1,134
Appointments generated
How Leonard Financial Solutions generated 1,134 appointments at a $28 CPA
$28
Cost per appointment
4x
Production in 12 months
After years of agency churn, Leonard Financial moved to an owned multi-channel acquisition system with compliant creative and precision targeting.
Industry
Financial Advisory
Firm type
Mid-size RIA
Highlight
4x production growth
The challenge
Leonard Financial had tried the agency route more than once. Each time, the story was the same: strong pitch, weak delivery, and a bill that kept arriving regardless of results. By the time Jonathan decided to make a change, his firm was spending more per appointment than ever and closing less.
- Agency CPAs consistently above $500, far above industry benchmarks
- Rising costs with declining conversion rates year over year
- No ownership of campaign data, audiences, or creative assets
- Years of spend that built agency infrastructure, not Leonard's
The solution
AdvisorsHub dismantled the agency dependency entirely and built a multi-channel acquisition system inside Leonard Financial. Every ad, audience, and pixel was owned by the firm from day one. The targeting was precision-built for retirement-planning prospects, and the system was designed to continuously test and improve without outside input.
- Full Meta + Google campaign build directly inside Leonard Financial
- Compliant direct-response creative tested against proven frameworks
- Precision HNW targeting for retirement prospects with $500K+ investable assets
- Self-improving system with no ongoing agency requirement
The results
AdvisorsHub dismantled the agency dependency entirely and built a multi-channel acquisition system inside Leonard Financial. Every ad, audience, and pixel was owned by the firm from day one. The targeting was precision-built for retirement-planning prospects, and the system was designed to continuously test and improve without outside input.
- Full Meta + Google campaign build directly inside Leonard Financial
- Compliant direct-response creative tested against proven frameworks
- Precision HNW targeting for retirement prospects with $500K+ investable assets
- Self-improving system with no ongoing agency requirement
"Unmatched media buying precision. We quadrupled production and cut our CPA to a level no agency ever came close to matching."
Jonathan Leonard
CEO, Leonard Financial Solutions
▶Play intro
Screenshot 1
Screenshot 2Before
- Agency cycles with inconsistent ROI
- Rising costs and declining conversion rates
- No ownership of campaigns, data, or creative
After
- Owned multi-channel infrastructure installed in-house
- 1,134 appointments at a record $28 CPA
- 4x production growth in 12 months
- 20x efficiency improvement over previous campaigns
Conclusion
What Leonard Financial built is not a campaign, it is a machine. One that now runs inside the firm, produces qualified HNW appointments on demand, and gets more efficient the longer it operates. Jonathan went from spending more for less, to owning infrastructure that compounds.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.