BIP Wealth

Brand, Web, Social, Performance

The BIP Wealth home page on a laptop, "Engineered to perform for you" beside a smiling advisor.

Establishing BIP Wealth as the trusted authority in wealth management.

Details

Scope
Website development
SEO
Brand identity
Content creation
Social media
Industry
Wealth management
The BIP Wealth atom mark in overlapping greens on a pale mint ground.
Industry
Wealth management

Details

BIP Wealth

BIP Wealth is a wealth management firm with a unique philosophy: help clients unlock opportunities that have historically been reserved for the ultra-wealthy.

The challenge: Translate this unique wealth management philosophy to the market, get more eyes on the BIP Wealth brand, and build a user-friendly conversion process.

web development

what we did

  • Brand refresh
  • Brand messaging
  • Web design
  • Conversion optimization
  • UX/UI improvement

Turning web into a brand asset.

A big challenge BIP Wealth faced was striking a balance between their professionalism and personable, family-oriented culture.

By refining the messaging and design to be welcoming, we helped BIP Wealth connect with their audience on a deeper level. The conversion process became seamless. Within just two months, we saw more traffic hitting the site.

  • +237%increase in total engaged sessions on the site YoY
  • 18sincrease in average time spent on BIP home page YoY
  • +63%increase in users to Contact Us page YoY
BIP Wealth's baseball players page on a laptop and its services page on a phone, over a teal ground.
The BIP Wealth home page scrolling on a gold ground, from "Engineered to perform for you" through its services, team and resources to the footer.

SEO

what we did

  • Content strategy
  • Audience messaging
  • Keyword research
  • Content writing
  • Thought leadership

Earning trust through SEO.

Our second challenge was producing approachable and relatable wealth management content that financial advisors would want to read.

Through comprehensive SEO research, our team identified blog topics and other content ideas that filled keyword gaps, ultimately boosting traffic to their new site. One blog covering Major League Baseball’s pension plan garnered so much traction that a San Francisco-based journalist reached out to BIP Wealth for additional insight on the story.

  • 481%increase in total keywords with 1,127 total
  • 412.27%keyword growth from Feb 2023-Dec 2024
A search for "MLB Financial Advisor" with BIP Wealth's "Financial Services for Baseball Players" ranked first, above MLB.com.

social media

what we did

  • Social media management
  • Content creation
  • Thought leadership
  • Community engagement

Building interest through social media.

Our final hurdle was developing BIP Wealth’s presence on social media. By sharing thought leadership content, creating engaging educational posts, and featuring their expertise and values, they generated tens of thousands of new engagements with their audience.

A phone on a wooden table showing BIP Wealth's "Estate Planning 101" post.
  • 221.4%increase in New Users to the website from organic social channels
  • 204.7%increase in website traffic sessions from organic social channels

“We love our team at Marketwake! They are so much more than a ‘vendor,’ to us, they are an extension of our marketing team and a part of our BIP Family. From our initial brand consultation to our new website build to now our ongoing monthly retainer, we couldn’t be happier with the results we continue to see.”

Jenni BrownCMO BIP Wealth
  • A BIP Wealth story, "Private Equity: breaking down how private equity investing works", over three advisors in a library.
  • A BIP Wealth post: "5 steps to set up a 401(k) for your small business".
  • A BIP Wealth post: "Top 3 takeaways from our Q3 Quarterly Market Report".
  • A BIP Wealth post, "Holistic Wealth Management: frequently asked questions", over a woman presenting at a whiteboard.
  • A BIP Wealth story: "Estate Planning 101, why it is a crucial aspect of holistic wealth management".
  • A BIP Wealth carousel cover: "Key themes from 2023 BIP Wealth's Q4 Big 4".
  • A BIP Wealth ad, "Learn Estate Planning Best Practices", with an estate planning advisor and a Nashville attorney.
  • A BIP Wealth post, "We Serve Households Nationwide", over a map of the United States shaded by clients.
  • A BIP Wealth post: "The 100th episode of Ahead In The Count is live", with the podcast on a phone.
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