$5.5M in One Deal. $1.2M Right Behind It. How Axim Planning & Wealth Turned Owned Acquisition Into a $6.7M First Run

Every number in this post is pulled from Meta Ads Manager and the firm's own deal tracking. The account data shown below runs January 1 – July 8, 2026. Client identities are anonymized. Here's the complete story.

Matt Jadwisiak had already tested the field before he found Advisors Hub. Multiple agencies. Multiple lead marketplaces. The same pattern every time: money out, ownership of nothing, results that evaporated when the invoice stopped.

He came to Advisors Hub because nothing else compared on four things he'd stopped believing existed together: professional, fully-branded video creative. Genuine ownership of the system. The flexibility to run it his way. And a team relationship he could actually count on.

Matt is Partner & CFO at Axim Planning & Wealth. This is what happened in his first months on the system.

What we installed

Four Meta ad accounts — owned by Axim, not by us. Inside them: the proven Advisors Hub campaign architecture, rewritten for Axim's brand. Broad prospecting layers, wealth-and-asset-management audiences, and stacked retargeting — the same structure running across 300+ firms on the network, deployed on infrastructure that belongs to Matt's firm permanently.

The ad account data

What the account shows for the first half of 2026:

• $49,749 in total ad spend across 4 owned ad accounts
• 126 qualified appointments scheduled — an average of $395 per appointment
• His best-performing campaign books qualified appointments at $235 — already under half the industry's $500–$600+ shared-lead cost
• 232,810 impressions served to high-net-worth prospects, 17,207 link clicks

Worth being straight about the $395 average: this is a young account, still seasoning. Across the network, the pattern is consistent — costs fall as the pixel matures and the audiences compound. (Another firm on the network started at $558 per appointment and now books at roughly $200.) Matt's best campaign is already there at $235; the account average follows.

But appointments aren't the story. What happened in the meetings is.

Tap to expand

The closes

The $5.5M relationship. A retired physician household — $5.5M in total assets, structured as $4M into managed AUM and $1.5M into a fixed-indexed annuity, with a $525K IUL policy layered on top. A full retirement-income and legacy plan, built for a family that wanted certainty for the next generation. One relationship. From a digital appointment.

The $1.2M relationship, right behind it. A second household — $800K into managed AUM, $400K into an FIA — actively onboarding.

The pipeline in motion. Additional households in the $500K–$3M+ range moving through second and third meetings — including retirement-account prospects actively in the process now.

That's $6.7M in closed and closing relationships — against under $50K in ad spend for the period.

The honest ROI math

We won't invent commission rates or project lifetime values. The conservative version is enough:

The premium production on these first two households alone — $1.9M in FIA plus a $525K IUL — generates first-year revenue that comfortably exceeds the entire six-month ad budget. Before counting a single dollar of recurring advisory fees on $4.8M in managed AUM — fees that repeat every year the relationships hold.

And unlike a marketplace or an agency arrangement, every dollar of that ad spend also built a permanent asset: seasoned pixels, matured audiences, and campaign data that make month seven cheaper than month one. Inside accounts Axim owns.

What Matt did next

The clearest signal in any case study isn't a quote — it's what the client does after seeing the early results.

Matt signed Advisors Hub's enterprise model — scaling ad spend, appointment volume, and closed AUM through 2026.

The honest caveats

Two closes and a live pipeline in the first months is a strong opening — it is not a guarantee, and results across the network vary with market, follow-up discipline, and close skill. What this case documents is the mechanism: owned accounts, proven creative, qualified HNW appointments at a falling cost, and a close process that converts them.

See how this would run inside your firm

On a strategy call, we walk through this account live — the campaign structure, the appointment flow, the deal math — and map exactly how the same system would deploy inside your practice.

For RIA owners managing $100M+ in AUM and FIA producers writing $5M+ in annual premium. Figures are documented from Meta Ads Manager and firm records for the period shown. Client details are anonymized. Results shown reflect one firm's documented experience and are not a guarantee of future performance.