1,114
Total appointments
How Paragon Tax Advisory ran profitable campaigns for 2+ years with zero maintenance
$95
CPA
2+ yrs
Campaign lifespan
Industry
Tax Advisory
Firm type
Independent RIA
Highlight
2+ years, zero maintenance
The challenge
Jim McLane had run campaigns before. The pattern was always the same: launch, optimize for a few weeks, watch performance decay, refresh the creative, call the agency, wait, repeat. Every campaign required active management to stay alive. The moment attention shifted, a busy quarter, a team change, a new priority, performance collapsed. What Jim needed was not another campaign. He needed infrastructure that did not require babysitting.
- Every previous campaign decayed without constant manual optimization
- Agency refresh cycles consumed time, budget, and internal bandwidth
- No campaign had ever run profitably beyond 6 months without intervention
- Jim's team was managing marketing instead of serving clients
The solution
AdvisorsHub built a self-sustaining tax advisory acquisition system for Paragon, one designed from the ground up to run without ongoing management. Automated testing loops, audience refresh logic, and a compliant creative framework that did not need refreshing on a short cycle. Two parallel campaigns were launched targeting different prospect segments, each engineered to compound in performance over time rather than decay.
- Automated testing and optimization loops built into the system from day one
- Audience refresh logic that self-updates without manual input
- Two parallel campaign structures targeting distinct HNW tax prospects
- Compliant creative framework built for longevity, not quick burnout
The results
The system ran for over two years without Jim's team touching it. The ROI numbers tell the full story.
- $13K initial investment returned $150K within the first 4 months
- 1,114 total appointments across 2+ years of active campaigns
- Campaign 1: $58K spend -> 610 appointments
- Campaign 2: $39K spend -> 453 appointments
- $95 average CPA with zero maintenance required throughout
"The system ran for over two years without us touching it. That's what permanent infrastructure actually looks like."
Jim McLane
Paragon Tax Advisory
▶Play intro
Screenshot 1
Screenshot 2Before
- Constant agency management overhead
- Frequent creative refresh requirements
- Short campaign lifespans
After
- Self-sustaining campaign system running 2+ years
- 1,114 appointments at $95 CPA
- $13K to $150K return in four months
Conclusion
Paragon Tax Advisory is the clearest demonstration of what permanent infrastructure actually means. Not a campaign that runs until the budget runs out. Not a vendor relationship that ends when the contract does. A system that belongs to the firm, and keeps working whether or not anyone is watching.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.