+60%
Show rate
How Cornerstone Wealth Management pushed show rates above 60% with a rebuilt funnel
408
Total appointments
$131
Average CPA
Industry
Wealth Management
Firm type
Mid-size RIA
Highlight
60%+ show rate
The challenge
Cornerstone was generating leads, but leads were not the problem. Show rates were. Prospects would book appointments and simply not show up, not respond, or cancel at the last minute. The pipeline looked full on paper and consistently underperformed in practice. Anthony's team was spending time preparing for meetings that never happened, and acquisition costs per actual conversation were far higher than the raw CPA numbers suggested.
- Low show rates undermining the true ROI of every campaign
- Fragmented vendor relationships with no unified performance view
- Time lost preparing for appointments that did not convert to meetings
- Real cost-per-conversation far exceeding stated cost-per-appointment
The solution
AdvisorsHub rebuilt the acquisition funnel end-to-end. Not just the ads, the full sequence from first impression to confirmed appointment. Targeting was restructured around high-intent annuity and tax planning prospects. Creative was rewritten with compliant messaging that set accurate expectations and pre-qualified interest before the booking step. Pre-appointment nurture sequences were installed to dramatically reduce no-shows.
- Full funnel rebuild from ad creative through booking confirmation
- Compliant messaging that pre-qualifies prospects before they book
- Pre-appointment nurture sequence engineered to maximize show rate
- Unified tracking giving full visibility into every step of the funnel
The results
Show rate climbed above 60% and held there across both annuity and tax planning campaign types, across multiple campaign periods. The appointments that Cornerstone was booking were now showing up.
- 60%+ show rate maintained consistently across all campaign types
- 212 appointments at $136 CPA in first campaign period
- 196 appointments at $126 CPA in second campaign period
- 408 total appointments with consistent 8x ROI on tax and annuity products
"Consistent performance every single month. The show rates alone changed how we think about marketing ROI."
Anthony
Cornerstone Wealth Management
▶Play intro
Screenshot 1
Screenshot 2Before
- Low show rates reduced actual pipeline value
- Fragmented campaigns across multiple vendors
- Limited tracking and performance visibility
After
- 60%+ show rate across annuity and tax campaigns
- 408 appointments across two campaign periods
- Average $131 CPA with sustained campaign reliability
Conclusion
A high volume of booked appointments means nothing if people do not show up. Cornerstone solved the problem most firms ignore, and in doing so, transformed the real economics of their acquisition system. The same ad spend now produces dramatically more closed business.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.