Private Wealth Management Firm Grows Site Traffic by 77%
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77%
Increase in site traffic
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37%
Increase in organic impressions
“SmartSites has been great! They have always approached us with patience and helpful solutions.”
About Greenberg & Rapp Financial Group
Greenberg & Rapp Financial Group, Inc. is an independent private wealth management and financial advisory firm founded in 1994 and headquartered in Morristown, New Jersey, with additional offices in Seattle, West Palm Beach, and Fort Lauderdale. The firm takes a holistic, institution-grade approach for individuals and families, business owners, and family offices, providing investment management, risk mitigation, intergenerational wealth strategies, estate and charitable planning, private placement life insurance, lending and cash management, and business and 401(k) services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and the firm is affiliated with Eagle Rock Wealth Management and Phylax Legacy Advisors.
Challenge
Greenberg & Rapp was launching a new private placement life insurance (PPLI) service for ultra-high-net-worth clients and wanted to be seen as a leader in that space, which meant building visibility for a niche topic from a small base. The firm was not working with an agency, had just hired a marketing director, and operated under strict FINRA and SEC advertising rules that shape every page and blog post. Its site also needed a stronger homepage, consistent keyword targeting, fixes for 404 errors and redirect issues, and reliable lead capture, all while a planned split into two brand domains raised the risk of short-term traffic dips. SmartSites set out to build PPLI authority through compliant content and grow qualified-client visibility across the firm's markets.
How we helped Greenberg & Rapp Financial Group.
SmartSites builds search authority for private wealth & financial advisory firms
SmartSites helped Greenberg & Rapp Financial Group reach more affluent individuals, business owners, and family offices researching private wealth and PPLI strategies.
- PPLI Content Program: Delivered monthly blog posts and an FAQ page focused on private placement life insurance, written to meet financial compliance requirements.
- Homepage Redesign: Wrote new homepage copy and designed new homepage sections to improve engagement and keyword focus.
- On-Page & Technical: Completed website audit fixes, rewrote titles, H1s, and meta descriptions, and resolved Search Console redirect errors.
- Lead Capture: Added a register-interest page, fixed a missing form, acquired trackable phone numbers, and built a dedicated page for AI assistants and search engines.
Nationwide
Best PPLI providers
Top PPLI insurance companies
Illustrative preview. A representative example, not a live search result.
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77%
Increase in site traffic
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37%
Increase in organic impressions
Marketing that brings in more clients.
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Miranda Daly
“SmartSites has been great! So helpful with my companies complex projects and. They have always approached us with patience and helpful solutions. Charlie M. is our Project Manager and he's been wonderful!”
