Service: Website Copy
Client:
Zestiny Wealth
Client: Zestiny Wealth™
Zestiny Wealth™ is a forward-thinking financial planning and investment management advisory firm serving clients locally in Colorado and throughout the US, with a specific segment in Texas. The company's goal is to help clients achieve financial security and freedom with personalized, comprehensive services. Led by Ally Ecklund, CFP® and CPWA®, Zestiny Wealth™ offers a refreshing approach to wealth management that blends expert guidance with a genuine zest for life.
With her new firm launching, Zestiny Wealth™ needed website copy that built trust from the start. The messaging had to capture the founder's tone—confident, friendly, and well-informed. It also needed to clearly convey the firm’s values and long-term vision. SEO was a key priority to support visibility and growth. The site also needed to encourage potential clients to book a call. This would help them take the next step in their financial journey and feel good doin' it. In simple terms, she needed this business to pop off.
the need
THE RESULTS
Since launching her site, Zestiny Wealth™ has ERUPTED. They onboarded over 12 clients in the first 2 months. Plus, they have a strong pipeline of quality prospects still coming in. The copy did its job and then some. It spoke to the right people and built trust before the first conversation. One new client said it felt like she was "being spoken to directly throughout the entire site." A referral from another advisor—one of the hardest to get—was *especially* noteworthy. They credited the website and copy for their confidence in making the introduction. ARE YOU KIDDING ME?! The site has become a powerful first impression that reflects Zestiny’s voice and values, and it’s opening doors she hadn’t expected so early in launching.
