Inheritors make up a very small percentage of the population, and their privacy is of utmost importance. That combination of characteristics presented a unique challenge for our team, as we sought to create a new online presence for The Wealth Conservancy ("TWC"). TWC has spent the last two decades helping inheritors maximize their lives, financially and personally. TWC serves as both a life coach and wealth coach for its clients.

We were asked to create a new website for the company, one which would equally represent the two sides of their services, in a comforting, personal tone. In addition, we were asked to develop a strategy for placing The Wealth Conservancy in front of inheritors who might benefit from their support.

We planned, designed, developed, and launched TheWealthConservancy.com, a website that accurately reflects the personality of the company, and conveys the personal approach that TWC's staff takes with their clients. The website includes a blog written by one of TWC's partners; client case studies; a system for ordering TWC's book, The Inheritor's Sherpa; personal profiles for each of the TWC team members; a workshop registration system; a media center with press articles and publications; an emailing system with reporting and list management; and a consultation request system that allows inheritors to initiate contact when they feel ready. We also launched a custom CMS ("Content Management System") that allows TWC staff to update site content, post blogs, maintain workshop schedules, etc.

We launched a multi-faceted search engine marketing campaign, both organic optimization and paid placement, to place the site in the path of inheritors doing their own research. We avoided broad "wealth management"-type keywords, and concentrated on niche terms that relate specifically to inheritors. With the new website's substantial amount of information about TWC, inheritors who find the website can take time to read about the company's approach, experience, and expertise. Over the course of weeks or months, they can take gradual steps toward working with TWC, starting with joining the E-Newsletter list. On a monthly (and occasionally bi-monthly) basis, The Wealth Conservancy sends a brief email communication touching on topics specific to the challenges of being an inheritor, from lending money to friends to coping with family pressures.

AND THE RESULTS...
The Wealth Conservancy saw website traffic more than triple in the first 24 months after its launch, and the volume of client inquiries increased without sacrificing the private, comfortable approach the company and its clients are accustomed to. TWC's email list has doubled in size and continues to grow each month. BIMCOM continues to manage the firm's online marketing, from the email marketing strategy and search campaigns to integrated online/offline campaigns.

Brand/Client: The Wealth Conservancy, Inc.
Location: Boulder, CO
Industry: Wealth Management / Finance
Scope: Website Strategy, Design, Development
Time Period: 4 Months
View Live Website: www.TheWealthConservancy.com

From The Client:

"BIMCOM immediately understood our company — our premise, client base, values, goals — and how best to create a website incorporating these factors and marketing our uniqueness. They are always full of new ideas and willing to listen to ours. They are approachable and available and responsive."

- Barbara D., Office Manager
The Wealth ConservancyBoulder, Colorado