The Chamberlin Group Grows Monthly Appointments 78% While Each Ad Dollar Books More
From Dinner Seminars to a Digital Pipeline
The Chamberlin Group is a fee-based wealth management firm. Its 15+ advisors serve more than 5,000 clients nationwide.
For years, new clients came from dinner seminars and local work with a nonprofit. That's the traditional playbook in this business.
"During the pandemic that wasn't an option anymore. So we looked at how to take things digitally, which is ultimately how we found Clients Blackbox."
They weren't after a quick rush of leads. The advisors need qualified first meetings every week, at a cost that stays reasonable as the budget grows.
A Video Engine That Keeps Getting Better
Clients Blackbox built a Meta ads program around video. Chamberlin's team records the content. We write the scripts with them, then produce, launch and test every video.
"We're able to record and provide content that we script in collaboration with Alex and his team."
"Then we're able to get it produced really easily and get it out in front of people on Meta in a way, and with a strategy, that works. And it works for us."
Each month we add new angles that build on the last month's winners. Budget goes wherever the appointments come from.
Over time, more of those angles started booking appointments. By October, twice as many video angles were booking each month as in February.
Record Months, Better Calls, More From Every Dollar
Monthly booked appointments grew 78% from February to October. October was a record month.
In the second half of the year, the firm averaged 47% more appointments a month than in the first half.
Normally more volume costs more. Here, the opposite happened. Each ad dollar now books about 21% more appointments than it did in February.
Cost per appointment is down almost 30% from its 2026 peak. November is running even leaner.
"Our lead flow has been super consistent. It has been very scalable and the call quality has only continued to get better throughout the year."
"People show up to the calls. We've seen our show rates consistently improving."
These meetings turn into clients. Leo says the firm has been closing at about a 30% rate this year.
“These are good leads and they're going to close.”
Leo Carroll
Director of Marketing, The Chamberlin Group
Since late summer, they've hit their weekly appointment target week after week.
"It isn't a sunk cost. You are investing in future growth for your firm."
Results described are this firm's and are not typical. Volume, cost and close rates depend on each firm's market, offer, creative, advisor capacity and sales process.
Figures come from campaign tracking and the client's own statements and have not been independently audited. Appointments booked are not clients, and nothing here describes investment performance.
"Our lead flow has been super consistent. It has been very scalable and the call quality has only continued to get better throughout the year."
"Our lead flow has been super consistent. It has been very scalable and the call quality has only continued to get better throughout the year."
Leo Carroll, The Chamberlin Group
Director of Marketing
Want to Scale Your RIA?
Book a call and we'll walk through the math for your firm. How many appointments you'd need, what the unit economics look like, and whether we're a fit.
FAQ
Answers based on what we've seen drive top performance across years of data.
First appointments typically hit the calendar within the first 1–2 weeks after launch. Month one is optimization. Month two is when things stabilize and become predictable.
2–3 hours of video recording every 3–6 months. That’s it. We handle everything else.
We’ve worked with over 250 financial firms and their compliance teams. We know what gets approved under Special Ad Category restrictions. We build compliant from the start and coordinate directly with your team.
Total marketing budget starts at $17,500 per month and ranges up to $120,000 depending on your goals, ad spend included. Engagements run on a 12 month minimum.
No. And you should be skeptical of any agency that does. Guarantees in this space are a red flag. They sell you a feeling, not a strategy. What we offer is a proven methodology, a team that has managed over $12 million in Meta ad spend for financial firms, and a track record of $60B+ in AUM pipeline generated across 250+ firms. The firms that follow our methodology and commit to the process see results. That's why we're selective about who we work with.
Most agencies try to do everything — Google, email, social, websites — and they’re mediocre at all of it. We only do Meta Ads for financial firms. We’ve spent over $12 million in this exact channel under Special Ad Category restrictions. We know what works because it’s all we do.
Good. Most of our clients do. We’re not replacing your marketing person or your agency. We’re adding the one capability they probably don’t have: Meta Ads at scale with branded video for financial services under Special Ad Category. We plug in alongside whatever else you’re running.
No. We do Meta Ads. That’s our entire focus. If you need those other services, we’re happy to recommend partners, but that’s not what we do.
Click the button below to apply. If it’s a fit, we’ll schedule a strategy session to walkthrough timelines, pricing, and how AUM OS would work for your firm.