From High Costs to High Quality: Improving Financial Advisor Campaigns

Client Overview

• Industry: Financial Services (Financial Advisors)

• Background:
  This client partners with financial advisors and promotes them through white-labeled marketing campaigns. Without an in-house paid media team, they turned to us for support—particularly in running short-term Meta campaigns designed to promote webinars, guides, and in-person events for their advisor clients.

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The Challenge

The client faced challenges in their paid media campaigns, including:

• High cost per conversion (often $40–$50).

• Inconsistent campaign results with varying ROI.

• Lead quality concerns, as many leads did not match the target audience.

These issues created hesitancy among financial advisors to continue investing in paid media if the cost per lead was high and quality was not aligned with their business goals.

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Goals

The client wanted to:

• Lower cost per lead to improve ROI.

• Generate higher-quality leads aligned with financial advisor services.

• Build more consistent results across campaigns.

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The Solution

We provided end-to-end paid media campaign management on Meta Ads, focusing on:

• Refined Targeting: Honed in on retirees and individuals interested in wealth management.

• Location Targeting: Layered on geo-targeting for financial advisors serving specific regions.

• Age-Specific Targeting: Focused on audiences more likely to convert into advisor leads.

• Smart Ad Strategy: Crafted compliant ad copy and creatives that avoided Meta’s financial services restrictions while still appealing to the right audience.

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Our Approach

Instead of casting a wide net, we narrowed the audience to reach only the most relevant prospects. This balance of compliance, precision targeting, and strategic creative allowed us to both lower costs and improve lead quality.

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The Results

The changes delivered measurable improvements:

• 44% Decrease in Cost Per Conversion (from $40–$50 down to $25 average).

• Up to 75% Lower CPL on certain campaigns, with leads generated at just $10–$15.

• Higher Quality Leads: better audience targeting resulted in stronger, more relevant prospects for financial advisors.

• Consistent Campaign Performance, creating confidence for financial advisors to continue investing in paid media.

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Conclusion

Through audience refinement, geo-targeting, and compliance-focused creative, we helped this client dramatically lower cost per lead and improve lead quality for financial advisors. Campaigns that once struggled with ROI are now generating steady, high-quality results at a fraction of the original cost.