In-depth results from actual Advisor DFY clients — the numbers, the context, and exactly what changed.
SmartAsset
Investor Acquisition Campaign
Campaign results — 88 days
Case Study #01
Spent $62K on ads. Generated $486K in revenue and $341K in profit — in 88 days.
We ran Google Search and LinkedIn campaigns specifically targeting investors actively looking for financial advice. Every dollar spent was tracked to real revenue — not just clicks or impressions. The result was a 7.8x return: for every $1 spent on ads, $7.80 came back in revenue.
Ad Spend → Revenue
7.8x Return
Total Revenue
$486K
Total Profit
$341K
Timeframe
88 Days
"For every dollar we put into ads, we got $7.80 back in revenue — in under 90 days. And these weren't random form fills. They were investors who were actively searching for an advisor and ready to have a conversation."
SmartAsset
Investor Acquisition Campaign
Daniel R.
Financial Advisor — Doctors & Dentists
Client since March 2025
Case Study #02
14 months, 74 meetings, 19 clients — $24.3M in new AUM. Largest single client: $7.2M.
Daniel specializes exclusively in serving doctors and dentists with $500K+ in investable assets. We built the qualification process to screen specifically for licensed medical and dental professionals, so every prospect on his calendar was already in his niche before the first conversation.
AUM Added
+$24.3M
Timeframe
14 Months
Appts Delivered
74
Clients Closed
19
Avg Client AUM
$1.28M
Yr 1 Revenue
$182,250
5-Yr Revenue
$911,250+
Largest Client
$7.2M
"Every person I spoke with was a physician or dentist — already in my niche. I didn't have to spend time explaining who I work with or filtering out the wrong prospects. The conversations started at a completely different level than anything I'd experienced with other lead sources."
Daniel R.
Financial Advisor — Doctors & Dentists
Kevin T.
Private Wealth Manager, Southeast Region
Client since January 2024
Case Study #03
2 years, 266 meetings, 33 clients — $34M in new AUM. Niche: high-net-worth private wealth.
Kevin focuses exclusively on private wealth management for individuals with $1M+ in investable assets. We built a qualification process that pre-screened every prospect for liquid net worth before any meeting was booked — so his calendar was always filled with the right people.
AUM Added
+$34M
Timeframe
2 Years
Appts Delivered
266
Clients Closed
33
"These were exactly the type of clients I built my practice around — serious, high-net-worth individuals who were already looking for private wealth management. The caliber of the conversations was on a different level, and that showed up directly in my AUM growth."
Kevin T.
Private Wealth Manager, Southeast Region
Harbor Capital Growth
Investor Consultations
Campaign results — 69 days
Case Study #05
Booked 214 investor consultations. Cut cost per consultation by 42%. Tripled the callback rate from search.
We optimized their search ads and landing pages so that each consultation cost 42% less to acquire. More importantly, for every investor who searched for their services, way more actually picked up the phone and booked. The result: a predictable, scalable pipeline they could plan around.
Consultations Booked
214
Cost per Consultation
-42%
More People Calling
+228%
Timeframe
69 Days
"In less than 70 days, our cost to acquire a consultation dropped by nearly half and way more people who found us actually called. The pipeline went from unpredictable to something we could actually plan around."
Harbor Capital Growth
Investor Consultations
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