Cases
Real transformations. Measurable authority. Executive narratives engineered for lasting impact.
Featured Case Study
The Power of Repositioning
Renee Condylis
"Senior Financial Adviser"
Generic positioning. Invisible among thousands. No differentiation.
Renee Condylis
"Trusted Wealth Architect for Generations"
Premium positioning. HNW family specialist. Authority in intergenerational wealth.
1 week
To transform visibility
+21,161%
Impressions growth
Top 1%
Industry SSI ranking
5 leads
In first 24 hours
Senior Financial Adviser at Perpetual Limited
Founded in 1886, Perpetual Limited manages over A$220 billion in assets, serving institutional investors, family offices and private clients globally.
The Challenge
Renee came to us as a Senior Financial Adviser at one of Australia's oldest financial institutions. Despite her expertise and institutional backing, her digital presence told a different story - a generic LinkedIn profile that blended into thousands of similar advisers.
Problem 1
Generic "Senior Financial Adviser" positioning with no differentiation
Problem 2
Inconsistent narrative across platforms - Google results didn't reflect true expertise
Problem 3
No unified brand story connecting different online mentions
Before
Original LinkedIn profile: Standard "Senior Financial Adviser" positioning
The Transformation
We completely repositioned Renee from a generalist financial adviser to a "Trusted Wealth Architect for Generations" - targeting established families and business owners focused on intergenerational wealth preservation.
After
Transformed profile: Premium positioning with custom banner, strategic headline, and clear value proposition
Before
Renee Condylis
"Senior Financial Adviser"
Generic positioning, stock photo banner, no value proposition
After
Renee Condylis
"Trusted Wealth Architect for Generations | Perpetual"
Premium branded banner, strategic messaging, clear target audience
What We Delivered
Strategic Repositioning
Complete narrative pivot from generic adviser to "Wealth Architect" for HNW families
Premium Visual Identity
Full brand guidelines with institutional Navy/Gold palette and custom LinkedIn assets
Content Engine
6-month content strategy with 72 posts, infographics, articles and thought leadership
AI Visibility Optimization
Unified narrative across all platforms for consistent Google and AI search results
AI Visibility: Google Indexed in 5 Days
This is where narrative engineering becomes transformative. Within just 5 days of launching, Google began showing Renee's new AI-generated professional images and - most importantly - Google AI Mode now describes her with the new positioning.
The Critical Shift
FROM:
"Financial Adviser"
Generic positioning, invisible among thousands
TO:
"Trusted Wealth Architect for Multi-Generational Families"
Specialist in HNW families, intergenerational wealth, succession planning
Google Images - New Photos Indexed
New professional images appearing in Google search - "5 days ago" timestamp. No expensive photoshoot needed - AI-generated visuals that look completely natural.
Google AI Mode - New Narrative
Google AI now says: "specialises in wealth management for high-net-worth families... intergenerational wealth, succession planning, and family business dynamics."
"She acts as a 'Trusted Wealth Architect' for multi-generational families."
- Google AI Mode, March 2026
ChatGPT: Featured as THE Renee Condylis
The ultimate proof of narrative dominance: when users search "Renee Condylis" in ChatGPT, our Renee appears as the PRIMARY result with the large featured image - while other people named Renee Condylis appear as small thumbnails on the side.
ChatGPT search result: Our Renee's new AI-generated professional image dominates the results. In just 2 weeks, she became THE "Renee Condylis" that AI recognizes.
What ChatGPT Now Says About Renee
Field: Private wealth advisory / wealth management
Clients: Business owners, family enterprises, high-net-worth individuals
Core expertise: Succession planning, intergenerational wealth transfer, tax-efficient investment structures, capital gains tax (CGT) strategy
Context: "Her work focuses on one of the most significant financial events currently unfolding in Australia - the multi-trillion-dollar transfer of wealthfrom aging business owners to the next generation."
5 days
To Google indexing
2 weeks
To ChatGPT dominance
$0
Photoshoot cost
#1
AI search ranking
Timeline: 1 Month Build, 1 Week Results
Month 1
Complete brand transformation: new positioning, visual identity, 6-month content strategy, and automated lead generation system setup.
Week 1 (March 8)
Launched new profile and content strategy. Within 7 days, metrics increased by 3x compared to all previous performance.
Social Selling Index: Top 1% in Industry
Renee's Social Selling Index jumped to 59 out of 100, placing her in the top 1% of Financial Services professionals(industry average is just 31).
