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This financial advisor marketing case study breaks down how Clients Blackbox scaled a retirement planning RIA's Meta ads (Facebook and Instagram) from zero to over $7,000 per day in ad spend in just 12 days — booking 288 qualified appointments at a $219 average cost per meeting. The eight-advisor hybrid RIA had seen its cost per appointment double from $250 to $500 after Meta's Andromeda update disrupted the financial services category, and had pulled back to seminars before testing paid Facebook ads one more time.
Alex Khassa details the full lead generation playbook for advisors: why they launched five distinct Facebook ad campaigns instead of a single funnel, how they structured VSL messaging around the founder's book and bucket-planning philosophy, how they protected the client's ideal $500K–$1.5M investable-asset target, and the daily campaign optimization and budget allocation discipline that let the ad account scale profitably. Includes a day-by-day breakdown of ad spend, booked appointments, and cost per meeting — plus why disciplined Meta advertising still works for RIAs and financial planning firms in 2026.
Related: What Changed in Facebook Ads for Financial Advisors