How a financial advisor in NYC generated exclusive new leads with Facebook Ads

The Challenge

Most leads for this financial advisor were coming through referrals, word of mouth and random acts of marketing. There wasn’t a system to generate predictable leads every month.

What we did

  • We created a Facebook ad campaign targeting people in New York City who were looking for a financial advisor to help with retirement planning
  • We tested different ads, messages and funnels. You can see a screenshot below of some of the Facebook ads we tested.

The Results

  • Over 30+ leads generated with a cost per lead at about $70 per lead on average
  • All leads were exclusive to the financial advisor and not shared with anyone else
  • Client was able to convert some leads into clients within just 30 days and some of the leads had over $1 million in investable assets

If you are a financial advisor, watch this video to learn how you can generate your own exclusive leads each month.

See also: How to get exclusive leads for financial advisors

Note: due to the sensitive nature of social media, some of our clients prefer to remain private.

Are you a financial advisor, financial planner or wealth & investment manager looking for more high quality sales appointments each month? If so, then watch our free training video to learn how.