59
SSI Score
Top 1%
Industry Rank
Top 9%
Network Rank
25/25
Relationships Score
The Results
13,820
Impressions
+21,161% vs prior week
10,210
Profile Appearances
+3,101% vs prior week
1,456
Total Followers
+5.2% growth
111
Search Appearances
per week
Content Strategy Success
The data proves the power of strategic content - 96.8% of all profile appearances came from posts, demonstrating that consistent, high-value thought leadership is the key driver of visibility.
96.8%
From Posts
2.1%
Network Recommendations
1.1%
Search
Top Performing Content
7,687
impressions
IWD2026 thought leadership - 95 reactions
3,176
impressions
"Why wealth disappears" - 102 reactions
1,987
impressions
Newsletter launch post - 33 reactions
Inbound Content Strategy: From Search to Lead
Every piece of content is engineered for maximum reach and conversion. Our articles follow a proven inbound marketing framework: SEO-optimized keywords attract traffic from Google and AI search, network engagement spreads reach exponentially, and strategic lead magnets convert readers into qualified leads.
The Inbound Funnel
1. DISCOVERY
SEO Keywords
Google / ChatGPT traffic
2. AMPLIFICATION
Network Spread
1 like = all connections see
3. ENGAGEMENT
Value Content
Data-driven insights
4. CONVERSION
Lead Magnet
Calculator / Tool
5. CAPTURE
Consultation
Qualified lead
Featured Article: "$5.4 Trillion Question"
SEO-optimized for "Australian family business succession planning" - a high-intent search term that attracts exactly the right prospects.
Strategic Lead Magnet Integration
Each article ends with a valuable, relevant lead magnet that converts engaged readers into qualified leads:
CGT Calculator
Free tool = email capture
Book Consultation
Direct calendar booking
Topic Match
CGT article = CGT tool
Website with AI-Powered Calculator: The Conversion Engine
We built Renee a premium website with an AI-powered CGT Savings Calculator - the ultimate lead conversion tool. Prospects input their business details and instantly see potential tax savings of hundreds of thousands of dollars. After seeing "$440,000 in potential savings," booking a consultation becomes a no-brainer.
Condylis Advisory website with AI-powered CGT Savings Calculator
Input Parameters
- Business Value (AUD)
- Business Structure (Sole Trader, Company, Family Trust, Partnership, SMSF)
- Annual Turnover
- Years Owned
AI-Powered Output
- Estimated Tax Savings (e.g., $440,000)
- Current vs Restructured CGT Liability
- DIV 152 Small Business Concessions Eligibility
- 15-Year Exemption, 50% Active Asset Reduction options
The Conversion Psychology
A business owner sees their CGT liability drop from $640,000 to $200,000 - that's $440,000 in potential savings. At this point, NOT booking a consultation with Renee would feel like leaving money on the table. The calculator transforms cold traffic into warm, motivated leads ready to have a real conversation about their wealth structure.
Newsletter Launch: Instant Authority
Within 24 hours of launching her LinkedIn newsletter, Renee attracted 189 high-quality subscribers - including directors, general managers, and HNW advisors. The quality of engagement exceeded all expectations.
189
New Subscribers
in 7 days
70
Article Views
first article
1,925
Impressions
newsletter post
1,132
Members Reached
unique viewers
Premium Subscriber Quality
The caliber of subscribers speaks volumes - these are exactly the decision-makers and HNW professionals Renee wanted to reach:
Sample subscriber profiles:
- Eve Tusa - Governance | Stakeholder engagement | Environment Director, EJT Consulting
- Jayman Prestidge - Helps Private Business Owners & Families achieve their goals
- Scott Mingl - General Manager ANZ
- Jarrad Gray - Distribution Manager - KeyInvest
Industry Recognition
"Great newsletter, full of insights and the importance of succession planning... This topic is extremely important and needs lots of air time."
- Claire Styles, Founder of C Legal & Co (UHNW & HNW Succession Planning & Estate Planning)
Lead Generation: 5 Qualified Leads in 24 Hours
We implemented an automated lead generation system targeting partnership opportunities. The results were immediate and exceeded expectations.
5
Qualified Leads
First 24 hours
4
Offline Meetings
Scheduled Day 2
$600M
AUM Opportunity
Inbound inquiry
Inbound Inquiry
John Jannaway - Director @ Capstone | Property Recruitment Expert
"Hi Renee, I am running a role at Charter Hall as a lead for their capital relationships with HNW clients. This stands at approx 200 investors and $600m under management. Would you be interested in a call with me to discuss this?"
Raymond Tang Jr. (Relationship Manager at Mason Stevens) - warmed up through the newsletter and reached out for partnership discussion.
"The engagement has been super strong. I'm getting messages from exactly the type of clients I want to work with - established families who understand the value of long-term wealth structuring."
Renee Condylis
Senior Financial Adviser, Perpetual Limited
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