Colorado Financial Planning Company
The Problem at Bluebird Advisory
BlueBird Advisory is a boutique financial advisory and planning company serving clients in Boulder, Colorado. As a newer business in a highly competitive market, BlueBird Advisory faced the challenge of standing out against larger financial firms with established brands, bigger client bases, and stronger online visibility.
Although the Boulder area has a strong market of individuals and families seeking financial guidance, it was difficult for BlueBird Advisory to be found online among larger competitors. As a result, most new business came through referrals from friends, family, and the company’s existing client base. The website needed stronger visibility, clearer positioning, and a strategy to help BlueBird Advisory attract more qualified prospects through organic search.
Campaign Overview:
New Strategy
(New Messaging Strategy for a Target Audience).
👉 “Huge improvement in Google Rankings and Impressions.”
Strategic SEO Plan
(Focus on unique and highly valuable content marketing strategy.
👉 “5X increase in Organic Search Traffic.”
New Clients
(New messaging, site structure focusing on the ICP).
👉 “Led to new clients in 2026.
= More time to Ski. ”
What We Did at BlueBird Advisory
Audience & Messaging Strategy
BlueBird Advisory’s website needed to shift away from broad financial planning messaging and speak more directly to its ideal audience: older clients interested in Bitcoin, real estate investing, retirement planning, and post-retirement strategy. SpearPoint refined the positioning, updated the site messaging, and built a content calendar around these topics to help the brand attract more relevant organic traffic.
Strategic SEO, AEO, & CRO
We deepened BlueBird Advisory’s content strategy around high-intent topics for Google, ChatGPT, and other AI search platforms, including retirement planning, Bitcoin, real estate investing, and wealth strategy. We also strengthened domain trust through features and mentions across dozens of financial planning websites, helping the brand build credibility, improve organic visibility, and drive more targeted traffic.
Financial Advisor and Owner of
BlueBird Advisory
With SEO expertise at SpearPoint Marketing, I’ve been able to attract qualified leads and free myself from the burden of finding new clients. Jesse and his team have become a true partner in growing my investment advisory business.
What Improved at BlueBird
Brand Awareness and New Clients
10X+ increase in Organic Impressions and 5X Increase in Organic Traffic
Top Google Rankings for Bitcoin, REIT, Real Estate Investing, and Gold Investing topics
New Leads Generated Outside of Referral Channels
Record Month in New Clients in April 26’
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