Case study: financial advisory
Financial advisory firm in Barueri: 79 inquiries in the first 90 days of a new website
An established investment advisory firm, whose partners were referred to PHN by another client, got a new website, SEO, and Google Ads. In its first 90 days, the account logged 845 sessions, 100 organic clicks, 64 WhatsApp clicks, and 15 forms.
- Google Partner
- Hostinger Partner
- Founded in Brazil, working remotely
In short
What happened in this case?
- Inquiries: 79 in the first 90 days (64 through WhatsApp and 15 forms).
- Organic search: 100 clicks and 5,338 impressions, on a domain that started from zero.
- Traffic: 845 sessions and 660 users in the quarter.
- What PHN did: a new website built to PHN’s standard, SEO with content under the partners’ names, and manually managed Google Ads.
A financial advisory firm in Barueri, in Greater São Paulo, Brazil, has been a PHN client since July 2026. With a new website, SEO, and Google Ads, the account recorded 79 inquiries, 100 organic clicks, 5,338 impressions, and 845 sessions in its first 90 days, according to Google Search Console and Google Analytics data pulled on October 27, 2026.
Context
Where did the firm start?
An investment advisory firm with experienced partners and a client base built on relationships, but no website of its own to explain the service to investors doing their research. The partners were referred to PHN by another client and wanted what referrals can’t provide: a measurable channel of their own that brings in the right investors, with the assets and profile to justify a meeting.
The market is regulated and crowded with large brokerages. The website had to position the firm by what sets it apart, with careful copy that stays within the industry’s marketing rules.
What PHN did
What did PHN do in this case?
A new website built to PHN’s standard
Pages by service and by investor profile, with a qualifying form and copy reviewed by the partners.
SEO with content under the partners’ names
A plan for pages and articles published under the partners’ names, structured data, and a Google Business Profile.
Hands-on Google Ads management
Search campaigns with a weekly review and measurement by qualified inquiry, in an ad account in the firm’s own name.
Measurement
WhatsApp clicks and form submissions tracked in Google Analytics from day one; a monthly report by channel.
The numbers
What do the numbers show?
Anonymous case study; the client’s name is withheld under a confidentiality agreement. This is a Brazilian company. Numbers pulled from Google Search Console and Google Analytics 4 in the client’s own account on October 27, 2026: the last 90 days against the previous 90, or against the same period in 2025. One account’s result does not carry over to another: every market has its own competition and its own pace.
Website inquiries
79
inquiries in the first 90 days
- 64 WhatsApp clicks
- 15 forms submitted
- 0 the quarter before (there was no website)
Organic search
100
organic clicks for a new domain
- 5,338 impressions on Google
- average position of 8.0
- 0 the quarter before
Website traffic
845
sessions in the quarter
- 660 users
- arriving through ads, search, and referrals
- a base for SEO to mature
How to read it
How should you read these numbers?
A new account: the numbers say more about the start of the curve than about its size. The 79 inquiries over the first 90 days show that the website and the campaigns already bring in people looking for financial advice; qualifying those inquiries is the work in progress, with adjustments to the form and the search terms. The 100 organic clicks, at an average position of 8, show the site getting into Google’s index.
What the numbers don’t tell you: how many inquiries became clients, or the average assets per client. That stays with the firm and goes into marketing consulting, which tracks the cost per meeting month by month.
Frequently asked questions
Questions about this case study
What kind of firm is this?
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Why does the comparison cover only 90 days?
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Are the inquiries qualified?
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Does this apply to any advisory firm?
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