Accessibility Tools

Local Marketing That Gets Financial Services More Opportunities, More Wins & Higher Retention

Transform your marketing results with secure, compliant strategies that help you dominate locally and grow confidently….

$575M+

Documented Opportunities Generated

1250+

Clients Served Since 2001

Who We Serve

  • Independent Insurance Agencies, MGAs
  • Financial Advisors, Wealth Managers
  • Accountants, CPAs, Bookkeepers
How liftDEMAND Helps Firms Market Wisely™
All liftDEMAND custom website designs are protected by a lifetime guarantee for as long as you remain a client. You may use available assisted support credits to have us update/alter your website design.
liftDEMAND guarantees that it only works with one client of each financial services discipline we serve within a given zip-code.
C.A.R.E. is what liftDEMAND is all about: Creative, Attentive, Results-Driven, Exceptional. All we strive to accomplish emanates from this philosophy.
We will strive to ensure you are happy with the work we are accomplishing for you. If you aren't happy with our services we will do all we reasonably can to make you happy.

Get the FREE Playbook

(Insurance Version Shown)

Grow Smarter, Not Harder

  • Independent financial services like insurance agencies are leaking 20–30% of potential leads because to Google and AI, they all look the same.
  • If your firm doesn’t project authority, you won’t get recommended by search engines, AI tools, or prospects. That’s why our founder wrote the Growth Hacking Playbook: it shows you how to be the Leading Advisor in your market, with visibility, conversion, and growth strategies designed for financial services like insurance.
  • It’s free, actionable, and will give you an edge.

You’re Growth-Minded. We’re Built for That

We work with growth-focused local Accountants and CPAs,  Bookkeepers, Financial Advisors and Wealth Managers, Independent Insurance Agencies and MGAs ready to stand out.

liftDEMAND is awesome. John there knows his stuff (as a digital marketing expert) and makes marketing clear it in a non geeky way. I highly recommend them.
S. Shoultz

liftDEMAND has been a huge asset to me over the past eight years. They are a great business partner to work with regarding our agency’s web presence. I’ve learned so much from working with John there. I can always count on him to have an honest and accurate answer to any of my inquiries. His level of knowledge is very advance and his passion for what he does is strong.
P. Handy

liftDEMAND is our marketing technology business partner with innovative web design and web-hosting. Their expertise in digital marketing and customer experience has greatly enhanced our online presence.
F. Devinney

The Measurable Impact of liftDEMAND

When we partner together, your marketing becomes smarter, more predictable, and easier to manage.

Your business grows faster, more profitably, and with less stress:

%

Boost in Client Engagement

Encourage significantly higher engagement

By employing liftDEMAND’s specialized social media management, personalized content distribution, and active online presence strategies, growth-minded professionals can achieve significantly higher client engagement. These tailored interactions not only keep communication channels open and relevant but also establish trust, building a meaningful rapport that encourages deeper client relationships.

✅Methodology: This estimate is based on an analysis of digital engagement trends within the financial services industry, supported by case studies indicating marked increases in client engagement through targeted social media and content strategies. liftDEMAND’s impact was measured against industry data showing typical results of increased engagement from personalized content and social media strategies.

%

Increase in Client Acquisition

Attract more qualified "ideal client" oportunities

Through robust local SEO, hyperlocal targeting, and optimized Google My Business (GMB) profiles, liftDEMAND helps local service businesses increase their visibility among targeted potential clients. By streamlining visibility, online search relevance, and lead nurturing strategies, liftDEMAND’s methods attract qualified oportunities actively seeking specific financial services, yielding a projected 40% increase in client acquisition.

✅Methodology: This projection combines market data on client acquisition from localized SEO efforts and liftDEMAND’s documented success in improving client visibility. Local SEO, citation management, and GMB optimization directly correlate with increased client acquisition, as substantiated by industry benchmarks in online client acquisition.

%

Improvement in Conversion Rates

Start converting more prospects to clients

liftDEMAND’s expert use of reputation management, social proof, and strategic digital messaging creates a trustworthy and authoritative brand image, increasing the likelihood of prospects choosing to work with your firm. “First to contact” lead nurturing turbo-charges the results. The boost in positive client perception translates to a 30% increase in conversion rates, as potential clients gain confidence in the firm’s reliability and expertise.

