Case Studies

By day five, we were in KPI. By day 12, we spent $7,000 in a single day and booked 35 retirement appointments at $200 per meeting. By day 17, the firm had 267 appointments on the books at a $222 average cost, exceeding the 240 appointment target by 27 meetings. The final February numbers landed at $63,300 spent, 288 total appointments booked, and a $219 average cost per meeting, beating the $250 target by 12%.

Within six months of launching with Clients Blackbox, Florence generated a few hundred qualified appointments and transitioned her entire practice to virtual. The return on ad spend settled at 3x overall, with peak months hitting 5x, 6x, and even 7x. The firm attracted high net worth clients consistently, including prospects with $13 million and $17 million in assets entrusting her firm with $2 million or more.

The system was live within weeks. By the first full month, the firm was booking over 50 qualified appointments with pre-retirees who had a minimum of $500,000 in investable assets. Within a year, monthly volume scaled to 109 appointments in a single month, with consistent delivery throughout. Over 15 months, the campaign booked 966 qualified appointments.

First month: 99 booked appointments. 46 showed up. 4 closed with over $2.2M in tracked AUM and 43 more stayed in the active pipeline. The biggest single client to come through? $3.6 million. Eight months in, Andrew was pulling between 76 and 155 high net worth consultations every month. The pipeline stays full. The cost per appointment stays efficient. Andrew’s calendar is not just “filled” anymore. It’s packed with qualified people who already see him as the expert before the first meeting even starts.

Over 24 months of partnership, the results transformed the trajectory of the firm. They booked over 2,500 first appointments with an average prospect bringing $1.7 million in investable assets. The stick ratio on those appointments was, in David’s words, spectacular. Six business development advisors had consistently full calendars, and the firm’s team grew comfortable operating in a fully virtual world that had once felt foreign. The business impact went well beyond the ad account. In 2025, they posted the largest revenue year in the firm’s history.

Within a year and a half, Jonathan went from a small Medicare practice to writing $2 to $3 million per month in fixed index annuity premium, with a goal of $40 to $75 million in total annuity premium for the year. His average case size sits at $500,000, two to three times the industry average, driven by the qualification filters built into the ad campaigns and his structured sales process. The standout result was a $13 million client, a couple in Texas, closed entirely over Zoom from New Jersey.

Within the first few months of optimization, the firm’s calendar was consistently filled with 30 to 46 qualified appointments per month. These were not cold leads from a shared database. Every single prospect had watched the educational content, self identified their asset range as $500,000 or above, and actively chosen to book a meeting. The cost per appointment dropped as low as $106, and the pipeline of prospects with $1 million to $3 million+ in investable assets became a regular occurrence rather than a rare event.

In just 10 months, Joe added approximately $10M in new AUM, averaging roughly $1M per month in new assets. His clients range from $1.5M to $4M in investable assets. These are not transactional accounts. These are relationship clients who want a trusted advisor quarterbacking their retirement for the long term, and for the generation after them. The pipeline continues to compound. Joe describes the momentum like compound interest: it builds slowly at first, then accelerates.

With Sam personally taking the appointments, his firm achieved a 23% close rate on first held meetings. Not first meetings booked. First meetings actually held. That number is roughly four to five times the industry benchmark for digital appointment campaigns, where most firms consider 5% to 10% a strong result. Equally important, 75% of booked prospects actually showed up to their first meeting, well above the 45% to 50% that most nationwide virtual firms plan around.

In the first 30 days of running appointments through the system, Scott and his co advisor onboarded $7.7 million in new assets: $3.1 million in annuity premium and $4.6 million in AUM. That came from only six new clients. Average annuity premium per case landed just north of $600,000. Average AUM per client exceeded $1 million. Both numbers came in simultaneously on most engagements because the planning process naturally identifies opportunities across annuities, AUM, tax planning, and estate planning.

Over the course of the engagement (February 2025 through early 2026), the campaigns consistently delivered between 81 and 194 qualified appointments per month. In the peak month, July 2025, the firm generated 194 booked appointments at an average cost of $143 per appointment, all with a $2 million minimum qualification. The daily data tells the story: once we identified the winning angles and scaled the budget behind them mid month, appointment volume jumped from 3 to 5 per day to 11 to 16 per day almost overnight.

Within 30 days of going live, the firm was generating 40 to 50 appointments per month. The average prospect walking through the door carried $2 million to $3 million in investable assets, well above the $1 million minimum. The cost per appointment came in under $250, a number that is virtually unheard of when targeting this asset level. The impact went beyond the ad account. Show up rates climbed from 40% to 60%. The fit call structure we installed is filtering prospects effectively.

The firm was officially formed in May 2023. By July 2024, just 14 months later, it hit the Inc. 5000 list of fastest growing companies in America with roughly 12 advisors on staff. By September 2024, the team had grown to 15 advisors and was hiring two to three more per month. Over the course of the engagement, the firm scaled from a solo producer to an organization of 20+ W2 advisors, adding over $480M in assets under management in approximately three years. The marketing engine consistently returned 6 to 10x on ad spend, with occasional months spiking to 13 to 15x when large cases closed.