(800) 430-6223
Wealth Manager Marketing
Firefly Wealth Management
Firefly Wealth Management from Certified Financial Planner Joshua Levine is dedicated to providing personalized financial planning and wealth management services—online or in-person.
The Challenge
Why Firefly Wealth Management Works with Boost Local
Joshua Levine of Firefly Wealth Management came to Boost Local looking to jumpstart his financial services firm in Ohio, and then continue grow his firm through performance-driven marketing.
The Plan
Boost Brand
Refine brand to reflect audience & core values
Improve Web Presence
Design new business website for SEO/CRO & optimize ads
Fill Schedules
Optimize business listings for GEO & drive more calls
Track Results
Unify marketing & sales data for accurate ROI
Our Work
- Clearly executed brand identity
- Designed & developed a modern, responsive website
- Optimized Google Business Profile
- Fully managed Google Ads account
- Connected CRM & business reporting
The Results
surge in web traffic
growth in new leads
boost in search visibility
increase in phone calls
You have been incredibly professional, easy to work with, and supportive of my efforts. Thank you all!
Real Results.
From real customers.
Where the tea is piping hot—and sweet as can be.
Contact Us.
And Get Your Free Marketing Plan!
Our team is ready to hear about your challenges, opportunities, and how you're looking to grow your business.
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