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  • Case Studies
  • | Professional Services

Nelson Financial Planning

Orlando, FL

Nelson Financial Planning has been providing retirement advice and estate planning solutions as well as personalized financial plans to help clients reach their retirement and investment goals for over 35 years. This Orlando area-based business also hosts a popular podcast that has been named a Top 25 Financial Planning Podcast.

302%

INCREASE IN POST LINK CLICKS ON SOCIAL MEDIA

27%

INCREASE IN CLICKS TO SITE FROM SEO

54%

INCREASE IN ORGANIC IMPRESSIONS FROM SEO

"Working with LOCALiQ has been fantastic. We have people calling from all over that would not have called otherwise. We have seen a noticeable increase."

- Joel Garris, President & CEO, Nelson Financial Planning

Goals

Because of the services Nelson Financial Planning provides, they have a specific demographic and target audience they need to reach with marketing.

Challenges

Historically, the Nelson Financial Planning team had been unable to see where their marketing dollars are being spent and what results it’s yielding.

Results

Because of LocaliQ’s Marketing Dashboard reporting platform, Nelson Financial Planning is able to track calls, form fills, and emails from their marketing sources to truly understand how their marketing is working to get them new customers.

From their reporting, they’ve seen an increase in the number of potential customers reaching out to them because of their various marketing campaigns on Google and social media sites.

The Nelson Financial Planning team also appreciates the team approach LocaliQ takes to their marketing – allowing them to have a specialized expert dedicated to each piece of their strategy.

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