The Professional Alliance serves tax accountants and other independent financial professionals who wish to expand their practices by offering a wider range of financial advice to their clients. 

In 2014, the company recognized an opportunity to grow its business through a digital marketing push, including display ads, retargeting, PPC, and a new website



Unlike their counterparts at large firms, independent financial professionals need a trusted partner for access to broker/dealer services, as well as guidance on compliance issues and other matters.

They need an advocate, advisor and ally, which we expressed in the tagline "The Alliance is Your Ally."  



We built and launched a modern, responsive website that included a customized pre-qualification tool designed to guide prospects through the conversion "funnel" and generate leads. 

We drove traffic to the site through targeted digital ads including display and PPC text, and measured results using Google Analytics. 

The campaign generated about 4 million targeted impressions and over 1000 clicks.  

For the 1st quarter of 2016, website traffic increased 263% compared to the year prior, and unique users were up 349%.


Lisa Mannix Design 

Lungfish Communications

Magna Technology