✅Methodology: Drawing from industry data on conversion rates tied to reputation and trust-building strategies, this estimate incorporates liftDEMAND’s success in boosting clients’ online reputations and converting interest into commitments. Industry standards show that effective review management and social proof can drive substantial conversion improvements.

%

Enhancement in Online Reputation

More reviews of a better quality equal more revenue

With proactive review management, automated feedback collection, and the integration of positive client experiences into digital channels, liftDEMAND strengthens a firm’s online reputation. Clients using liftDEMAND’s approach have seen a projected 45% improvement in their online reputation, driven by continuous, authentic feedback and consistent, positive engagement with clients.

Important: For a company with $1,000,000 in revenue a 1/2 star improvement in reputation can yield an extra $50,000 to $100,000 in revenue according to a Harvard study.

✅Methodology: This percentage is derived from research into the effects of proactive reputation management in service sectors, combined with liftDEMAND’s impact metrics on client perception. Online reputation has a documented influence on client acquisition, making liftDEMAND’s approach highly effective in improving client trust and engagement.

%

Boost in Local Search Visibility

Greater search visibility equals more revenue

By implementing liftDEMAND’s finely tuned local SEO strategies, which include consistent citation management and hyperlocal content, firms achieve a notable increase in local search visibility. This heightened presence enhances organic traffic, both to websites and physical locations, leading to increased client acquisition and visibility growth of up to 55%.

IMPORTANT: Showing up in search engine results pages (SERPs) in top 10 positioning for high-quality long-tail searches yields a significant increase in client acquisition. The exact increase depends on positioning with being #1 ideal. NO ONE CAN GUARANTEE TOP RANKING. ANYONE CLAIMING OTHERWISE SHOULD BE AVOIDED.

✅Methodology: This improvement estimate stems from industry studies on local SEO effectiveness, with additional insights drawn from liftDEMAND’s existing client success rates. The calculations reflect the unique advantage of liftDEMAND’s comprehensive citation and search optimization strategies tailored for financial services.

%

Increase in Positive Online Reviews

More positive reviews equal more chances to win clients

liftDEMAND’s systematic approach to gathering and responding to client reviews results in an influx of positive feedback, showcasing the firm’s commitment to client satisfaction. This 60% increase in positive reviews strengthens social proof, making the firm more appealing to new clients and significantly enhancing client trust.

✅Methodology: This estimate is grounded in digital marketing studies that analyze the impact of review management on client acquisition and retention. liftDEMAND’s review solicitation and response tools were benchmarked against industry norms, illustrating that effective review management yields a substantial rise in positive social proof.

Methodology

To generate the estimated percentage impacts for liftDEMAND’s “Perfect 10” solution, we analyzed independent market studies, industry benchmarks, and documented client outcomes. This analysis focused on digital engagement, client acquisition, and conversion performance. Data points were cross-referenced with scenario-based studies to ensure realistic and achievable benchmarks. These estimates are grounded in liftDEMAND’s comprehensive strategy, including reputation management, local SEO services, and client engagement, offering a reliable performance framework for prospective clients.

Disclaimer

Actual results may vary based on each client’s level of implementation and alignment with recommended strategies. While liftDEMAND provides the tools and expertise necessary for success, achieving these outcomes requires active client participation and follow-through.

Unlock Lasting Growth and Market Leadership with liftDEMAND

Discover the measurable impact liftDEMAND can make for your local professional services brand. Boost engagement. Increase opportunities. Solidify trust. Each improvement helps to deliver sustained success.

How Financial Services Like Yours Win in Today’s Competitive Digital Landscape: liftDEMAND’s Perfect 10 Solution

Today’s consumers and business owners alike expect more than a good-looking logo or a single-channel experience. They expect to see you everywhere they are researching during their buying decision process. liftDEMAND helps you become the ultimate choice in town by offering a comprehensive digital marketing solution that gets you seen everywhere. We handle everything from website optimization and SEO to social media and reputation management, so you can focus on delivering exceptional results.

Whether you’re in accounting, bookkeeping, financial advising, or insurance, each feature is backed by advanced security, compliance, and AI-driven tools—helping you reduce costs, accelerate growth, and build long-term client trust.

DEMANDplan Integrated Marketing Plan

Your growth starts with a real plan instead of random marketing activity. The DEMANDplan gives you a clear, phased digital marketing strategy tailored to your business goals. It brings all your marketing efforts together—from local outreach to full-funnel campaigns—so your local marketing strategy finally has direction and purpose.
DEMANDplan Benefits
Benefit: You’ll know exactly what to do next—and why it works. With a clear, focused marketing strategy, you’ll move faster, spend smarter, and finally see digital marketing services deliver what they promised.

