As one of only twenty true fiduciary advisory firms in Central Ohio, Libertas needed to significantly increase its digital presence to support ambitious growth goals of doubling both revenue and assets under management within a two-year period. Despite exceptional client service reflected in numerous five-star Google reviews, the firm lacked a cohesive digital marketing strategy to effectively target their primary audiences—business owners and high-level executives—while leveraging their reputation for personalized service and fiduciary responsibility.
Social Firm developed a comprehensive digital transformation strategy beginning with a professional website redesign that effectively communicated Libertas’ boutique approach and fiduciary commitment. The digital strategy included targeted advertising campaigns across multiple platforms, including Google, LinkedIn, and social media, with messaging specifically tailored to business owners and corporate executives. This was complemented by strategic location and listing management services to capitalize on the growing importance of online reviews, which proved to be a significant source of new client acquisition.
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