$2.4MAUM from Meta leads
Wealth Management — Summit Financial Advisors
$2.4M AUM from Meta Leads: Summit's High-Net-Worth Targeting
Financial advisors don't use Facebook—except the ones bringing in $2.4M in AUM. Summit cracked high-net-worth targeting on Meta.
Results
The numbers behind the rebuild.
$85Cost per lead
The problem
Where the chain was breaking.
Financial advisory is a trust-heavy industry where cold prospects are extremely skeptical of unsolicited advertising
Compliance requirements in financial services limited what could be said in ad creative and landing pages
Long sales cycles of 3-6 months between first contact and assets under management made ROI tracking complex
What we built
The system we put in place.
We led with value: retirement planning workshops and tax strategy webinars that built trust before asking for anything. The educational approach was designed for compliance and effectiveness, focusing on financial literacy rather than performance promises. A webinar registration funnel captured high-intent prospects and nurtured them toward one-on-one consultations. Retargeting with client stories and advisor credentials handled the trust gap over multiple touchpoints.
“We brought in $2.4M in new assets under management directly from Facebook leads. For a financial advisory firm, that ROI is extraordinary. The educational content approach, retirement planning workshops, tax strategy webinars, built trust before the first meeting. Our prospects come in educated and ready to commit, which shortened our sales cycle significantly.”Michael Sterling
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