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Financial Planning Firm
Pivoted from display to high-intent search and YouTube remarketing.

Conv. value
68.9K
Avg. CPC
$1.05
Actual ROAS
875.99%
Cost
$7.87K
Key Results
Strategy Shift
Pivoted from display advertising to high-intent search campaigns and YouTube remarketing, focusing on capturing users actively seeking financial planning services.
Performance Impact
Generated $68,900 in conversion value with an 8.76x ROI multiplier. Average cost per click of $1.05 delivered qualified leads at scale.
Implementation
Complete rebuild of targeting strategy, focusing on intent-based keywords and remarketing to warm audiences who had already shown interest in financial services.
See the industry playbook
This is the industry-specific system we use to reduce demand loss and turn search demand into booked opportunities.
View the Financial Planner playbook