How Strategic Web Design Drove 600 Visits in 30 Days for a Wealth Management Firm
When Redfish Capital’s previous website was underperforming and failing to attract the right clients, they knew it was time for a change. They needed a new website for their financial planning firm that would make an immediate impact.
Within 30 days of launch, the results spoke for themselves: 600 unique website visits, 100% from the United States, coming through direct traffic and organic search. This proves that strategic web design combined with a strong digital presence can deliver measurable results and attract qualified prospects from day one.
The Challenge
Redfish Capital came to us with a clear vision: showcase their relationship-driven financial firm in a way that stands apart in the wealth management space. They needed a website that would communicate their unique approach— “Financial Planning for Real Life” —while establishing credibility and trust with potential clients from the very first visit.
For capital wealth management companies and financial planning firms, your website is often the first handshake with prospective clients. It needs to convey professionalism, expertise, and approachability all at once.
Our Design Approach
We built the their website with several key elements designed to convert visitors into engaged prospects:
Clean, Professional Design: The website features a sophisticated color palette with navy blues, warm golds, and neutral tones that convey both trust and approachability. The design is modern without being trendy, ensuring the site will remain fresh for years to come.
Branded Graphics and Personalized Look: We incorporated lifestyle imagery that reflects the “real life” positioning of the brand and their mission.
Strategic Call to Action Buttons: Every page features prominent “Let’s Connect” buttons that make it easy for prospects to take the next step.
Mobile Optimization: With more than half of web traffic coming from mobile devices, we ensured their website looks stunning and functions flawlessly on smartphones and tablets.
Skimmable Copy and Intuitive Layout: The website breaks down their process into three digestible steps, this way visitors can quickly understand the firm’s value proposition without wading through jargon; and the navigation is clean and intuitive, with clear categories.
The Results
Within 30 days of launching the new website, they saw impressive results:
600 unique website visits
100% US-based traffic. Perfectly aligned with their target market
Direct and organic search traffic. Visitors finding them through brand searches and relevant financial planning keywords
These numbers show that combining a well-designed website with strategic content marketing can deliver immediate, measurable results. The website didn’t just attract traffic, it attracted the right traffic. Every visitor was a potential qualified prospect from their target geographic market.
Ready to Launch Your Financial Services Website?
Whether you’re refreshing your firm’s online presence or building your first website, your digital platform should attract and convert ideal clients.
At Up in a Day, we specialize in creating high-converting websites for financial advisors, wealth managers, and accounting firms. Our process ensures you get a professional, branded website that’s ready to generate leads from day one.
Want results like Redfish Capital? Let’s talk about your website project.
