Financial Advisor Case Study
Financial Advisor Leads for $26 Each On A Limited Budget
Client Intro:
This financial advisor wanted to scale his business to new heights but gave us a minimal budget to play with. Here’s how we helped him scale even with the limitations he set
The Challenge:
To increase the number of B2B leads with winning audience & assets.
The Process:
Given the low budget we were promised, we decided to play safe and restrict our scope of experiments.
Therefore, we decided to use lookalikes of highly converting audiences, tested against the new audience we created out of our research.
With a limited number of previously winning ad copies and creatives, our CBO worked really well at TOF.
The daily ad spend was set at $30/day
The Results:
Within a short period of 2 weeks, we got a highly converting lookalike audience against all the rest at a cost per lead under the desired target of 73.58%.
1 out of 3 adsets worked well with the same set of audiences, winning all the 18 leads within 2 weeks.
Financial Advisor Case Study
New Wealth Management Practice Gets 100+ Booked Leads In First 3 Months
Client Intro:
This financial advisor started his own practice and needed clients fast. Let us show you how we helped him do it!
The Challenge:
To get high-ticked wealth management leads without the help of any past data.
The Process:
To achieve the numbers we were looking for, we:
– Built a new funnel from scratch.
– Focused on cold audiences (due to a lack of past data).
– Kickstarted a CBO campaign with at least 3 ad sets.
– Started off with substantially large audiences, giving Facebook more room to optimize for the best results.
– Continually tested multiple new creatives and ad copies designed to appeal to potential customers.
– Conducted 4 weeks of rigorous RFT testing.
The Results:
From 14th Oct 2020 to 11th Jan 2020, we:
– Managed to reel in 106 leads.
– Achieved a minimal Cost Per lead of $47, with a total ad spend of $5,017.