Confidential US wealth management firm· US wealth management· One quarter — June through September

Wealth management firm doubles its reach on 32% fewer posts

430

Impressions per post, up from 205 the quarter before

+41%

Total impressions (58,000 vs 41,000)

−32.5%

Posts published (135, down from 200)

+99

New connections on the founder's account

01

The Challenge

The client works with individuals and families on long-term financial planning — a small client base, high-value relationships, and a long sales cycle. The founder's personal LinkedIn account is the primary channel, because in this industry people hire a person, not a logo. The audience is small, senior, and slow to trust.

The previous agency posted often — around 200 posts in three months — and nothing much happened. The schedule was met and the reports looked fine on paper, but the content was not reaching the people it was written for. Volume had been mistaken for the goal.

02

Our Approach

We started with research, not writing. Three problems surfaced quickly:

  • The timing was wrong. Posts went out in the morning. The people this firm serves — senior, managing significant wealth — read LinkedIn in the evening and on Sundays.
  • The founder was invisible in his own feed. The posts carried none of his perspective. Nothing distinguished them from any other advisor's content.
  • The account stood for nothing. Posting across a wide spread of unrelated subjects meant the audience never knew what to expect, or what to come back for.
03

What We Did

Four changes, all downstream of the research:

  • A real audience profile — beyond demographics: what these people hold, what worries them, and what makes them hesitate before trusting an advisor.
  • A behavior-based schedule — posting when the audience actually reads, not when the generic best-practice guides say to.
  • Content pillars — a focused set of subjects the founder could speak to in a way nobody else could, so the account acquired a specific identity.
  • A two-thirds cut in posting volume — once the research was in, most of the old content simply wasn't needed.
04

Results

Measured against the previous quarter, run by the prior agency.

  • Posts published: 200 → 135
  • Impressions: 41,000 → 58,000
  • Impressions per post: 205 → 430
  • New connections: 98 → 99
  • Total audience: 1,279 → 1,378

These numbers were produced between mid-June and mid-September — the weakest quarter of the year for B2B marketing. Reach more than doubled per post while output fell by a third.

05

What We'd Do Differently

Posting more does not make an account more visible. Past a point it makes it ordinary. Reach comes from writing something a specific person wants to read, at the time they are reading, on subjects they associate with the author. That takes research, not volume.

If your reports look fine and nothing is happening, the schedule is probably being met while the audience is being missed.

"Mediasphere did exactly what others couldn't. Find the problem and work the solution. We had more with less."

— Founder, US wealth management firm

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