328
Appointments booked
How B.A. Schrock Financial Group built a self-sustaining pipeline with 328 booked appointments
$150
Cost per appointment
$49,403
Total ad spend
Industry
Financial Planning
Firm type
Independent RIA
Highlight
$150 CPA
The challenge
B.A. Schrock Financial had built a solid firm on referrals and relationships, but that model had a ceiling Ben could see clearly. Referrals were unpredictable. Good months were followed by dry spells. And every attempt to build a scalable digital pipeline had either cost too much, produced low-quality leads, or ended with Ben owning nothing when the vendor relationship ended.
- Referral-dependent pipeline with no predictable monthly baseline
- Previous digital attempts produced unqualified prospects at high cost
- Vendor relationships left B.A. Schrock with no data or assets at contract end
- No internal capability to run or manage digital acquisition independently
The solution
AdvisorsHub built a 13-campaign Meta system directly inside B.A. Schrock Financial, complete with compliant direct-response creative, proprietary HNW audience targeting, and full asset ownership from day one. Ben's team could see everything, control everything, and keep everything when the build was complete.
- 13 parallel Meta campaigns targeting HNW pre-retiree segments
- Compliant creative framework built for financial advisory audiences
- Full ownership of all ad accounts, pixels, audiences, and creative assets
- System engineered to require minimal daily management, 10-15 minutes maximum
The results
328 qualified appointments were delivered at $150 CPA from $49,403 in total ad spend. The system continues running with no agency dependency, and every asset built to generate those results now belongs to B.A. Schrock Financial permanently.
- 328 appointments booked from 13 active campaigns
- $150 average CPA from $49,403 total ad spend
- All campaign infrastructure 100% owned by B.A. Schrock Financial
- Ongoing system delivering consistent results with zero external management
"328 qualified appointments at $150 each. The system runs on its own. We just focus on closing."
Ben Shrock
B.A. Schrock Financial Group
▶Play intro
Screenshot 1
Screenshot 2Before
- Referral-dependent growth
- High agency fees and inconsistent quality
- Limited control of targeting and creative
After
- 328 appointments at $150 CPA
- 13 campaigns with internal ownership
- Self-sustaining system and repeatable outcomes
Conclusion
B.A. Schrock Financial made the shift that most firms talk about but few execute: from referral-dependent to digitally self-sufficient. 328 qualified appointments at $150 CPA, owned, controlled, and compounding. That is what the system delivers when it is built right.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.