Challenges Addressed: Most small businesses run on disconnected marketing services, uncoordinated campaigns, and guesswork. We replace that mess with a single, structured plan that aligns every marketing effort—online and offline—with results that move the needle.

Comply.Press Sales Funnel & Secure Forms

This is a strategic sales funnel built for conversion and fortified with enterprise-grade security. Powered by WordPress and our proprietary Comply.Press infrastructure, it’s designed for local financial firms that demand performance and true data protection. With our Lifetime Design Guarantee, your online presence evolves as you grow and remains secure & compliant.
Comply.Press Benefits
Benefit: It serves as a reliable, always-on marketing hub that builds trust, increases conversion rates, and helps your local business connect more effectively with with local clients—securely—from their very first interaction. Each visit is protected by advanced security measures that safeguard sensitive data, so you can concentrate on growth instead of risk.

Challenges Addressed: Many small service business sites fall short when it comes to turning interest into action—or protecting customer information. This solution addresses both with a professionally designed funnel experience, strong compliance-grade security infrastructure, and ongoing design updates that keep your digital presence working hard for you.

Search Engine Optimization (SEO)

The most successful firms appear where people search. Our local SEO strategy is built to put you there—and keep you there. As an ethical SEO agency, liftDEMAND focuses on sustainable growth that endures Google updates. We improve visibility, credibility, and reach across platforms. Through optimized content and AI-informed updates, we help your firm rise above.
Local SEO Benefits
Benefit: We help your business show up where it counts—on the maps, in the listings, and in front of people who are ready to act. It’s a smarter, more intentional way to help your potential clients find you first and choose you above others.

Challenges Addressed: If you’re buried in search or missing from local listings, you’re invisible to the people searching nearby. Our local SEO strategy fixes weak visibility, inconsistent directory data, and underperforming pages—so your business gets found, gets noticed, and gets chosen.

Marketing Automation

In sales, speed wins. Nearly half of prospects choose the first firm that responds. liftDEMAND’s automation connects instantly through personalized email marketing, SMS text messaging, voice broadcasts, and optional AI chat. Integrated calendar booking makes scheduling easy, ensuring all interactions feel fast, personal, and exactly how clients expect to communicate today.
Marketing Automation Benefits
Benefit: You stay top of mind and responsive even if you’re on the golf-course. Your potential and existing clients get fast, helpful answers plus the opportunity to directly book appointments with you—your business keeps building momentum in the background.

Challenges Addressed: Manual follow-ups waste time and miss opportunities. We automate the response process so you can concentrate on service, instead of chasing conversations. Your message gets out quickly, clearly, and consistently—on the channels your audience actually uses.

Digital Online Presence

Your online presence should make your firm easy to find and effortless to trust. liftDEMAND manages your brand across major platforms, optimizing Google Business Profiles, citations, listings, and links to strengthen credibility and local rankings. We ensure your business shows up consistently and confidently wherever your ideal clients are searching.
Digital Online Benefits
Benefit: From your GBP (Google Business Profile) to third-party directories, your business shows up looking credible, complete, and connected. It’s also a critical element to aid in increasing your search engine ranking power. That’s how you build real brand visibility—and get chosen before competitors even get noticed.

Challenges Addressed: Inconsistent listings, outdated information, and brand confusion hold back your growth. We fix that by aligning all your company’s profiles, cleaning up your digital footprint, strengthening your online presence, and executing a local digital marketing plan that earns trust, visibility, and results.

Reputation Management

Your reputation is your most powerful marketing asset—and your most fragile. liftDEMAND helps you build and protect a 5-star reputation through automated review campaigns that catch issues early and highlight what clients love. Real-time monitoring, AI-assisted replies, and smart social sharing amplify your best feedback, boosting visibility, credibility, and trust in your market.
Reputation Management Benefits
Benefit: A steady stream of positive, timely reviews strengthens your credibility and builds meaningful brand awareness. Potential clients see proof that reinforces the promises your brand makes. This also has an outsized benefit for SEO by increasing your ranking power. (73% of potential consumers only trust reviews that have happened in the last 30 days.)

Challenges Addressed: Inconsistent reviews, slow responses, and outdated feedback weaken your reputation and stall growth. We fix that by creating a system of social proof that works continuously to gather recent reviews, reinforce trust, and make your business the clear choice in your market.

