Michael Leslie Investments LLC is a young investment firm with a stellar track record of success, backed by years of institutional knowledge and experience. They wanted a site that could not only court new actively managed investors, but also bring in small dollar retail investors seeking a source of knowledge and trading tips.
We built the site around Michael Leslie's core products, actively managed funds and retirement accounts, accounting for the growth we would generate through content.
In the first three months, Michael Leslie booked three new clients ($50k+ each in actively managed funds) as a direct result of our blog content.
Building trust was important for such a young firm. Using familiar styles, we told their story in a way that highlighted the collective institutional knowledge of the founders, while making space for people who were uninvested but looking to dip their toes in the water.
With this in mind, we created two tiers below active management — daily inbox stock tips, and a three video-calls per month plan at $8 and $190/month respectively.
We outlined individual services, educating potential investors as we went. With CTAs throughout, conversion was always top of mind in designing this site
