CS-01US · Southeast · 6 months
Fixed Indexed Annuities
Referral-only practice. Screened to $250k+ before the calendar.
Ad spend
$48,200
Booked appointments
612
Commission written
$1,019,374
Return on spend
21.1x
$231,102
Total ad spend across these files
4,708
Booked appointments
11
Engagements shown
Confidentiality
Our client contracts carry disclosure terms, so no company names appear here. Figures are client-reported over the stated period and are not a guarantee of future results. On a call we can walk the underlying dashboards live.
Case files
Numbers first
CS-02US · Midwest · 5 months
Wealth Management (AUM)
RIA with a $2M minimum. Fewer conversations, heavier households.
Ad spend
$19,081
Booked appointments
241
New AUM onboarded
$14.2M
Return on spend
$744 per $1
CS-03US · Southwest · 6 months
Medicare and Final Expense
Five producers. Inbound click-to-call with eligibility screening.
Ad spend
$10,675
Booked appointments
894
First-year commission
$100,640
Return on spend
9.4x
CS-04US · Northeast · 4 months
Tax-Advantaged Retirement Planning
Business owners near exit. A tax-leakage assessment replaced the free consult.
Ad spend
$6,366
Booked appointments
188
Fees plus commission
$114,734
Return on spend
18.0x
CS-05US · West · 6 months
Life Insurance (IUL)
Second producer added once booking volume outgrew one calendar.
Ad spend
$38,470
Booked appointments
704
Target premium written
$491,902
Return on spend
12.8x
CS-06US · Florida · 6 months
Multi-Line P&C Brokerage
Hard property market. Founder-led creative on renewal shock.
Ad spend
$19,200
Booked appointments
550
Annual premium bound
$234,000
Return on spend
12.2x
CS-07International · 5 months
Private Credit Fund
Accredited investors only. A verification step guarded the IR calendar.
Ad spend
$26,900
Booked appointments
163
Capital committed
$8.6M
Return on spend
$320 per $1
CS-08US · Mountain West · 6 months
Mortgage and Equity Release
Strong closers with no consistent top of funnel. Scenario-led creative.
Ad spend
$14,850
Booked appointments
478
Commission earned
$286,400
Return on spend
19.3x
CS-09US · National · 4 months
Tax Resolution and Advisory
An eligibility checker cut unqualified calls by more than half.
Ad spend
$9,420
Booked appointments
396
Collected fees
$201,226
Return on spend
21.4x
CS-10US · Pacific Northwest · 6 months
Retirement Income Planning
Webinar-to-call replaced dinner seminars at a fifth of the cost.
Ad spend
$21,740
Booked appointments
352
Commission written
$149,214
Return on spend
6.9x
CS-11International · 6 months
Mortgage Brokerage
The weakest file here. Rate volatility, plus a two-day callback lag.
Ad spend
$16,200
Booked appointments
130
Commission earned
$58,000
Return on spend
3.6x
Kept in the pack because a producer who calls back two days later gets a different result to one who calls back in two minutes.
Evidence
Account screenshots
- Reported straight from Meta Ads Manager, converted to USD from the account's original currency.
- Return on ad spend is the figure shown. Purchase counts are greyed out: the metric that matters here is return, not volume.
- Annuity and advisor account screenshots are being prepared and will replace these as they clear review.
$175,221 spent · 6.63 return on ad spend
$8,085 spent · 18.02 return on ad spend
$13,558 spent · 9.43 return on ad spend
$12,631 spent · 5.93 return on ad spend
$5,607 spent · 5.77 return on ad spend
$378 spent · 40.68 return on ad spend
The pattern
Three things these files share
- Speed of response decides the account. The weakest file called back two days later.
- Screening beats volume. Every file that improved did so after tightening the screen, not after raising budget.
- Ninety days is the honest window. Months one and two pay for learning.