Olivar & Greb

thomas

Thomas Greb, Partner, Olivar & Greb

"Our firm is beyond impressed with Genius Encel's work. They have proven themselves to be highly skilled and fun to work with too. Their expertise in LinkedIn was lightyears ahead of anyone we have met in this space, and most importantly, the team's strategies are producing actionable leads for us."

Overview

How we helped:

What we did:

Results

10

Warm Leads Per Week

3

New Clients Per Month

$500,000

Average Per Client Acquisition

Challenge:

Integrate a fresh and new marketing strategy that uses the power of LinkedIn, generate leads, and pivot to online prospecting.

 

Olivar & Greb

 

Olivar & Greb Capital Management (O&G) strives to deliver superior client service and steady investment performance through every market cycle. Based in Shanghai, they offer a distinctive blend of professional investment and wealth management consulting for individuals and their families, as well as for nonprofit organizations, corporations, and trusts.

olivar & Greb

As such, O&G is one of the few fully licensed and regulated financial advisory firms in China and one of the first to offer no lock-in periods, low costs, and institutional level services.

 

When COVID-19 shook the world, everything stopped. People were uncertain and fearful, especially when it came to their financial well-being.

 

O&G had multiple solutions to protect and even grow wealth, but they were stuck in the old ways for growing their client base: in-person prospecting through networking events, live seminars, and office meetings.

 

That’s why they turned to us for a solution to pivot to online prospecting and lead generation.

Goals:

Generate new leads, implement inbound marketing, showcase strength as industry experts.

 

olivar & Greb

O&G turned to us for a solution to pivot to online prospecting and lead generation. They needed a new way to prospect, as well as become consistent with their content and inbound marketing strategy. And in building an online audience, the firm wanted to highlight their unique value proposition as the only financial firm in Shanghai to be SEC-compliant.

The team needed a new way to target and reach out to leads. Their old school ways wouldn’t work during a pandemic. We showed them a new tool: LinkedIn for Lead Generation.

 

Olivar & greb

Since they already have an account, we noticed that they’re not consistent with their posts. Information was good, but it was too long and dry. We broke up their content into “bite-sized” pieces to create more excitement for their audience.

 

As the only SEC-compliant firm in Shanghai, we must highlight this unique selling point by using quality content and webinars.

Strategy:

Use a webinar as a lead magnet to engage with qualified leads.

Olivar & GrebO&G serves high net-worth clientele, so we needed a plan to match their sophisticated requirements. Therefore, we created a lead magnet to match the current state of digital marketing: a bi-weekly webinar. This served as the first entrance to their sales funnel. 

Additionally, we designed their complete content marketing strategy: LinkedIn posts to educate the audience while also containing a call-to-action, and a sequence of nurturing messages to their ideal targets: HR executives for corporate financial services and high net-worth individuals. 

 

After delivering a consistent webinar for 3 months, O&G began to engage with qualified leads and turn them into prospects. By highlighting their expertise and services, they were able to connect with people they otherwise couldn’t.

Furthermore, with the integrated booking calendar system we built for them along with email follow-ups, they saw an influx of prospects to keep their sales funnel full.

Results:

Solid number of warm leads every week, new clients gained every month, increased traction.

o&g

Each webinar conducted by O&G maintained an average of 50 registrants with 25-30 actually attending. 

Out of the 25-30 attendees, O&G received an average of 5-10 booked calls, ranging from HR Executives to CEOs to high net-worth individuals. 

 

From the 5-10 booked calls, the firm averaged 3 new clients per month during the campaign, with an average of $500,000 USD per acquisition. 

Finally, O&G gained more traction from their content strategy, increasing their inbound marketing results. New inquiries went up by 36% because of their engaging, informative content. 

Olivar & Greb