
LYDYJOSH
Financial Marketing That Converts Leads Into Investors
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CapitalBridge Wealth Advisors
Capital FM • Freelance
Jul 2023 - Present • 3 yrs 1 mo
I partnered with CapitalBridge Wealth Advisors to improve their client acquisition process by building a complete finance and investment lead generation system. My work focused on attracting qualified investors, financial prospects, and high-net-worth individuals through targeted digital marketing and data-driven outreach strategies. Responsibilities Generated verified finance and investment leads using LinkedIn Sales Navigator and Apollo.io. Built high-converting landing pages for financial services and investment campaigns. Created Meta and LinkedIn ad campaigns to attract qualified investors. Developed CRM automation workflows for lead nurturing and follow-up. Implemented email marketing campaigns that improved investor engagement. Qualified prospects based on investment interests, budget, and financial goals. Tracked campaign performance using Google Analytics and reporting dashboards. Optimized conversion funnels to maximize ROI and reduce cost per acquisition. Key Results Generated 1,200+ qualified financial leads Increased consultation bookings by 68% Reduced cost per lead by 41% Improved landing page conversion rate from 9% to 24% Increased email engagement by 57% Built a scalable lead generation system that consistently delivered investment-ready prospects Tools Used: LinkedIn Sales Navigator, Apollo.io, HubSpot CRM, GoHighLevel, Meta Ads Manager, Google Ads, Google Analytics, Mailchimp, Microsoft Excel, Google Sheets.