RESULTS

STEVEN K.

FINANCE BROKER CASE STUDY: 219 LEADS IN 10 MONTHS

5.2M

Views Across
Social Media

270

Short-Form
Videos Created

219

Warm In-bound
Leads
Platforms Used:
Instagram logo icon
Instagram
Facebook logo icon
Facebook
Tik Tok Logo Icon
Tik Tok
LinkedIn Logo Icon
LinkedIn

Targets

1. Scale Steven’s personal brand through content and paid ads
2. Transform his brokerage into a lead-generating machine with a strong online presence
3. Build a library of clean, educational content that simplifies loans and positions Steven as the go-to expert
‍

Obstacles

1. Limited prior content or personal brand presence in the digital space
2. No consistent video, paid ads, or automated lead flow in place before the project started
3. Was spending hours creating content himself, but the lack of results led to inconsistency and frustration

Results

1. Scaled Steven’s personal brand to over 320K monthly views & growing
2. Launched an automated lead system combining content, paid ads, landing pages, & nurture funnels
3. spends less than 3 hours a month on marketing, with the system running in the background and attracting leads consistently

What's Next:

With the core system now running smoothly, we’ll focus on launching Steven’s YouTube channel and podcast to expand his reach. The next phase will double down on personal brand building, aiming to position him as one of the most recognisable finance experts in Australia.

Strategy #1

Content Machine System

We built a scalable content machine that produced daily short-form videos designed to educate, engage, and attract leads. This system allowed Steven to stay front of mind without lifting a finger, while consistently generating authority-building content.

Strategy #2

Lead Magnet & Demand Generation

We created valuable lead magnets that solved key pain points for Steven’s audience, building trust and authority upfront. By driving traffic to these offers through content and paid ads, we generated demand around his brand and attracted high-quality, ready-to-convert leads.

Strategy #3

Automated Lead Flow & Nurture

We connected his content and paid ads to high-converting landing pages and automated nurture funnels. This turned his brokerage into a self-sustaining lead-generating machine, freeing up Steven to focus on scaling his business, not chasing leads.
VIDEO SCRIPTS
SOCIAL MANAGEMENT
VIDEO EDITING
AD CREATIVE DESIGN
GOOGLE REVIEW SYSTEM
FULL-TIME TEAM
BLOG CONTENT
THUMBNAIL DESIGN
RETARGETING SETUP
BRAND KITS
OFFER STACK
CASE STUDIES
STRATEGY
VIDEO SCRIPTS
SOCIAL MANAGEMENT
VIDEO EDITING
AD CREATIVE DESIGN
GOOGLE REVIEW SYSTEM
FULL-TIME TEAM
BLOG CONTENT
THUMBNAIL DESIGN
RETARGETING SETUP
BRAND KITS
OFFER STACK
CASE STUDIES
STRATEGY
CAPTION BUILDING
PROFILE OPTIMISATION
BACK-END AUTOMATIONS
OFFER OPTIMISATION
AUTOMATED FOLLOW-UP
PIXEL INSTALLATION
UPSELL PAGES
CLIENT WORKFLOWS
GROWTH
BRAND POSITIONING
CONTENT CALENDAR
AD ACCOUNT SETUP
ZAPIER AUTOMATIONS
CAPTION BUILDING
PROFILE OPTIMISATION
BACK-END AUTOMATIONS
OFFER OPTIMISATION
AUTOMATED FOLLOW-UP
PIXEL INSTALLATION
UPSELL PAGES
CLIENT WORKFLOWS
GROWTH
BRAND POSITIONING
CONTENT CALENDAR
AD ACCOUNT SETUP
ZAPIER AUTOMATIONS
EMAIL NURTURING
AD SCRIPTS
LOCAL GOOGLE RANKING
FUNNEL BUILDING
LANDING PAGES
GROWTH REPORTING
SEO OPTIMISATION

LEAD MAGNETS
SMS FOLLOW-UPS
BRAND ROADMAPS
COLD TRAFFIC NURTURE
SQUEEZE PAGES
VALUE LADDER
EMAIL NURTURING
AD SCRIPTS
LOCAL GOOGLE RANKING
FUNNEL BUILDING
LANDING PAGES
GROWTH REPORTING
SEO OPTIMISATION

LEAD MAGNETS
SMS FOLLOW-UPS
BRAND ROADMAPS
COLD TRAFFIC NURTURE
SQUEEZE PAGES
VALUE LADDER

START HERE

MAP OUT YOUR GROWTH
BEFORE YOU COMMIT
A Full Audit of Your Current Marketing Strategy
A Custom Plan to Scale Your Brand & Build an Audience
Insights Into What’s Working in The Industry Right Now
Actionable Recommendations You Can Use Immediately
Clarity on How to Structure Your Content, Ads, and Systems
Real Advice Tailored to Finance Brokers, Not Generic Agencies
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