195
HNW appointments
How Pineywood Financial launched in under 45 days and generated 195 HNW appointments
$68
CPA
$13,402
Total ad spend
Industry
Financial Planning
Firm type
Independent RIA
Highlight
45-day results
The challenge
Pineywood Financial needed results, and they needed them fast. Previous vendor relationships had followed a familiar and frustrating arc: weeks to onboard, weeks to launch, weeks to optimize, and by the time anything was working, a quarter had gone by with nothing to show for it. David's firm could not afford that timeline. The opportunity was now, and the pipeline was dry.
- Previous vendors averaged 60-90 days from contract to first appointment
- Pipeline completely dry with no interim solution while waiting on launch
- Every quarter of delay represented real AUM opportunity cost
- No internal team or process to accelerate campaign build independently
The solution
AdvisorsHub deployed its rapid-launch acquisition framework: pre-built compliant creative, proven HNW audience segments, and a technical infrastructure that eliminated the setup time typical of agency builds. Two campaigns were live and generating results within weeks, not quarters.
- Pre-built compliant creative framework deployed immediately
- Proven HNW audience segments from 65K+ prior appointment database
- Technical infrastructure with zero ramp-up, live within days of kickoff
- Two parallel Meta campaigns targeting distinct pre-retiree segments
The results
195 high-net-worth appointments were delivered at a $68 CPA from $13,402 in total ad spend. The system was fully operational within 45 days of kickoff. David's pipeline went from empty to producing qualified HNW calendar bookings faster than anything his firm had experienced before, and the infrastructure now belongs to Pineywood permanently.
"195 qualified appointments in under 45 days. We've never seen results move that fast with any previous vendor."
David
Pineywood Financial
▶Play intro
Screenshot 1
Screenshot 2Before
- Slow campaign launches
- Limited HNW targeting precision
- No automated pipeline system
After
- 195 HNW appointments at $68 CPA
- $13,402 total spend with fast activation
- Automated multi-channel system live within weeks
Conclusion
Speed matters in this business. Every week without a pipeline is a week without new AUM potential. Pineywood Financial proved that a rapid launch does not mean a compromised system: 195 HNW appointments in 45 days at $68 CPA is a result most firms never achieve, regardless of timeline.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.