Financial Advisory · Brazilians in the U.S.
PDI Advisory · Tulio Ribeiro · Financial Advisor

From a personal landing page to a financial-advisory brand.

We rebranded a one-page personal funnel into PDI Advisory — a credible firm — and built the acquisition engine behind it: paid media, webinars, lead capture and a weekly newsletter.

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Content views
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People reached
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Qualified leads generated
The client

A trusted name — without a firm behind it.

PDI Advisory is led by Tulio Ribeiro, a U.S.-registered financial advisor with 14 years in the American financial market, who has guided over 1,000 Brazilian families and more than $200M in assets.

The expertise was there. The brand, and the engine to turn reputation into a steady flow of new clients, were not.

Tulio had the credibility every advisor wants. But his digital presence sold one person and one favor — "book 30 minutes" — instead of a firm people could trust and refer at scale.

The challenge

A great pitch on a one-page funnel.

The old site was a single dark-green landing page built around one action: schedule a call with Tulio. It worked as a personal funnel, but it positioned a name, not a firm — and there was no repeatable system to attract new prospects or keep interested people warm.

  • A one-page personal funnel, not a firm brand
  • Growth tied to a single "book a call" action
  • No repeatable way to attract new prospects
  • No nurture — interested people went cold
PDI Advisory new website
Tulio Ribeiro old landing page
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Before After
Drag to reveal — personal landing ↔ PDI Advisory
The strategy

Turn a person into a firm — and feed it.

Two moves, one system. Rebuild the brand so it stands for a firm, not a founder — then build the acquisition engine that brings new families in every week and keeps them engaged.

Pillar 01

Rebrand to PDI Advisory

A clean, credible, multi-section site that positions a financial-advisory firm — not a single landing page.

Pillar 02

An acquisition engine

Paid media and webinars to attract, lead capture to convert, and a weekly newsletter to nurture every prospect.

Execution — what you see

From green personal page to a firm people trust.

We rebranded the whole presence as PDI Advisory — a calm, professional, white-space-driven identity with a real structure (Home, About, Services, Team, Contact) that reads as an established firm. Drag the before/after above to see the shift. Alongside it, we built a consistent social-media presence to keep the brand visible between campaigns.

Execution — what you don't

The acquisition funnel behind the brand.

Behind the new site runs a repeatable engine. Paid media drives attention, webinars turn that attention into engaged viewers, lead capture converts them, and a weekly newsletter keeps every prospect warm — so no interest goes cold.

828,858 421,621 1,600 Weekly CONTENT VIEWS REACH LEADS NEWSLETTER impressions people reached captured ongoing nurture
Attention in. Leads out. Nobody left cold.
The results

A brand — and a pipeline that fills itself.

Real, tracked numbers from the campaigns and the engine we built.

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Content views (Meta Ads impressions)
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People reached across the campaigns
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Qualified leads captured through the funnel
Weekly
Newsletter nurturing every new prospect

Have the reputation, but not the system?

We turn trusted experts into scalable brands — with the acquisition engine to match.

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