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Case Study · Financial Planning
Kevin Lynch Jr. felt old-school marketing had stopped working for Westminster Wealth Management. Marketing 360 rebuilt the firm's digital presence from the ground up — starting with a Social Security and Medicare funnel that outperformed every expectation.
The challenge
Kevin Lynch Jr. built Westminster Wealth Management on relationships and referrals, but felt the firm's old-school approach to marketing was no longer working. Westminster needed a modern brand image, a real digital foundation, and a way to reach new clients beyond word of mouth.
The strategy
Marketing 360 built outbound and retargeting Facebook funnels across Westminster's local and licensed states, starting with a Social Security and Medicare webinar funnel and a mobile-only ad and landing page experience designed for how people actually research retirement decisions.
A Social Security-focused Facebook funnel with outbound and retargeting ads.
A mobile-only experience for ads and landing pages.
A new website, video intros, and weekly brainstorming sessions with the Marketing 360 team.
SEO education, real-time ad data analysis, and tailored email campaigns.
“Marketing 360 has taken the time to educate on SEO best practices and incorporate them into our own strategies.”— Kevin Lynch Jr., Licensed Agent, Westminster Wealth Management
The results
Reviews
“Amazing team and a great product — they took my business from brand new to multiple locations over the last 5 years. I'd recommend the team at Marketing 360 to anyone.”
“From the beginning it's felt like the team is on our side, not out for their own gain — genuinely refreshing. They made the website easy to understand every step of the way. Very glad I took this leap of faith.”
“Alex did an amazing job on the website and walked me through, step by step, how to update things myself. I love that the quote button alerts my email the moment a potential customer requests one.”
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