Prepared Exclusively for George P. Webb

Your Growth Package for PWMA

Research, strategy, and sample creative built by CRD Marketing. No cost. No obligation. Just a look at what's possible.

Built by CRD Marketing

The Opportunity

PWMA Has a Strong Foundation. The Marketing Hasn't Caught Up Yet.

We spent time researching PWMA, your competitors, and the wealth management advertising landscape. What we found: you have a solid practice serving 350+ families. But the digital presence doesn't reflect the quality of the firm. That's an opportunity, not a criticism. Here's what stood out.

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Competitors running Meta ads in your local market. The paid channel is wide open. First mover advantage is real.
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Video content or VSL on the PWMA website. In wealth management, trust sells. Video builds trust faster than any other medium.
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Testimonials displayed despite 350+ client families. That's 350+ potential proof points sitting unused.

These aren't weaknesses. They're open doors. PWMA is one well-built funnel away from owning paid acquisition in your market.

What We Built For You

Five Deliverables. Custom to PWMA.

We didn't send a template. Every piece below was built from scratch using your market data, your competitive landscape, and your firm's positioning.

Market Research Snapshot

Competitor positioning analysis, audience psychographics for high-net-worth individuals in your area, and the specific language your ideal clients use when searching for a financial advisor.

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5 Campaign Angles

Five distinct positioning angles, each with headline variations and hook copy. From contrarian takes on typical advisor marketing to proof-first messaging built around your 350+ family track record.

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3 Sample Meta Ad Scripts

Three fully written ad scripts across different formats: one educational, one direct response, and one story-driven. Ready to film or adapt. Each includes primary text, headline, and description in Meta format.

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Landing Page Copy

Complete copy for a high-converting landing page designed specifically for wealth management. Above the fold headline, trust section, social proof placement, FAQ handling, and a clear call to action.

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Educational VSL Outline

A full outline for an educational video sales letter. Not a hard sell. An authority-building piece that positions George as the trusted expert and naturally guides qualified prospects to book a conversation.

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The Gap

Where PWMA Stands vs. Where It Could Be

A $475M+ AUM firm should have a digital presence that matches the quality of its advisory work. Here's the gap we see.

What a $475M+ Firm Should Have

  • Paid advertising capturing high-intent prospects before competitors do
  • A dedicated landing page with a clear value proposition and one specific call to action
  • Educational video content that builds authority and trust before the first meeting
  • Client testimonials and case studies displayed prominently across all digital touchpoints
  • An automated email nurture sequence that warms leads between first contact and consultation
  • Retargeting ads that stay in front of people who visited the site but didn't book

What PWMA Has Today

  • No paid advertising on Meta, Google, or any tracked platform
  • A website that serves as a brochure rather than a conversion tool
  • Zero video content. No VSL, no educational series, no advisor introductions.
  • No visible testimonials despite 350+ active client families
  • No automated email follow-up after a prospect visits the site
  • No retargeting. Visitors leave and never see PWMA again.

How CRD Marketing Works

Four Steps. One System. Hands Off.

We don't just run ads. We build the entire machine first, then turn on the traffic. That's why it works.

01

Deep Research

We study your market, competitors, and ideal clients. Every ad, every page, every word is built on real data.

02

Strategy

Campaign angles, positioning, and a funnel architecture designed for your specific offer and audience.

03

Copy & Creative

Ad scripts, VSL, landing page, and email sequences. All written from scratch. No templates. No recycled work.

04

Build & Deploy

We build the pages, set up the automations, launch the ads, and manage the campaigns. You focus on your clients.

Next Step

Ready to Talk About What's Possible?

You've seen the research, the strategy, and the sample creative. A 15-minute conversation is all it takes to discuss how this becomes a live campaign for PWMA.

Reply to This Email Schedule a Call with Colin

No pitch. No pressure. If the work speaks for itself, we'll talk about next steps. If not, you keep the research for free.

Colin Dean

CRD Marketing

colin@crdmarketing.com

crdmarketing.com

© 2026 CRD Marketing. This page was prepared exclusively for George P. Webb and PWMA.