The diagnostic
My firm’s ads booked 95 calls from April to October, at about $66 each.
I’m Brennan, a CFP® professional with my own RIA. That’s my niche and my numbers. Answer a few questions and you’ll see where yours stand, plus what I’d build for you. It takes about three minutes.
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Who do you serve best?
1 Apr to 6 Oct 2026
My own firm. My own ad account.
This is the account I run for my own RIA. My first month, leads cost about $15 each. By August and September they averaged about $4.30. Here is everything since April, counted in the database rather than in Meta’s pixel, which counts about a quarter more leads than really came in.
| Counted in the database | |
|---|---|
| Ad spend | $6,274 |
| Leads | Over 1,000 |
| Cost per lead | About $6 overall, about $4.30 in Aug and Sep |
| Booked calls | 95, at $66 each |
My numbers in my niche. Yours will be different, and finding yours is the first thing we do.