Case Study · Wealth Management

How a wealth management firm went from spotty marketing results to $14.9M in new client assets and a 9.2× surge in organic traffic.

Two years of integrated content, design & video where the juice was finally worth the squeeze.

Organic traffic growth Q3 2024 → Q1 2026 (1,701 → 15,653)
$0 New client assets won 11 new clients via the web
0 Organic leads generated Q3 2024 – Q1 2026
$0 Forward annual revenue From web-sourced clients
Meet the client

Built to grow.
One mission. One growth engine.

ARQ Wealth Advisors

Scottsdale, AZ · Engaged March 2024
arqwealth.com

A wealth management firm headquartered in Scottsdale, Arizona, offering comprehensive wealth planning to high-net-worth individuals and families nationwide. ARQ came to Hyperion in March 2024 after years of disappointing results from a previous marketing firm. The goal was simple: grow their wealth management clientele with marketing where, in their own words, “the juice is worth the squeeze.”

Content Strategy Website Redesign Video Production Digital PR Technical SEO
The challenge

A previous agency that over-promised and under-delivered.

When ARQ Wealth reached out to Hyperion Insights, they'd already been burned. A previous digital marketing firm produced results that were “spotty at best and diluted over time.” Long on hype, short on the new clients that actually move a wealth practice.

Hype Without the Returns
ARQ's prior agency talked a big game but the results were “spotty at best and diluted over time.” Like a lot of firms, they hyped their services and failed to deliver. As ARQ's leadership put it: “If we're spending a lot per month, I want the juice to be worth the squeeze.”
Thin Content the Right Clients Couldn't Find
The articles and pages on ARQ's site were generic and short, hard to discover in search and not especially useful once found. The high-net-worth prospects researching their options simply weren't reaching ARQ.
A Site That Didn't Signal Authority
The website didn't convey the professionalism and authority a high-net-worth client expects, and it looked like every other wealth firm. It did little to turn the visitors ARQ did get into actual leads.
The solution

An integrated growth engine, built for high-net-worth clients, not search bots.

Our approach used four reinforcing pillars: expert-written content prospects could actually use, a website redesign engineered to convert, studio-quality video that built trust, and earned media in the publications high-net-worth readers already follow. We started in March 2024, and the engine has compounded every quarter since.

Content Written by Experts

We teamed up with U.S.-based financial writers who genuinely love the craft, giving every piece a natural, human touch. Where ARQ's old content was generic and short, we built articles, webpages, videos, and PDF guides that are unique, genuinely useful, and easy to discover. Since launching the strategy in 2024, that content has attracted new, relevant visitors who become prospects, and established ARQ Wealth as an authority in wealth management to people and to Google alike.

A Website Redesigned to Convert

In 2024 we dramatically redesigned ARQ's website to turn visitors into leads, projecting the professionalism and authority a high-net-worth client expects. The result is modern, distinct from the cookie-cutter look of most wealth firms, and built to help ARQ stand out in a crowded field. Multiple leads who became clients cited the website itself as the reason they reached out to ARQ instead of a competitor.

Before
Generic and dated, indistinguishable from other wealth firms, and slow to convert the visitors it did attract.
After
Modern, authoritative, and distinct, engineered to build trust on arrival and turn interest into booked consultations.

Impactful Media Mentions

We earned placements in the publications high-net-worth readers and investors already trust, building domain authority, driving referral traffic, and putting ARQ in front of the right audience at the platform level.

Results

The numbers that actually matter.

Vanity metrics don't grow a wealth practice. We measure what prospects do after they land: the leads, the new clients, and the assets that actually move ARQ's bottom line.

0%
Organic traffic growth
Q3 2024 → Q1 2026
0×
Quarterly lead growth
From 44 (Q3 '24) to 211 (Q1 '26)
$0M
New client assets (AUM)
Across 11 new clients
Organic Growth

A compounding climb, quarter after quarter.

Since reporting began in Q3 2024, organic traffic climbed from 1,701 to 15,653 visits per quarter, while organic leads grew from 44 to 211, momentum that built every quarter rather than spiking and fading.

Organic Traffic by Quarter (visits)
Organic Leads by Quarter (783 total)
9.2× more organic visitors per quarter, from 1,701 in Q3 2024 to 15,653 in Q1 2026.
Client Acquisition

11 new clients. $14.9M in new assets.

Traffic alone doesn't grow a wealth firm. Clients and assets do. Through May 2026, ARQ has won 11 new clients directly from the web, totaling $14,900,876 in new assets under management at an average of $1.35M per client, translating to roughly $125,160 in forward annual revenue.

11
New Clients Won
Via the web, through May 2026
$14.9M
New Assets Under Management
Avg. $1.35M per client
$125K
Forward Annual Revenue
At 0.84 bps weighted fee

Finally, the juice is worth the squeeze. Hyperion delivered the kind of growth our previous agency only promised, and several of our newest clients told us the website is exactly why they chose to call us.

ARQ Wealth Advisors Leadership · Scottsdale, AZ
Why we're different

If you've been burned, we get it.

Most agencies sell the idea of SEO. We sell outcomes, and we're willing to be measured on them.

Subject-matter experts on every page

We pay U.S.-based financial writers who know wealth management. That's why our content actually ranks, converts, and reads like a trusted advisor wrote it, not a template.

We don't brag about vanity metrics

Impressions and rankings on keywords nobody searches? Not our reports. We open every monthly meeting with leads, new clients, and revenue: the things you actually care about.

We take the headache off your plate

Content, technical SEO, website design, video, reporting: all handled. You get your time back. We get you results.

We don't cost you money, we make it

If we do our job right, the revenue we generate more than pays for the retainer. This case study is the evidence. Ask for the numbers, and we'll show you.

Ready to see what we'd do for you?

Let's build something that pays for itself.

Tell us about your firm. We'll come back with a specific plan, not a pitch deck.