Heritage Wealth Retirement Planning Retirement Planning Case Study

Case study

How we helped a retirement planning firm generate more qualified leads.

Stronger Google Maps rankings, more organic discovery, and added visibility across Google and AI-driven search.

20.7 → 3.0 Average Google Maps position

701 Sessions

1.2K Views

50.6% Engagement rate

First organic lead From Google search

Client feedback

“First organic lead from Google! They searched for retirement planning and turned out to be a great client. Here we go!”

Heritage Wealth Retirement Planning Client feedback

Heritage Wealth Retirement Planning · Naperville, IL

Results you can see immediately.

20.7 → 3.0Google Maps avg. rank

701Sessions

1.2KViews

Google Maps ranking improvement

Before Google Maps ranking heatmap for Heritage Wealth Retirement Planning

After Google Maps ranking heatmap for Heritage Wealth Retirement Planning

BEFORE · 20.7 AFTER · 3.0

Google Local Pack

google.com/search · retirement planner in Naperville, Illinois

Google AI Mode

Google AI Mode · retirement planner in Naperville, Illinois

ChatGPT answer

ChatGPT · Who is the best retirement planner in Naperville, Illinois

Organic growth

One campaign, multiple proof points. Maps rankings, Local Pack visibility, Google AI Mode, ChatGPT answers, and measurable website growth.

Featured case study

Heritage Wealth Retirement Planning

Retirement Planning · Naperville, Illinois

Primary MarketNaperville, IL

Core FocusLocal SEO + Website SEO + AI Visibility

Main Search Themesretirement planner, financial advisor, wealth management

The challenge

Heritage Wealth needed stronger visibility in a competitive local market, with the goal of attracting more qualified retirement-planning leads from Google.

The strategy

We improved Google Business Profile performance, strengthened the website with better local and service relevance, improved technical SEO and conversion paths, and built stronger visibility across both traditional and AI-driven search surfaces.

The outcome

The campaign improved the average Google Maps position from 20.7 to 3.0, strengthened website performance, and helped the business appear across Google AI Mode, ChatGPT, and the local pack.

RESULT SNAPSHOT

20.7 → 3.0Average Google Maps position

701Sessions

1.2KViews

50.6%Engagement rate

First organic leadFrom Google search

Organic growth

The visibility gains translated into stronger website activity.

GA4 shows 701 sessions, 1.2K views, and a 50.6% engagement rate in the reporting period shown.

Google Analytics growth data for Heritage Wealth Retirement Planning

701Sessions

1.2KViews

50.6%Engagement rate

AI search visibility

Heritage Wealth is showing up where people ask for retirement planning recommendations.

Google AI ModeFeatured result

ChatGPTFeatured answer

Top 3Google Maps presence

5.0★Google review rating

Direct AI answers

Showing up where people ask for the best retirement planner.

Heritage Wealth appears in both Google AI Mode and ChatGPT for high-intent retirement-planning searches in Naperville.

Google AI Mode

ChatGPT

Google local pack visibility

Alongside the ranking improvement shown in the heatmap, Heritage Wealth is also appearing in the local pack for high-intent retirement-planning searches.

What this case shows

Strong local SEO can create growth beyond rankings alone.

Better local visibility creates opportunity

Improved Maps visibility helped Heritage Wealth become more discoverable for high-intent retirement-planning searches in its local market.

Website traffic supports lead generation

Sessions increased 206.5%, showing that the campaign expanded website discovery as well as Maps visibility.

AI search is becoming part of local discovery

Appearing inside Google AI Mode and ChatGPT adds another trust and discovery layer for people researching financial planning options.

Case study FAQ

How should you read these results?

Results vary by market, competition, starting position, website quality, and implementation scope. This case study shows what was achieved for Heritage Wealth, not a guarantee of identical outcomes.

Discuss Your Market

Are these real client screenshots?+

Yes. The heatmaps, analytics, Google Local Pack, Google AI Mode, and ChatGPT screenshots shown on this page come from the actual Heritage Wealth campaign.

What was the strongest measurable result?+

Average Google Maps position improved from 12.3 to 1.5, while Sessions increased by 206.5% in the analytics view shown.

Do you guarantee the same results?+

No. Search performance depends on competition, geography, starting position, website strength, profile history, and many other factors. We focus on measurable execution and continuous improvement rather than guarantees.

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