Retirement PlanningRetire Smart Omaha
A Complete Marketing Reset: How One Advisor Turned Chaos Into Measurable Growth
1The Challenge
Retire Smart Omaha was doing a lot of marketing, podcasts, seminars, ads, newsletters, referrals, but couldn't answer the questions that actually matter: Which channels were driving real clients? What was the true cost to acquire a client? Where were leads stalling or falling through the cracks? Tracking was manual, reporting was fragmented, and decisions were based on assumptions instead of data.
2The Solution
We started with a Marketing Mapping Day to map the entire marketing ecosystem, uncovering gaps and blind spots. Then we rebuilt the tracking foundation with unified infrastructure so every lead source was clearly tagged and engagement tied to outcomes. Finally, we implemented advanced automation to re-engage dormant leads, trigger alerts for high-intent prospects, and eliminate repetitive manual tasks.
3The Results
7,000+
Leads Fully Tracked
230+
Leads Re-engaged Monthly
100%
Visibility First Touch to Close
"Advisor Guide didn't just set up tools, they helped us finally understand our marketing. We now know what's working, what isn't, and how to make decisions based on real data instead of assumptions."
Lyndsay Stednitz
Director of Operations