BIP Wealth

Helping BIP Wealth Establish Itself as the Trusted Authority in Wealth Management

With an overwhelming number of wealth management firms, it can be challenging to find a partner who truly understands your needs and puts your best interests first in today’s financial industry. That’s where BIP Wealth stands apart. Unlike other Registered Investment Advisors (RIAs), BIP Wealth is built on a client-first ethos anchored in strong family values to prioritize long-term relationships and a growing community. BIP offers personalized wealth management plans that go beyond ‘just investments’. From estate planning and tax strategy to direct access to private market investments and even a dedicated baseball division, BIP Wealth delivers a holistic approach to building and preserving generational wealth. By combining Nobel Prize-winning research with savvy integrations of alternative investments, their team helps clients unlock opportunities that have historically been reserved for just the ultra-wealthy.

So, how could BIP Wealth better translate this unique wealth management philosophy to the market? At the time, BIP Wealth’s website did not reflect the established brand that they were. With the ultimate goal of giving BIP Wealth a more refined look, our team started by refreshing the brand’s identity and messaging strategy, making sure each step met strict SEC compliance regulations.

Once their new website was completed, our partnership transitioned to full-service wealth management marketing. This included SEO, content creation, and social media posts that were designed to get more eyes on BIP Wealth’s brand. Through a robust strategy, we helped BIP Wealth create a user-friendly conversion process that capitalized on increased traffic to the website.

Creating a Conversion-Focused Website

One of the biggest challenges BIP Wealth faced was striking a balance between their professionalism and personable, family-oriented culture. For our team, the new website offered the perfect opportunity to accomplish this. By refining the messaging and focusing on a welcoming design, we helped BIP Wealth connect with their audience on a deeper level, ensuring the conversion process was quick and easy. Within just two months, we began to see more traffic hitting the site, highlighted by the chart below.

+237%

increase in total engaged sessions on the site YoY

18s

increase in average time spent on BIP home page YoY

+63%

increase in users to Contact Us page YoY

Building Trust Through SEO-Driven Content

Another key part of our wealth management marketing strategy for BIP Wealth was putting ourselves in their clients’ shoes. What sort of content would we want to see if we were looking for a financial advisor? Through comprehensive SEO research, our team identified blog topics and other content ideas for BIP Wealth that filled keyword gaps, ultimately boosting traffic to their new site. One blog—which covered Major League Baseball’s pension plan—positioned BIP Wealth’s Baseball Division as the authority for financial advice amongst professional baseball players. The blog gained so much traction that it ranked above the MLB on Google search results and led a San Francisco-based journalist to reach out to the BIP Wealth team for additional insights.

Engaging New Audiences Across  Social Media

Alongside our website content and SEO efforts, our team curated a data-backed social media strategy that helped BIP Wealth develop a stronger presence across social media channels. By sharing thought leadership content, creating engaging educational posts, and highlighting their expertise and values, BIP Wealth generated tens of thousands of new engagements—reaching new eyes, growing their audience, and driving high-intent website traffic.