What Exactly Does Bellwether Do?
Bellwether Digital offers industry-specific web-design, data-driven digital advertising & automated lead nurturing for Financial Services.
They’re powerful alone — but even better when used together.
Web Design
We design websites that inspire trust, convert visitors into prospects and that are optimized for search engines.
Digital Advertising
Our certified team of digital advertisers design and optimize advertising on Facebook, Google Adwords & LinkedIn.
Sales Automation
Our unbeatable sales automation tool is specially designed to maximize lead conversion, client engagement, and retention.
Web Design
Digital Advertising
Sales Automation
After understanding your goals, habits and current finances, we’ll recommend strategies tailored to your specific needs.
Investing is where we excel – it’s kind of our thing. Our software allows us to execute complex strategies quickly and more frequently than a person ever could.
Investing is where we excel – it’s kind of our thing. Our software allows us to execute complex strategies quickly and more frequently than a person ever could.
Financial Services
PLAYBOOK
BY
Blake // Blake@ppl-labs.com // 617-917-5371
Finding the Right Fit.
We help our clients adopt & implement marketing strategies that fit their needs and maximize their return on investment. PPL leverages it’s deep understanding of the financial services industry and marketing expertise to ensure a running start that matches your short and long term objectives.
“Our monthly traffic
increased by 135%”
CEO @Beck Bode Wealth Management
Existing PPL-Labs Client
What Exactly Does PPL Do?
Website Creation, search engine optimization (SEO), & management
Facebook Ad Management & optimization
Integration of our contact management tool with your new & existing systems
Provides dedicated account managers who act as your external marketing
team at a fraction of the cost
OurProcess
1. Your Goals
PPL-Labs works with large agencies and individuals in the Financial Services field. You may be trying to fill your own schedule, expand your firm or even looking to add multiple locations. Regardless of the goal, we know exactly what tactics to apply to your plan.
2. Your Current Approach
Are you utilizing all your free tools? Have you plateaued with a certain marketing plan? Maybe you have a great approach but need experts to sharpen all the details. We start with marketing tools with the best return on investment and work down the totem pole.
3. Your Budget
We take into account what value you are comfortable with and apply the best plan for your continued growth and success.
Facebook Ad
Management &
Optimization
What is Included
- Custom Facebook Ad design
- Facebook campaign management
- Landing page creation
- Intensive optimization to drive down price per lead and increase quality
- Detailed audience research and development
- Dedicated account manager that will be your point of contact and is in is in charge of the team that runs and creates your campaigns
What We RECOMMEND
- A starting ad spend of at least $10/day starting
- Call the leads you receive as soon as possible
Insurance
Asset Management
Annuities
Taxes
Seminars
Recruiting
geographic locations, and types of offerings. Past performance is not a guarantee of future results.
Website Creation,
Optimization, &
Branding
STOP Losing clients to competition
Our Financial Services client websites are arguably the best in the industry. Accurately designed to portray your concise message and convert visitors into clients. Included with the build out of your website is our proven SEO offering with on-site strategy that drives visitors to your site from Google organically. We also include the management of your website for ongoing changes to stay relevant and drive updates for SEO purposes.
We have a number of milestones that we set for each month with a set goal we need to attain. Our focus is to build your web presence with a website that is constantly refreshing and staying up to date. This builds trust and excitement for any of the streams we send to you. Beyond your site, we need to find the most qualified traffic from SEO and ads that will have the best chance to turn into clients in your specific area. Click the links below to view some of our favorite client websites.
What is Included
- Website design / development with software updates
- 24/7 Support
- Benchmarking of current search engine rankings
- Competitor keyword analysis and SEO health-check
- Comparison benchmarks with industry standards and competitors
- All updates and changes from you are implemented as needed
- We work with your compliance department to get your site launched faster
Some of our Website
Vector Capital Management
ECP Private Equity
Beck Bode Wealth Management
SoCo Tax
Awane Insurance
ANinja Contact
Management &
Automation
Our ANinja contact relationship software is specially designed by us to work seamlessly with Facebook and your other marketing campaigns. Help maximize lead conversion, client engagement, and retention, with this unbeatable sales automation tool.
What is INCLUDED
- Consulting to setup Aninja
- Uploading previously acquired leads
- Setup of email and text automation
- Integration with Facebook Ads
- Integration with your email
- Integration with your website contact form
- Technical support
ANinja Features
Say Goodbye To The Days Of Manually Typing Leads Into Your CRM
As leads come in from your website and facebook ads they automatically populate in your ANinja contact management account. Once they populate in your account the software then goes out into the web and pulls back all relevant links associated with that new lead including their social media photos.
Automated Text & Email Follow Up
Once a new lead is entered into your ANinja account the automation begins. Depending on where a new lead comes from – a specific text and email is sent to that new prospect. Once a new lead responds to one of these messages our AI system will intelligently send a response that moves them in a pre-determined direction.
For all of your leads that are not closed initially, they can be entered into a lead nurturing campaign. From there – our AI software will regularly follow up with old leads through text and email.
Call, Text, And Email Manually From Your ANinja Account
Instantly View A Snapshot Of Your Businesses Pipeline And Sales Activity
View the exact number of leads in the pipeline and where they are in the sales process.
View sales activity for the entire organization or by user.
Dedicated Account
Manager
Your Point Of Contact
Several years ago I spent nearly 30k on marketing for my financial advisory practice and was overwhelmed with ‘homework’ to the point we never launched a campaign. This learning experience is the main reason we were forced to learn marketing ourselves. In the end we are grateful for the way things turned out because now we are able to provide others in the industry with a service that matches their business.
One of the main solutions we addressed was making sure our clients receive a dedicated account manager. Someone who is there to listen to you and understand exactly what you are looking for in a timely manner. From there they work on your behalf to build out your website and marketing.
The only time you hear from them will be through email to receive approval and feedback on the work they have done for you. Once you give your approval they then launch said material.
We encourage you to utilize your account manager as your own marketing team or to work directly with your own in-house marketing team.
We Are Looking Forward To Working Together! To Get
Started Please Enter Your Information Below.
Click HERE to start now!
