The challenge
Boutique wealth manager was invisible online vs the big platforms — HNI clients couldn't validate them in a quick search.
All case studies
Financial Services
Content engine for a boutique wealth-management firm
Founder-led content put the firm at the top of LinkedIn + Google for tax + estate-planning queries; 18 HNI prospects / month.
6 monthsClient: Boutique wealth manager
18
Inbound HNI prospects / mo
4 of 6
Top-3 rank for target queries
+12,000
LinkedIn follower growth
2,400
Market-letter subscriber list
The transformation
Before vs After
BeforeWhere they started
♡ 4 · ⤴ 0
♡ 5 · ⤴ 0
♡ 6 · ⤴ 0
- Invisible online vs big platforms.
- No content cadence.
- Founder LinkedIn dormant.
- Zero SEO traffic.
AfterWhere Sphyx took them
♡ 3200 · ⤴ 480
♡ 4300 · ⤴ 710
♡ 5400 · ⤴ 940
📊
18
- Founder ships 3 LinkedIn posts a week.
- Top-3 rank on multiple tax + estate queries.
- Quarterly market-letter has a loyal list.
- Inbound HNI prospects every month.
Our approach
A sequential playbook — each step builds on the one before it.
1
Founder-led LinkedIn writing schedule, 3 posts/week.
2
Long-form SEO on tax + estate-planning evergreen queries.
3
Quarterly market-letter as a downloadable.
4
Comment-engagement on adjacent thought-leaders' posts.
Outcomes
Inbound HNI prospects / mo
18
Top-3 rank for target queries
4 of 6
LinkedIn follower growth
+12,000
Market-letter subscriber list
2,400