8,700+ Appointments. $819K in Spend. Every Number in Ads Manager.

Jim was one of our earliest advisors, starting in 2020. In his first four months he invested $13,000 — and saw a $150,000 return.

Encouraged, he scaled to $107K in total ad spend, generating 1,114 qualified appointments at a $95 average cost — a level of efficiency other agencies never reached at this budget. And the durability is the real story: his first campaign spent $58K to book 610 appointments; his second spent $39K for 453. Both ran for over two years with zero maintenance. The data seasoned, the audiences matured, and the machine kept booking.

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Jim McLane — verified Ads Manager view: 1,114 appointments, $95.90 average, $106,827 total spent.

$13K → $150K first 4 months · 1,114 appointments at $95 · 2+ year campaigns, zero maintenance

Marvin was one of the first three advisors we ever worked with in this industry — the client whose results convinced us to focus on financial advisors exclusively. He started at $5K/month in ad spend and scaled to $50K/month once 30–40 qualified appointments were booking with him every week.

The cumulative record: $315K in managed spend generating 4,175 qualified HNW appointments at $76 each — the highest appointment volume on the entire network. The flow let him scale his team to 7+ advisors closing those appointments, while the brand exposure made him a recognized retirement educator with a large Instagram following.

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Marvin Mitchell — verified Ads Manager view: 4,175 qualified appointments.

4,175 appointments — network volume record · $76 average CPA · $5K/mo scaled to $50K/mo · 7+ advisors closing

Brian ran the system across two verticals at once — retirement planning and tax services for retirees and pre-retirees. Over two years he invested $244K in ad spend, producing 2,350 qualified appointments at a $103 average.

The quality tells the rest: his calendar filled with prospects holding $500K to $10M+ in investable assets — more than 35% at $3M+, and 45% between $1M and $3M. Volume and quality, at the same time, for two straight years.

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Brian J. Decker — verified Ads Manager view: 2,350 appointments at $103.87 average, Dec 2020 – Jan 2024.

2,350 appointments at $103 · $244K over two years · 35%+ of prospects at $3M+ investable

Jennifer started small in 2020: $7,000 in ad spend — which returned $95,000 in her first four months. Convinced, she scaled the budget to grow her AUM production — and has consistently held 10X+ return on ad spend since.

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$7K → $95K in first 4 months · Consistent 10X+ ROI since · Scaled AUM production

Ben generated 328 pre-qualified appointments at a $150 average across $49.4K in spend and 13 simultaneous campaigns.

Look at the first row of his account: one single campaign delivered 208 HNW appointments on $26K — a $125 cost — and ran for almost a year without a single adjustment, producing closed deals the entire time.

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Ben Schrock — verified Ads Manager view: 328 appointments at $150.62 average, $49,403 total.

328 appointments at $150 · Best campaign: 208 at $125, untouched for ~1 year · 13 simultaneous campaigns

J. Hagan Capital scaled its AUM production to a 9X return on ad spend last year. Starting from a moderate budget, the firm secured approximately 400 high-net-worth FIA appointments in 14 months at a $151 average — on just $60K of total spend.

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J. Hagan Capital — verified Ads Manager view: 394 appointments at $151.58 average, $59,723 total.

394 appointments at $151 · 14 months · 9X ROI last year · FIA focus

In his first six months, Kyle invested $30K — producing 161 qualified appointments at a $188 average. Not just any leads: serious high-net-worth prospects interested specifically in his FIA product.

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Kyle Watkins — verified Ads Manager view: 161 appointments at $188.26 average, $30,309 total.

161 HNW appointments in first 6 months · $188 average · FIA-focused precision targeting

We close with the record. Pineywoods achieved the lowest cost per appointment of any advisor we've ever worked with: 195 high-net-worth appointments at a $68 average, on just $13.4K in spend. Prospects actively seeking to reduce their tax burden — booked at a cost no marketplace, agency, or lead program on the market comes close to.

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David Cowee — verified Ads Manager view: 195 appointments at $68.73 average, $13,402 total.

$68 per HNW appointment — network record · 195 appointments · $13.4K total spend