Potential Assets

Financial Advisor Unlocks $30M in Potential Assets

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Case Study 4 – Financial Advisor Unlocks $30M in Potential Assets

Facebook Ads Campaign | United States

Overview

This advertising campaign was executed for John, an independent financial advisor focused on retirement planning. The campaign leveraged Facebook lead-generation ads featuring an interactive Retirement Readiness Calculator to attract qualified prospects and create a predictable pipeline of high-value clients.

The objective was to move beyond seminars and lunch-and-learns, which had limited reach and poor conversion, and instead implement a scalable digital strategy to generate leads and uncover assets for management.

Client Snapshot

Industry: Financial Advisory / Retirement Planning

Business Size: Independent advisor with limited marketing resources

Location: United States

John provides personalized retirement strategies, helping clients understand their financial outlook and optimize income in retirement.

Campaign Objectives

The advisor established clear growth objectives:

  • Attract qualified leads nearing retirement

  • Generate actionable financial data for personalized follow-ups

  • Increase booked consultations and uncover assets for management

  • Build a repeatable lead generation system online

Media Strategy & Solution

A Facebook advertising strategy was designed to reach high-intent prospects approaching retirement while providing them with immediate value.

Campaign Objective

Facebook Lead Generation via Retirement Readiness Calculator

Audience Targeting Strategy

The campaign implemented precise demographic and financial-interest targeting:

Targeted Segments

  • Adults nearing retirement, segmented by:

    • Age

    • Income

    • Financial interests

This targeting ensured ads reached prospects actively considering retirement planning.

Ad Creative Strategy

The creative direction focused on interactivity, education, and personalized value.

Creative Types Used

  • Interactive Retirement Readiness Calculator to estimate retirement income

  • Personalized insights based on account balances and retirement goals

  • Emphasis on strategic, tailored retirement planning

  • Professional expertise as a trusted financial advisor

Funnel & Qualification Strategy

The campaign utilized a streamlined lead-to-consultation workflow:

  1. Facebook Ad

  2. Retirement Readiness Calculator Landing Page

  3. Lead Capture Form

  4. CRM Integration

  5. Personalized Follow-Up Outreach

  6. Consultation Booking

  7. Appointment Attendance

  8. Strategy Implementation

Automated follow-ups encouraged prospects to schedule consultations quickly, leveraging the financial data collected to personalize outreach and improve conversion rates.

Campaign Results

The campaign delivered strong outcomes in just one month.

Metric

Leads Generated

Cost Per Lead (CPL)

Campaign Duration

Business Outcome

Result

69

$14.49

1 Month

5 booked consultations, $30M in potential assets uncovered

Business Impact

  • Delivered a steady stream of qualified prospects

  • Allowed John to focus on high-value meetings instead of unproductive seminars

  • Access to detailed financial data enabled personalized retirement strategies

  • Accelerated revenue growth and strengthened advisory business

Key Takeaways

  • Interactive tools provide tangible value and encourage prospects to share information

  • Precise demographic and interest-based targeting improves lead quality

  • Personalized follow-up enhances conversion from lead to booked consultation

  • Digital campaigns can replace traditional seminars for scalable results

Campaign Summary

This case study demonstrates how an interactive, targeted Facebook lead generation campaign can deliver high-quality financial leads and uncover significant potential assets.

In just one month, John generated 69 leads at $14.49 CPL, booked five consultations, and gained visibility into $30M of potential assets, enabling him to grow his retirement advisory business efficiently.

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