161
HNW appointments
How CF Financial broke through referral plateaus with 161 HNW appointments
$188
Average CPA
$30,309
Total ad spend
Industry
Financial Advisory
Firm type
Independent RIA
Highlight
$188 CPA
The challenge
CF Financial had plateaued. Kyle's firm was doing well by most measures, but AUM growth had stalled, not because the team was not capable, but because the acquisition channel was not there. Referrals had carried the firm this far. Digital channels had been tried and abandoned. Every vendor had required significant budget for slow, uncertain results. The firm was ready to grow, but had no reliable, scalable system for bringing in qualified HNW prospects.
- Referral growth plateau with no scalable acquisition channel in place
- Previous digital vendor relationships failed to deliver HNW-quality prospects
- No internal data, audiences, or creative assets from past marketing spend
- Growth was capped by what referrals and relationships could organically produce
The solution
AdvisorsHub launched a 22-ad Meta campaign system for CF Financial, built around precision HNW audience targeting and direct-response video creative designed for pre-retirement financial planning prospects. Every asset built belonged to CF Financial from the first day of launch.
- 22-ad Meta campaign system deployed with full CF Financial ownership
- Direct-response video creative targeting HNW pre-retirement prospects
- Education-based ad framework establishing credibility before the booking step
- Complete pixel, audience, and account ownership transferred at launch
The results
161 high-net-worth appointments were delivered at an average $188 CPA from $30,309 in total ad spend. All 22 campaigns are running ongoing, compounding in audience data and performance as the system matures, with no agency required to keep them alive.
- 161 HNW appointments from 22 active campaigns
- $188 average CPA from $30,309 total ad spend
- All campaigns running ongoing with no agency dependency
- Full infrastructure owned by CF Financial, compounding in value over time
"161 HNW appointments and full control of our own pipeline. We finally own our growth."
Kyle
CF Financial
▶Play intro
Screenshot 1
Screenshot 2Before
- Referral plateau limiting AUM growth
- No scalable digital channel
- Dependency on external vendors
After
- 161 HNW appointments at $188 CPA
- 22-ad campaign system owned in-house
- Ongoing consistent qualified prospect flow
Conclusion
CF Financial broke through the referral ceiling that limits most independent firms. The digital acquisition channel Kyle now owns does not require a vendor relationship to keep it alive, it runs, it compounds, and it belongs to the firm. That is the difference between renting growth and owning it.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.