nVest Advisors - A Full-Stack Funnel Optimization for a Financial Investment Firm

How a Holistic Funnel Strategy Hit a 2.3 % Conversion Rate and Drove $50 k in New Revenue

Finance & Wealth Management | Full‑Funnel Revamp | 12‑Week Sprint

Project Overview

nVest Advisors helps everyday families achieve financial independence, yet its B2B and B2C campaigns were under‑performing. CEO Jeremy Torgenson asked me to step in as Marketing Team Lead, build a strategy from scratch, and turn ad spend into appointments. Over 12 weeks we rebuilt the funnel—research to wireframes to full-fledged landing pages — so nVest could convert browsers into booked calls.

Quick Facts

  • Role: Marketing Lead
  • Timeline: December 2022 – March 2023
  • Stack: Mailchimp, Microsoft Teams, Canva
  • Deliverables: Market research & personas, landing‑page design + copy, ad creatives & copy, CRO/SEO tweaks, analytics dashboard
Our company worked with Zane in 2024 in a series of ongoing marketing projects. Zane was professional, thorough, and very easy to work with remotely. We enjoyed our collaboration and wish him every success!
A professionally shot image of Jeremy Torgerson who's the founder of nVest Advisors (one of my clients)
Jeremy Torgerson Founder/CEO - nVest Advisors

Portfolio Gallery

Snapshot of teal background landing page that was created for a b2c campaign for my client, nVest Advisors
Snapshot of White Background Landing Page that was created for nVest Advisors
Snapshot of ad creative copywriting that I did for nVest Advisors
Landing Page Checklist

Ready to elevate your brand?

For Brands

Starting At $2500. You can customize the services you’d like.

  • Marketing Strategy
  • Copywriting
  • UX Design
  • Content Strategy
  • Brand Strategy
Get Started

Price Finalized After Discovery Call

For Creators

Starting At $2500. You can customize the services you’d like.

  • Full-Stack Funnel Build
  • Complete Setup in GHL/Systeme/ClickFunnels (or tool of your choice)
  • Content Strategy
  • Email Automation
Get Started

Price Finalized After Discovery Call

Custom Pricing

Depends on project size, deliverables, and client requirements.

  • Tailored Scope
  • Full-Stack Marketing Strategy Service
  • For longer-duration projects
  • Ideal for launching & scaling brands
Get Started

Price Finalized After Discovery Call

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