PathstoneWe developed a global inbound marketing framework to support Pathstone’s strategic acquisitions and scale its organic growth, resulting in a 650% increase in web traffic and a $100B AUA.

Subject:	Inbound Marketing
Client:	Pathstone
Industry:	Finance - RIA
Exit:	100Bn AUA

650%
Web Traffic
N/A
CPL

Context

Pathstone is a private equity-backed wealth management serving multigenerational families with complex needs, single-family offices, and private foundations. At the beginning of our partnership, the firm had $5B in assets under advisement and was planning a large acquisition strategy.

Objective

The goal was to accelerate Pathstone’s organic growth, building a robust and scalable framework to position its businesses for long-term success by developing a sustainable strategy for gaining consistent, qualified leads.

Strategy

To gain visibility for Pathstone, we developed a robust content strategy supported by paid campaigns targeting its key demographic, creating and disseminating marketing content that leveraged its unique positioning and expertise.

1. Content Strategy:
To spread awareness and collect qualified leads, our content strategy focused on the company’s core expertise with clear messaging, service specificities, market reports, and industry trends. This included insights, videos, and alternative content that required visitors’ email, such as White Papers, Webinars, Studies, and Track Records.
2. AdWords and LinkedIn Campaign:
We launched Paid Search campaigns to boost Pathstone's visibility and accelerate lead generation, testing a variety of messaging and optimizing to lower the CPL. To leverage the visibility of our content and boost their qualified lead collection, we accelerated their LinkedIn presence.
3. Quiz Qualification & CRM Process:
To manage the collected leads, we implemented a quiz with the double objective of qualifying potential clients according to relevant services and AUM balance, redirecting them to the right person and location. This allowed us to build a robust process which was easily scalable.

Ready to collaborate?

Get in Touch

Improvements

With the implementation of our comprehensive growth framework, we could scale our strategy nationwide as Pathstone acquired new players, resulting in a 650% web traffic increase and collecting a significant number of clients at a very competitive CPL.

650%
Web Traffic
N/D
CPL
$100Bn
AUA

Services

Growth Strategy
Inbound Marketing
Paid Search
Content Production
Copywriting
Email Marketing
CRM Management
Scraping

Bold+Beyond is a key partner in our digitalization. Through a user-centric approach, strong industry expertise, and a unique creative methodology, they have delivered on our organization’s most critical goal: sustainable results.
Steve Braverman, Co-Chairman