PAID SOCIAL   /   FINANCIAL ADVISOR RECRUITING
One-month forecast

Advisor Lead Economics

Explore how monthly Meta advertising spend translates into advisor inquiries at different levels of intent.

Projected total inquiries
37
Includes 10% unqualified
High-Intent Prospects
16.7
50% of valid advisor leads
Cost per valid advisor prospect
$150
Early-Stage + High-Intent Prospects · excludes unqualified inquiries

Lead quality breakdown

Percentages apply to all inquiries; CPL applies only to valid advisor leads

One month
Unqualified
Invalid or non-advisor inquiries
3.7
10%
Early-Stage Prospects
Considering a move, longer-term timeline
16.7
45%
High-Intent Prospects
Ready to explore the right relationship
16.7
45%
Valid advisor prospects (Early-Stage + High-Intent)
33.3
90% of raw leads
Cost per high-intent prospect
$300
Based on 50% of valid advisor leads
Illustrative forecast, not a performance guarantee. Lead counts are expected values. $150 CPL counts valid advisors only; the 10% unqualified inquiries are included in total inquiries but excluded from CPL. This model includes advertising spend only, not services or management fees. No placement or transaction revenue is assumed.