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Retirement Planning Clients via Facebook ads

Client Intro:

This financial advisor had been burnt by marketing contractors.

Safe to say trust was low at the beginning of our work together.

They had previously only sporadically getting leads of low quality and paying up to $200 a lead. 

The Challenge:

With a specialty in retirement planning the client wanted high quality leads at an ROI that made sense to him.

The account was very disorganised. Tracking had not been set up correctly meaning money was being wasted on underperforming ad sets.


The Results:

As you can see we got the average cost per lead down to $15.13.

We corrected some misalign ad copy and creative. Moved his ads onto Facebook leads form which Facebook is rewarding with lower traffic costs at the moment. 

We then offered a booked mechanism after the on Facebook lead capture to allow very engaged prospects to directly book a call with an advisor. 

The client is happy and now looking to automate nurturing of his new firing leads source. 

We Solve Real Problems

How Do You Want To Attract Clients?

Facebook Ads

Lead generation utilising the data power of Facebook and Instagram.

Local SEO

Get on the local radar and own local searches. Essential for long term growth.

Google Ads

Be on the top of the front page of Google for your ideal clients.

Google Maps

Get found on Google maps. "Financial planners near me" is how modern clients will find you.

Tik Tok Ads and Content

Huge growth and rapidly changing. Your clients are on TikTok now.

Content Writing

Quality American and Australian written content. Blogs, web pages and much more

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