Social Media Management

Your local target audience doesn’t wants to feel connected. We manage your brand’s voice across major social media platforms, including Facebook, Instagram, LinkedIn, X (formerly Twitter), and your Google Business Profile. Our system runs on AI-enhanced timing, so your posts show up when your audience is actually paying attention with content that supports your local credibility.
Social Media Management Benefits
Benefit: You stay visible and relevant in the feeds your prospects and clients scroll daily. Stronger social media marketing keeps your brand part of the conversation—familiar, engaging, and always present in your local community.

Challenges Addressed: Most small businesses struggle to post consistently—or meaningfully. We remove the pressure of constant content creation and ensure your social media posts are sharp, timely, and always working to build relationships in your local audience.

Brand Broadcasting Management

Sometimes clients just need a gentle nudge. Brand Broadcasting is how we keep your audience in the loop with smart content: newsletter marketing, blog amplification, and timely browser notifications. We deliver insight-packed updates through strategic social content distribution. This system supports your broader content marketing plan and helps you stay visible.
Brand Broadcasting Benefits
Benefit: You build steady brand awareness without chasing the algorithm. Each touchpoint reinforces your expertise, keeping your business front-of-mind in a way that feels personal—not pushy.

Challenges Addressed: Most businesses go quiet between sales. We solve that by giving you a consistent rhythm of content that informs, reminds, and resonates—automatically delivered across every platform your clients already trust

Ad Management

Winning ads deliver the right message, at the right time, in the right place. liftDEMAND designs ad campaigns with a clear strategy, proven platforms, and data-driven precision to maximize ROI. Our ad management combines geo-fencing, retargeting, and display campaigns to reach high-value prospects. We monitor with AI optimization to ensure every dollar works harder.
Ad Management Benefits
Benefit: You’ll stop wasting money and start gaining momentum. Your ads reach the people most likely to act—at just the right moment—so you get more visibility, more clicks, and more calls without overspending.

Challenges Addressed: Too many businesses lose money on local advertising and Google advertising that’s poorly targeted or poorly managed. We fix that with intelligent retargeting, strategic geo-fencing, and continuous optimization—so every campaign works harder and smarter for your business.

Video Production and Management

Strategically designed videos give your brand a face, a voice, and a message that sticks. From authority-building videos and reputational videos, to persuasive sales videos and scroll-stopping social media ads, we craft content that connects. Every piece showcases your expertise and is uploaded to platforms like YouTube using search-optimized titles, tags, and descriptions.
Video Production and Management Benefits
Benefit: You come across as the go-to expert—trusted, polished, and easy to find. Your videos build credibility and visibility at the same time, supporting both your brand reputation and SEO.

Challenges Addressed: Most service businesses struggle to create video content that actually performs. We handle it all—from concept to search-ready upload—so your brand gets seen, heard, and remembered for the right reasons.

Experience the Perfect 10: Your Blueprint for Powerful, Strategic Growth

Unlock the full potential of your brand with liftDEMAND's 'Perfect 10' – a seamless suite of scalable solutions crafted to drive measurable results, strengthen client trust, and amplify your market presence. Each feature is designed to tap into customer behavior with your business growth in mind.

liftDEMAND’s Unique Capabilities & Strategic Advantages

Accelerating Your Market Leadership with Proven, Client-Centered Strategies

The liftDEMAND Perfect 10 Growth Engine is built on proven, client-centered strategies. We emphasize exclusivity, ethical practices, and advanced technology for Accountants, Advisors, and Insurance Professionals—creating a partnership designed for your success.

All liftDEMAND custom website designs are protected by a lifetime guarantee for as long as you remain a client. You may use available assisted support credits to have us update/alter your website design.

Lifetime Design Guarantee

Websites that Evolve with Your Brand…
As your brand develops, your website should grow with it—without extra surprise costs.
Our Lifetime Design Guarantee means we’ll keep your design fresh, aligned, and on-brand for as long as you’re our client. Logo changes? Homepage layout tweaks? New visuals? Covered. You focus on building your business—we’ll make sure your site always reflects where you’re headed, not where you started.
liftDEMAND guarantees that it only works with one client of each financial services discipline we serve within a given zip-code.

