Case Studies & Testimonials of clients, who did not mind being stated.
Geoff, Australian Tax Advisor
About the client:
Geoff is an Australian advisor with more than
37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For the first month, we found success since Geoff had
9 meetings, 1 immediate close for $4000 consultation, most of the clients became clients within months of repatriating back to Australia.
Jaroslav, Slovak Investment Advisor
About the client:
Geoff is an Australian advisor with more than
37 years of consulting experience. His main focus is advising Australians who work overseas with their repatriation, property tax, and retirement planning.
Results:
For the first month, we found success since Geoff had
9 meetings, 1 immediate close for $4000 consultation, most of the clients became clients within months of repatriating back to Australia.
Matthew, Financial Advisor from the UAE
About the client:
Matthew is a fully qualified Level 4 UK regulated financial adviser, with over a decade of experience in the financial services industry.
Results:
Matthew managed to close a prospect in just his 2nd video call in 5 days after starting to work with us. Later on, we managed to get more than 28 people who wanted to speak with him in a span of 2 months..
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Norman, Financial Advisor from Dubai
About the client:
Norman Lowe is a Chartered Institute of Securities Qualified Wealth Manager (ICWM)
operating from the UAE and has been working in the offshore cross-border investment and advisory arena since 2005.
Results:
Norman started with a healthcare. We successfully managed to have more than
200 conversations
through LinkedIn prospecting in the first month.
Financial Advisory Company, Žilina, Slovakia
About the client:
Company with team of 32 Financial Advisors, saw opportunity in selling products through informational brands
Results:
1,700+ Leads in 3 Months for an Informational Brand with just €300/month in ad spend.
With 27,000 clicks and over 650,000 impressions, the strategy helped scale lead generation before transitioning to high-value personal brand campaigns.
Pleroma a. s., Slovak Financial Advisory company
About the client:
Company with team of 24 Financial Advisors, saw opportunity in recruiting through online space.
Results:
With just €200 in ad spend, we generated 82 leads from 2 cities with fewer than 20,000 residents each.
The campaign led to 3 successful hires and delivered great cost-per-lead results.
4mil€ in ARR Financial Advisory Company
About the client:
Company with team of 42 Professionals, which we worked for the last 15 months
Results:
Since November 2023, we've helped this financial company generate more than 3,500 leads across Facebook and Google Ads.
Small Team of Financial Professionals Working With High-Ticket Clients
About the client:
Small team of financial professionals working specifically with companies.
Results:
This campaign used a low-ticket offer (45€ per sale) to start relationships and then upsold to €5,000+ financial services.
With €711 spent on ads, the campaign generated 49 purchases and 5 high-ticket upsells, resulting in over €28,000 in revenue in just 2.5 months.
Life Insurance Agent from Slovakia
About the client:
The client is a individual focusing on selling life insurance policies in Slovakia
Results:
In just 5 months of working with this clients he closed 8 life insurance policies through targeted Facebook ads.
With only €200/month in ad spend, the campaign delivered 135 leads and a strong 3x ROI.
European Financial Advisors, Working With Specific Clientele from Austria
About the client:
The team of Financial Advisors focusing on clients in Europe
Results:
We helped a this team to launch campaigns in Austria, and generate 113 leads, from which they closed 12 clients - 7 of them for high-ticket services, over the span of 8 months.
With a total ad spend of just €3,300, this campaign returned over €25,000 in revenue and continues to run successfully.
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