Trending
In this podcast episode on client acquisition for financial advisors, Alex Khassa joins host Ben to break down what actually works — and what doesn't — when RIAs try to grow through paid digital marketing and Meta ads. Drawing on $10M+ in Facebook and Instagram ad spend and 30,000+ booked appointments, Alex walks through the video-first lead generation funnel his firm uses: a 90-second advisor-led Facebook ad, a 10-minute educational VSL, and a booked consultation.
He gets specific on the numbers RIA marketing leaders rarely hear out loud — expected cost per appointment nationwide vs. local, the minimum monthly ad budget that makes paid advertising viable, and the honest math on YouTube for financial advisors (roughly 30,000 views to land a single client). He also covers who this digital client acquisition strategy is right for, why local Facebook ad campaigns often close better despite a higher cost per meeting, and how niche targeting changes the equation for financial planning firms in 2026.
Related: What Changed in Facebook Ads for Financial Advisors