Sphyx
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
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.

The challenge

Boutique wealth manager was invisible online vs the big platforms — HNI clients couldn't validate them in a quick search.

Our approach

  • Founder-led LinkedIn writing schedule, 3 posts/week.
  • Long-form SEO on tax + estate-planning evergreen queries.
  • Quarterly market-letter as a downloadable.
  • 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