394
Appointments booked
How J.Hagan Capital booked 394 appointments across 19 campaigns at $151 CPA
$151
Cost per appointment
$59,723
Total ad spend
Industry
Wealth Management
Firm type
Independent RIA
Highlight
$151 CPA
The challenge
J.Hagan Capital had the brand, the track record, and the team to grow, but the pipeline was not keeping up. Jon had cycled through agency relationships that promised HNW prospect flow and delivered inconsistency: good months followed by flat months, creative that wore out, and audience data that belonged to the vendor when the contract ended.
- Inconsistent appointment volume with no predictable monthly baseline
- Agency-managed campaigns meant zero internal data ownership
- Creative fatigue cycles every 60-90 days with no in-house solution
- Per-appointment costs well above where a self-run system could operate
The solution
AdvisorsHub built a 19-campaign Meta acquisition system inside J.Hagan Capital, owned by the firm from day one. Four-dimensional HNW audience targeting pulled from AdvisorsHub's database of 65,000+ prior appointments. Direct-response creative built specifically for pre-retirement wealth management prospects. Nineteen campaigns running in parallel to maximize reach across distinct prospect segments.
- 19 parallel Meta campaigns targeting distinct HNW prospect profiles
- Four-dimensional audience targeting: demographic, behavioral, interest, lookalike
- All creative, pixels, and audience data owned by J.Hagan Capital
- Compliant direct-response framework built for retirement wealth management
The results
394 qualified appointments were generated at $151 CPA from $59,723 in total ad spend, consistent, owned, and compounding. Jon's firm now has a pipeline that runs on its infrastructure, not an agency's.
- 394 appointments booked across 19 active campaigns
- $151 average CPA, well below industry benchmarks
- $59,723 total spend with full in-house ownership retained
- Consistent month-over-month results with no vendor dependency
"394 qualified appointments at $151 each. The consistency alone was worth more than anything an agency had offered us."
Jon
J.Hagan Capital
▶Play intro
Screenshot 1
Screenshot 2Before
- Unpredictable agency-managed outcomes
- No ownership of creative or audience data
- Higher per-appointment cost instability
After
- 394 appointments at $151 CPA across 19 campaigns
- In-house ownership of campaign infrastructure
- Consistent monthly appointment performance
Conclusion
J.Hagan Capital no longer depends on agencies for growth. The pipeline is predictable, the data is owned, and the infrastructure compounds in performance the longer it runs. That is a fundamentally different position than where Jon started.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.