Go-To-Market Strategy / Product Marketing / Web Development / Graphic Design / Branding / Fractional Leadership
Michael Leslie Investments (MIL) hit a growth ceiling. Its brand message was diluted, marketing efforts were scattered, and its services weren’t clearly defined. MIL partnered with Mark In Marketing to rebuild its brand and go-to-market strategy from the ground up. By introducing a dual-brand structure, integrating a custom CRM, and launching an AI-powered retail acquisition model, MIL expanded its reach and increased high-ticket wealth management conversions.
After Mark In Marketing came on board, we returned to the fundamentals. We researched MIL’s target audiences, refined the brand positioning, and audited the website. From there, we developed new wireframes and a clear strategy, then reorganized the offering into two distinct brands. Each brand supported the other, but spoke directly to its own audience. With the strategy in place, we built the Investobot AI agent and rolled out the updated website, brand identity, and social media presence.
After launching the dual-brand strategy, the new go-to-market plan delivered immediate, measurable gains across every core performance metric.
Before working with Mark In Marketing, MIL’s digital presence was fragmented and shaped by inconsistent guidance from past consultants.Key challenges included:
Unclear service offerings and a diluted brand: Premium wealth management services were marketed alongside low-cost stock tips, which weakened the firm’s institutional credibility.
An inconsistent website and message: Disconnected blog content and unclear positioning created confusion and friction for prospective clients.
Weak lead conversion process: MIL lacked a reliable system to filter, qualify, and move retail subscribers into high-value Assets Under Management (AUM) clients.
Mark In Marketing went back to market research and target buyer personas, executing a complete structural overhaul. To maximize conversion velocity without compromising high-net-worth (HNW) positioning, the core offering was split into two distinct customer vectors:
Michael Leslie Investments (MIL): The premier, institutional wealth management firm targeting HNW individuals via private consultation and 1% AUM discretionary management.
Investobot (.ai): An accessible digital sub-brand designed for high-velocity retail acquisition, featuring a $7.99/week stock tips micro-subscription and an interactive AI conversational agent built on Michael's proprietary trading formulas.
Integrated GHL lead-scoring workflows continuously monitored Investobot interactions, automatically flagging high-engagement users and routing qualified leads to Michael for full-service AUM onboarding.
Stronger subscription conversion: Increased conversion rates for Investobot’s $7.99/week entry tier by 312% in the first 60 days.
More qualified AUM opportunities: Implemented automated lead-scoring that generated more than $4.2M in qualified AUM pipeline by identifying high-intent retail subscribers.
Lower acquisition costs: Cut Customer Acquisition Cost (CAC) by 45% by relying on targeted organic content and automated lead magnets instead of expensive paid channels.
Higher product engagement: Grew weekly active platform queries to 15,000+ interactions, positioning Investobot as a daily-use tool for retail growth investors.
Mark is highly skilled and adaptable, and I love working with him. Not only is Mark knowledgeable about modern marketing strategies, but he also provides you with ongoing personalized attention to meet your professional needs. I especially appreciate his honest, genuine, yet direct communication. His services are worth the investment, and I would highly recommend him.
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