How We Built a Compliance-Friendly Marketing Engine for a National Wealth Advisory

Feb 13

Yellow Kitchen Media is a content writer for financial planners

The WE Alliance Wealth AdvisorsFinancial Planners, Wealth Advisors, and High-Powered Solutions

Our Mission: Overhaul brand messaging, create compliance-approved marketing assets, and design a sales funnel that turns high-earning prospects into lifelong clients.

The WE Alliance had nearly three decades of experience helping high earners secure their financial future. Their clients included doctors, real estate investors, and entrepreneurs across the U.S.

The problem?

Their website and marketing assets didn’t reflect their expertise.
Compliance rules made content slow and complicated to produce.
They lacked a clear funnel to turn social media interest into booked clients.

The Approach

I led a four-day marketing overhaul, coordinating directly with their legal team to keep every word compliant while still making it persuasive.

Rebuilt the website copy to match the authority and trustworthiness of their brand.
Developed a newsletter and blog strategy that shared valuable financial insights without tripping compliance flags.
Created a full lead magnet and funnel sequence to guide prospects from first touch to onboarding.
Built automation workflows to move leads through the funnel without extra manual work from the team.

The Results:

Launched a compliance-approved website in four days.

Implemented a content engine that keeps WE Alliance top-of-mind with high-value prospects.
Created an evergreen funnel that converts social media traffic into qualified leads.
Gave the team tools to expand reach through webinars, PR, and podcasts.

See the results: