Case Study: Bogart Wealth Doubles Monthly Sales Opportunities with Direction's SEO and Web Design

Bogart Wealth grows monthly organic leads from 2 to 29 with Direction

Bogart Wealth, an established wealth advisory firm, faced a significant challenge with its online presence. Despite having a strong reputation and managing $500M in assets, the firm was nearly invisible in organic search, ranking for only 95 keywords and generating a mere two sales leads per month. Their dated brand and website were not built to rank or convert in the highly competitive and trust-sensitive YMYL (Your Money Your Life) finance sector. They partnered with Direction for a comprehensive solution involving a rebrand and an SEO campaign.

Direction implemented a complete overhaul, designing a modern brand identity and a new custom WordPress site engineered to rank and convert. Their solution included creating high-intent content, earning authoritative links through digital PR, and building conversion funnels. As a result, Bogart Wealth's monthly organic keywords skyrocketed from 95 to over 1,006, and traffic jumped from 129 to 15,552 visits per month. Most importantly, Direction helped increase qualified monthly sales leads from 2 to 29, supporting the firm's growth to over $3.5B in assets under management and advisement.

Bogart Wealth