ML&R Wealth Management

Learn about our client’s success, a wealth planning firm serving women and non-profits in Austin, Texas, since 1997. We delivered SEO Content Strategy and Local SEO services. Note: Creative Planning has acquired ML&R Wealth Management as of April 1, 2024



An Agency Collaboration With

Creative Pickle

Goals of the SEO Engagement

Enhance the local prominence of the financial advisor landing page and overall visibility in both Local and National SEO.

“Danielle demonstrated an unparalleled depth of knowledge in digital marketing strategy that was impressive and reassuring. She understood our vision and brought innovative ideas that significantly enhanced the project’s direction. The attention to detail in the design and implementation phases was exceptional. Moreover, her expertise in SEO content creation has been a game-changer for us. Through her strategic approach, our visibility in search engines has dramatically increased, leading to a noticeable uptick in traffic and engagement on our site. Danielle’s communication and project management skills were truly top-notch. She kept us informed at every stage, providing updates and insights and asking for feedback, making us feel involved and valued throughout the process. In conclusion, Danielle’s work has been instrumental in transforming our online presence. Her dedication, expertise, and innovative approach have not only met but exceeded our expectations. We highly recommend Danielle and the damolade team to any business looking to elevate their SEO content. Their professionalism, quality of work, and results-driven approach, coupled with their mastery of project management platforms, are exceptional.”

Sarah Wasaff
Chief Operating Officer & Chief Compliance Officer

What We Did

• Optimization of primary landing pages

• Creation and optimization of new blog posts

• Optimization of Google My Business Profile

• Initiation of a local link-building campaign to establish citations

• Optimizing editorial strategy

• Optimized UX for more conversions Newsletter signups & File Downloads)


• 35% Increase in Organic Traffic to their site in the past 12 months

• Increased Clicks to their site from Search Results by 93%

• Increased Calls to their office from GMB Profiles by 25%

• Moved their “financial advisor” keywords from Page 5 to Page 1

Goal: Increase Organic Traffic

When we first benchmarked their site data at the end of 2021, they had around 5K users from organic search. Over the next 12 months, they grew to 6.9K users. That’s a 35% increase in overall organic traffic.

Goal: Increase Keywords, Visibility & Conversions from Local Search

We increased the number of times users have clicked on their website’s URLs from the search results to their site by 93% in the last three months, year over year.

We increased Calls from their Google My Business Profile by 25%.

google my business profile optimization for wealth management

We elevated the “financial advisor Austin” page ranking from its initial position of 5 to 2, eventually securing a place on the first page for relevant terms like “financial advisor Austin” within 12 months. The firm has been purchased and is not doing SEO at this time. Their rankings over the last 60 days have begun to decline.

January 2022

keyword position for financial advisors austin

February 2024

financial advisor seo austin

Year Over Year Results


Increase in New Users from Organic Traffic


More Calls from Google My Business Profile

From Page 5 to Page 1

On Google Ranking Results

Let’s build your audience.

Request a Consult | Contact Us