of financial freedom.

Working with Stratos has been great. There staff are super friendly and I could not have asked for a better experience. Our goal was to increase our email marketing list in MailChimp so that we could market a budgeting app. In about 2 1/2 years, Stratos increased our email list from 400 to 2,300. We now have a viable audience to market our subscription-based app.
Brad Tinnon

B.E.S.T. Wealth Management