Everything your firm needs to turn online attention into booked consultations. 7 gaps identified. 5 campaign angles. 3 ad scripts. Full landing page copy. VSL outline. Email nurture system. Built exclusively for you.
Adam, congratulations on the independence. Going from Northwestern Mutual to Commonwealth to your own RIA is a massive move.
You've been managing $400M in assets for hundreds of families. You've got a Forbes Best In State recognition. You've got a team that's been together 20+ years.
What you don't have is a way to predictably acquire new clients online.
Right now, Spiegelman WM grows the way it always has: referrals, word of mouth, and reputation. That's worked because you're excellent at what you do. But referrals can't be controlled, predicted, or scaled.
We built this entire package because we believe we can solve this. Everything in this document is specific to Spiegelman Wealth Management. No one else on earth can use this.
We analyzed your website, social profiles, press coverage, and competitive position. Here's what we found.
Someone visits your site, isn't ready to call, leaves. You have no way to capture them. A "Bay Area Pre-Retirement Checklist" would convert 15%+ of visitors into leads you can nurture.
Zero video on your website. In wealth management, video is the highest-trust medium. Prospects want to see the person they're trusting with their money before they pick up the phone.
35 years, Forbes recognition, $400M AUM, hundreds of families. None of that appears on your site in a way that builds trust. No testimonials, case studies, or client stories.
You have a newsletter signup but no automated sequence. No welcome series. No value delivery. No path from "interested" to "scheduled a call."
100% dependent on referrals. No targeted ads reaching HNW families in the East Bay who are actively thinking about retirement planning or advisor changes.
Your "Resources" section has empty category pages. No blog posts. No articles. A missed opportunity for both SEO and authority building.
42 LinkedIn followers. 20 Facebook likes. For a firm managing $400M, this is invisible. Your HNW prospects live on LinkedIn.
Each angle is specific to Spiegelman WM, your market, and your avatar. Ready to deploy across ads, content, and email.
Written for financial services. Educational, trust-building, and compliant. Three different formats.
A complete opt-in page for your lead magnet and a 5-7 minute VSL framework for your homepage. Both ready to build.
Full landing page copy with 4 sections: above-the-fold (headline + trust bar + CTA), the problem (retirement math), what's inside (12 questions previewed), who built this (credibility section), and final CTA. Trust badges: Forbes, Fidelity, SEC-Registered, CFP, Fee-Only.
5-section framework for a 5-7 minute video. Hook ("Do you actually have a plan?"), Problem (Bay Area retirement costs), Solution (your family's private CFO), Credibility (35 years, $400M, Forbes), CTA (15-minute intro call). Adam records it. We handle everything else.
12 high-value questions covering: retirement number for Bay Area cost of living, Social Security timing optimization, tax-efficient withdrawal sequencing, healthcare bridge strategy, market crash stress test, estate plan coordination, and more. Designed for HNW families 5-10 years from retirement.
Triggers when someone downloads the Pre-Retirement Checklist. Builds trust over 14 days. Moves them toward booking a call.
Three phases. You record one video. We build everything else.
Days 1-2. Lead magnet creation. Opt-in landing page. VSL script. Email welcome sequence. Trust stack assets.
Days 3-4. Homepage VSL integration. Landing page live. Email automation connected. Analytics and tracking setup.
Day 5+. Meta ad campaign launch. LinkedIn content calendar. Retargeting setup. Ongoing optimization and reporting.
We'll walk through the package live, answer your questions, and map out your 5-day launch plan for Spiegelman Wealth Management.
SCHEDULE A CALL →Or reply to our email. Either works.