Montgomery Taylor


Business Background
- IC: Ryan Kelly
- End Client: Montgomery Taylor
Montgomery Taylor Family of Companies encompasses Montgomery Taylor & Company, LLC and Montgomery Taylor, CPA. Montgomery Taylor founded the family of companies in his pursuit to provide the best-integrated financial planning, investment and tax services to his clients.
Market Competition
Competitors of the client include sites like thetaxadvisor and others with higher quality inbound links and longer site age.
Project Goal
The client’s site needed to rank higher in search engine results for their chosen keywords and they got in touch with us for digital marketing and a complete overhaul of their current web strategy. A full-spectrum SEO campaign was also required to ensure the ranking of the client’s site improved in record time.
The client’s site was optimized for the following keywords. When we started working on the campaign, the site had almost no rankings and now the site is on the top 10 positions for below keywords.
- Investment Manager Santa Rosa # 1
- Retirement Planner Santa Rosa # 1
- Retirement Planning Santa Rosa # 1
- Investment Service In Sonoma County # 1
- Investment Service In Santa Rosa # 3
- Retirement Advisors Santa Rosa # 3
- Investment Manager Sonoma County # 3
- Retirement Planner Sonoma County # 4
- Retirement Planner Northern California # 4
- Retirement Planning Northern California # 4
- Investment Broker In Sonoma County # 5
- Financial Advisors In Santa Rosa # 6
- Financial Planner In Sonoma County # 7
- Tax Accountant Santa Rosa # 9
- Investment Broker In Santa Rosa # 9
- Financial Planner In Santa Rosa # 9
- Retirement Planning Sonoma County # 9
- Retirement Advisors Sonoma County # 10
- Tax Accountant Sonoma County # 10
Tasks and Challenges
Following tasks were completed with challenges
- Conduct detailed keyword analysis for effective leads generation strategy.
- Create a content marketing strategy to reach new customers.
- Enhance the design of the website with SEO friendly elements.
- Improve crawl frequency by tweaking web design code.
- Create optimization campaign targeted at major search engines.
- Enhance the ROI of the business.
- Improve rankings for keywords related to the business.

Actions
The client’s website was optimized for the chosen keywords and content marketing was done with the focus to receive relevant back-links and search traffic for the chosen keywords.
Several other activities in the SEO plan included social media marketing, content distribution, link building, and much more.
Time Frame
The project was started in August 2018 for link building and content marketing campaign, which brought successful results & rankings to the client.
Results
As a result of the SEO activities carried out by our team, the ranking of the client’s website improved and the website also started to receive relevant traffic from the target groups desired by the client. Some data related to the same is as following: