How Quest Capital Increased Their Qualified Leads With $500k+ In Investable Assets By 40%

Client
Quest Capital
Industry
Financial Services
Country
United States
Client Background

‍
Quest Capital & Risk Management, Inc. is a well-established financial services firm led by S. Joseph DiSalvo, ChFC®, with over 25 years of industry experience. The company focuses on building long-term client relationships and providing personalized investment and income strategies.

Challenges

‍
Prior to partnering with Eight Digit Media (EDM), Quest Capital faced several challenges:

  1. Inconsistent lead flow
  2. Poor quality of leads not meeting their Ideal Client Profile (ICP)
  3. Unfulfilled promises from previous marketing partners
  4. Technical issues with their digital marketing infrastructure
Solution

‍
Eight Digit Media began working with Quest Capital, implementing a comprehensive digital marketing strategy. The partnership focused on:

  • Optimizing lead generation efforts
  • Improving lead quality to match Quest Capital's ICP
  • Resolving technical issues in the digital marketing infrastructure
  • Implementing EDM's proprietary D.A.M. Start Targeting system
  • Introducing Smart Ad Copy to further refine targeting and improve lead quality
Methodology

‍
Data was collected from February 2023 to March 2024, including:

  • Lead demographics
  • Investable assets
  • PQFA (Prospect Quality Financial Assessment) scores

The analysis focused on leads with PQFA scores of 50 or higher and investable assets of $500,000 or more.

Results

‍
Quarterly Trend of High-Value Leads ($500,000+ in assets)

- Q1 2023: 24%
- Q2 2023: 28%
- Q3 2023: 30%
- Q4 2023: 32%
- Q1 2024: 34%

‍

Key Findings

‍

1. Substantial Year-over-Year Growth: The percentage of high-value leads increased by 41.67% from Q1 2023 to Q1 2024.

2. Steady Growth: Consistent quarter-over-quarter increase in the percentage of high-value leads from Q1 2023 to Q1 2024.
Year-over-Year Improvement:

Q1: 24% (2023) to 34% (2024) - 10 percentage point increase
Q2: 28% (2023) to 33% (2024) - 5 percentage point increase

3. Peak Performance: Q1 2024 saw the highest percentage (34%) of leads with $500,000+ in assets.

4. Effective Engagement: High correlation between webinar attendance and high-value lead identification.

5. Quality Scoring: PQFA scores of 50+ often corresponded with higher investable assets.

6. Income Diversity: High-value leads came from various income brackets, suggesting effective targeting across different financial profiles.

‍

Conclusion

‍

The partnership between Eight Digit Media and Quest Capital & Risk Management, Inc. has yielded significant improvements in lead quality and digital marketing effectiveness. While initial results were already impressive compared to Quest Capital's previous marketing efforts, the introduction of Smart Ad Copy as part of EDM's D.A.M. Start Targeting system demonstrated remarkable success, with a 41.67% year-over-year increase in high-value prospects from Q1 2023 to Q1 2024. This substantial growth, coupled with consistent quarter-over-quarter improvements, underscores the effectiveness of the multi-faceted approach combining educational content, community engagement, and sophisticated lead scoring.

"Prior to working with Eight Digit Media we were struggling with our digital marketing efforts, we had inconsistent results combined with a number of back end technical issues that we needed solved.

Immediately after deciding to use EDM we saw a dramatic increase in our results, and the back end technical issues that we were struggling with begin to fade away.

Today a year later after partnering with EDM, we are consistently driving people to our webinars, we have a steady flow of qualified prospects, and are closing new business.

Chris Ross and his team at EDM have been responsive and are willing to work with you to take their process and customize it to your unique needs. Bottom line if you're committed to digital marketing, you will find a good partner in EDM."
Joseph DiSalvo
Quest Capital & Risk Management
Are you ready for predictable and sustainable growth for your practice?
Schedule a free consultion with me today!
Book a call

We're ready to solv e your biggest marketing challenge.

Book a strategy call to see how D.A.M. Smart Targeting can help you reach your ideal clients.
View a case study
Book a free consultation
We are in the business of growing our clients’ fortunes (and ours, too) because marketing isn’t hard when you’re authentic.
AboutOur ProcessPricingBlogContact
© 2016-2026 Eight Digit Media
Disclaimer: This site is not part of the Facebook™ website or Meta Platforms, Inc. Additionally, this site is not endorsed by Facebook™ or Meta™ in any way. FACEBOOK™ is a trademark of Meta Platforms, Inc.

The performance results, testimonials, and case studies stated on this website represent specific client outcomes. These results are not typical. We are not implying you will duplicate them. The average person who purchases marketing services achieves varied results. We use these references for example purposes only. Your results will vary and depend on many factors including but not limited to your market, experience, service offering, and effort. All business entails risk as well as consistent effort and action.

Eight Digit Media provides marketing services only and does not provide financial, legal, or compliance advice. Clients are responsible for ensuring compliance with all applicable regulations governing their industry. © 2016-2026 Eight Digit Media. All Rights Reserved.