Retirement Planning And Investment Advisory Firm

Client

Registered investment advisory firm focused on retirement income planning for professionals aged 50 to 65

Location

Multi-state, with a focus on major metro areas

Engagement Length

9 to 12 months to primary gains, then ongoing

Initial Problems Identified

1. Generic service pages that looked like every other advisor site and failed to match specific retirement intent
2. Old blog content with scattered topics, weak internal links, and no clear path toward consultation
3. Thin E E A T (Experience, Expertise, Authoritativeness, and Trustworthiness) signals in a highly scrutinized financial niche
4. Heavy competition from national brokerages and larger RIAs on core retirement and investment terms

Strategy

1. Full content and technical audit focused on retirement planning, rollovers, and income planning queries
2. Clear keyword and intent mapping for each stage of the funnel
3. Rebuild of key pages around specific retirement problems and scenarios
4. Strong entity positioning with detailed advisor profiles, process transparency, and compliant proof elements

Key Actions

1. Service page overhaul
   • Created focused pages for retirement income planning, 401k rollover help, and pre retirement planning
   • Restructured on page copy around user questions, timelines, and clear next steps
   • Added FAQ sections with structured data support
2. Content hub for retirement problems
   • Built topic clusters around “how much do I need to retire,” “retiring at 55,” and “sequence of returns risk”
   • Linked articles tightly into the main consultation and service pages
3. E E A T (Experience, Expertise, Authoritativeness, and Trustworthiness) upgrades
   • Expanded advisor bios with credentials, years of experience, and niche focus
   • Added compliant case style scenarios and process explanations
   • Added clear disclosures and improved compliance-friendly language on all pages
4. Authority and visibility work
   • Secured guest content on personal finance blogs and strong backlinks from financial websites
   • Improved data consistency across major directories and review sites
   • Improved branded searches on Google with a reputation strategy

Results

1. Non-branded organic traffic grew by roughly 250 percent in 9 to 12 months. Increases started consistently month-over-month starting around 90 days.
2. Dozens of mid and bottom funnel keywords moved into the top 3 positions, including “retirement income planner near me,” “401k rollover help,” and several city modified terms
3. Form fills and booked calls attributed to organic search increased by about 3 to 4 times, with higher intent prospects who referenced the educational content on calls
4. The firm began to appear in comparison and “best retirement planner in [city]” style searches, which raised perceived authority in a sensitive financial category