Client Intro

Retirement Strategist

The Challenge:

Financial Advisor Looking for Booked Appointments

Unable to Easily Generate Leads in Multiple Cities & States

Maximizing Marketing Dollars for Lowest Cost per Lead

Developing a System to Replicate for Other Advisors in the Same Firm


The Process:

Facebook Lead Ads

Facebook Retargeting

Facebook Ads

Lead Automation via Zapier


The Result

Average Cost per Lead $5.00

Total Leads Generated: 3,352

Scaled Ad Spend to $400 per Day


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