Acquire High-Net-Worth Clients

I run an introducing broker team and I’m ready to scale by bringing in a steady flow of retail traders to high-net-worth individuals. The immediate need is a results-oriented client-acquisition strategy built around social media marketing. Here’s what I’m looking for: • A clear, data-backed plan that pinpoints the right platforms and messaging to reach affluent prospects while respecting regulatory guidelines for financial services. • Creation of compelling, authority-building content (organic posts, short-form video, sponsored ads) that positions our brokerage as the firm of choice for sophisticated investors. • End-to-end campaign setup, tracking, and optimisation so we can see exactly how each touchpoint converts—from first impression to funded account. • Weekly performance reports with actionable insights; if something underperforms, I expect rapid A/B testing and iteration. Success will be measured by qualified leads booked for a discovery call and, onboarded with our broker . If you have a track record of acquiring affluent clients through social channels and can demonstrate clear ROI, let’s talk.

Project ID: 40452861