Strategic Market Guarantee

It’s Your Zip Code. We Back You All The Way…
Your business deserves your marketing agency's full attention—and that’s exactly what you get.
We work with only one client per specialty in each ZIP code, so every strategy, insight, and campaign we deliver is designed to give you the edge in your local market. With our Strategic Market Guarantee You get priority access to our best thinking, full strategic attention, and a commitment to helping your brand lead where it matters most.
C.A.R.E. is what liftDEMAND is all about: Creative, Attentive, Results-Driven, Exceptional. All we strive to accomplish emanates from this philosophy.

C.A.R.E. Framework

Client-First. Values-Led. Built to Deliver…
We built liftDEMAND on a simple promise: treat every client the way we’d want to be treated...
… Creatively, attentively, and with a relentless focus on results. The C.A.R.E. Framework isn’t a slogan. It’s how we show up every day.

Creative – We design smart, striking marketing that cuts through the noise—across social, video, content, and ads.
Attentive – We listen closely, move quickly, and protect your brand voice like it’s our own.
Results-Driven – With over $550M in client wins, we don’t guess. We measure, improve, and deliver.
Exceptional – You’ll always know where we stand, what we’re working on, and how it’s moving your business forward.

Because when you combine creativity with care, results follow.

We will strive to ensure you are happy with the work we are accomplishing for you. If you aren't happy with our services we will do all we reasonably can to make you happy.

Client Happiness Guarantee

Because Your Satisfaction Drives All We Do…
We believe great service means delivering an experience you feel proud to be part of.
Our 100% Happiness Guarantee reflects that belief. From strategy to execution, we are committed to working collaboratively, listening carefully, and delivering work that aligns with your goals, preferences, and vision for success.

You guide the direction—we bring it to life. Whether it’s about visual style, brand voice, or performance, your feedback shapes the outcome. We stay responsive, flexible, and fully engaged in making sure you feel confident and satisfied with each aspect of your experience with liftDEMAND.

liftDEMAND: Your Key to Future Success:

Stand out where it counts. Our exclusive capabilities and strategic advantages are crafted to give local services an undeniable edge in today’s competitive landscape. From market exclusivity to AI-driven precision, liftDEMAND equips you with tools that are designed to elevate your brand’s authority and drive real, sustainable growth.

What’s Really Holding You Back?
These Answers Might Surprise You

Most firms aren’t failing because they’re doing nothing—they’re stuck doing too many different things without a plan that actually works. At liftDEMAND, we’ve seen the patterns: disjointed marketing, rising costs, wasted time, and missed opportunities. This FAQ cuts straight to the heart of those struggles—and shows how our “Perfect 10” Growth Engine is built to turn your biggest headaches into real, lasting wins. If growth feels harder than it should, these answers are for you.

How Does Your Current Online Marketing Compare with liftDEMAND’s “Perfect 10”?

35% Of Owners and Executives of local Accountants and CPAs,  Bookkeepers, Financial Advisors and Wealth Managers, Independent Insurance Agencies and MGAs feel they are missing the mark with their digital marketing efforts and online visibility…

How does this compare with how you feel about your marketing?

%

Highly Dissatisfied With Existing Online Marketing Strategy and Presence

Many owners of local professional services describe having some or all of these five emotions about their current online marketing. How many do you share?:

Frustration

Why isn’t online marketing what we were promised?

Confusion

The jargon feels like a foreign language!

Fear

It’s not working! How do we stop competitors from beating us with it?

Dissonance

I’m being told to do things that feel wrong for my brand/market!

Isolation

I’m made to feel as if I’m an out-of-touch dinosaur if I question the value of my current online marketing efforts!
 

liftDEMAND is all about delivering solutions that work. Clear up all your frustration, confusion, fear, dissonance, and isolation by leveraging liftDEMAND’s “Perfect 10” growth engine for local services.

Turn Business Challenges into Opportunities: Overcome Barriers to Growth

Each hurdle your business faces holds the potential for growth. With liftDEMAND, transform common pain points—like high costs, inconsistent methods, and limited reach—into powerful advantages. Discover how our solutions align with your needs, streamline your strategy, and empower your success.

Ready for liftDEMAND?

We can help you capture more profits!

Connect with the liftDEMAND team about a building a complete Perfect 10 profit generating engine for YOU.

We Proudly Serve All of The United States

We help local service firms grow across major U.S. regions, including the Greater Los Angeles area, the San Francisco Bay Area, Portland Metro, the Seattle Metro, and beyond—delivering tailored strategies that meet the unique needs of each local market.