Resources / Client results

Client results: how financial advisors grow with Steady Stream

Case studies and results from financial advisors, planners, wealth managers and insurance advisors we work with, across SEO, paid ads and seminars.

$3M
new assets under management from a $15,000 ad campaign
$2M
client found through search
$1M
client in the first week after SEO launch
~10
high-quality leads a month for a PEI team, on a minimal ad spend

Case studies

$2M
SEO · Halifax, Nova Scotia

Top three locally, page one nationally, and a $2M client

How a Halifax practice came to rank top three for “Halifax financial advisor” and page one nationally for financial planning for engineers and lawyers, and how that brought a $2M client from Google.

Wealth management practice · SEO + AEO/GEOFull case study coming soon
$1M
SEO · Vancouver, B.C.

A $1M client in the first week after launch

What was set up in month one, why local visibility moved so quickly, and how search continues to compound for the practice.

Financial advisor · SEOFull case study coming soon
2×
Seminars · Peterborough, Ontario

A seminar so full the advisor added a second date

19 registrations in under a week, a room that overfilled, and the only campaign the advisor said had ever brought real people, not bots.

Financial advisor · Seminar promotionFull case study coming soon

What advisors say

“
The outcome was great with 5 leads from the SEO alone and (so far) 30+ leads from the Meta campaign in less than three months. 10/10 would recommend.
Conor AmyotFinancial advisor, Oshawa, Ontario
“
Steady Stream have been phenomenal to work with. Their SEO expertise has made a measurable impact on my website's visibility! I feel like they are genuinely invested in helping my business succeed.
Darcy LaroucheFinancial advisor, Timmins, Ontario
“
I have been using Steady Stream's services for a year or so now, and have seen a tremendous improvement in SEO and direct business results because of it. Highly recommended and easy to deal with!
Jonathan DaviesFinancial advisor, Halifax, Nova Scotia
“
Our website referrals have increased significantly and we saw positive ROI immediately after implementing their recommendations.
Shauna SeligFinancial advisor, Halifax, Nova Scotia
“
Steady Stream have been an exceptional resource for me and our Wealth Management Practice.
Mike KalinkaFinancial advisor, Victoria, B.C.

Ready to grow your client base?

Tell us who you want more of. We’ll show you what results could look like for your practice.

Book a meeting