Turn ad spend into clients, accounts, and policies.
FinROAS is the growth partner for registered investment advisors and annuity & life insurance agents. We build the paid acquisition, creative, and nurture systems that turn marketing budget into net-new clients, funded accounts, and written policies.
No long-term lock-in · Compliance-aware creative · Reporting tied to inflows
Three systems, one outcome: signed clients.
Most agencies optimize for clicks. We engineer the full path from a cold prospect to a signed client — a funded account or a written policy.
Performance advertising
Paid acquisition across Meta, Google, and LinkedIn, engineered around cost-per-qualified-lead and ROAS — not impressions or vanity clicks.
Creative that converts
Ad creative, landing pages, and lead magnets written in the language of financial trust: compliant, credible, and built to convert affluent prospects.
Lead nurturing
Automated nurture and CRM sequences that stay in front of prospects through a long, considered decision — so qualified leads become funded accounts and written policies.
We work only with RIAs and insurance agents. That's the whole point.
A generalist agency has to learn your world on your budget. Whether you manage assets or write policies, we already speak it — the metrics, the buyer, and the rules.
- ✓Compliance-aware by defaultCreative and funnels built around the SEC marketing rule for RIAs and state suitability and advertising rules for annuity & life agents — so growth never outruns compliance.
- ✓Benchmarked against your peersTargets drawn from advisor and agent acquisition data — not e-commerce or lead-gen averages that don't apply to you.
- ✓Measured in AUM and policies, not impressionsEvery dashboard ties back to net-new clients, inflows, and policies written — the numbers that actually grow your book.
The right prospect for an advisor or agent is worth six figures in lifetime revenue. We build marketing that respects that math — patient, precise, and pointed at funded accounts and written policies.
— The FinROAS operating principle
A clear path from spend to funded accounts.
No black boxes. You see the plan, the targets, and the numbers at every stage.
Audit & targets
We map your current funnel and set ROAS and cost-per-qualified-lead targets against advisor benchmarks.
Infrastructure
Creative, landing pages, tracking, and nurture sequences — the full conversion system, ready to launch.
Optimize weekly
Campaigns go live and we optimize toward qualified leads, tightening spend where the math works.
Tie to inflows
Dashboards connect every dollar to net-new clients and AUM, reviewed with you on a clear cadence.
Built for outcomes you can take to the partners' meeting.
Figures are representative engagement outcomes shown for illustration. Results vary by firm, market, and offer.
Representative engagements, in their own numbers.
A look at the kind of outcomes we build toward across advisors and agents. Anonymized and illustrative — yours will be tracked in your own dashboard.
Case figures are representative and anonymized for illustration. Results vary by firm, market, offer, and spend.
"They understood our compliance constraints from day one. The leads are qualified, and for the first time our marketing spend ties to actual new clients."
"My calendar went from chasing referrals to booked appointments with people who already understand what an annuity does."
"Finally an agency that speaks our language and reports on policies, not page views. The reporting alone is worth it."
Testimonials shown are illustrative placeholders. Published testimonials are subject to the SEC marketing rule (RIAs) and state insurance advertising rules (agents), including required disclosures — replace these with real, properly disclosed testimonials before going live.
The 2026 RIA & Agent Marketing Benchmark
What ROAS, cost-per-lead, and conversion rates actually look like for advisors and insurance agents running paid acquisition — so you know what "good" should cost you.
The things advisors and agents ask first.
Most engagements combine a monthly management fee with your ad budget paid directly to the platforms. We scope it to your goals on the first call and put the numbers in writing before you commit — no surprise add-ons.
No multi-year lock-in. We typically ask for an initial ramp period so campaigns have time to optimize, then continue month to month. If it isn't working, you can leave.
Primarily Meta (Facebook/Instagram), Google, and LinkedIn, chosen to fit where your ideal client actually spends attention. We handle creative, landing pages, tracking, and nurture around them.
We build creative and funnels with the SEC marketing rule (for RIAs) and state insurance advertising and suitability rules (for agents) in mind, and we route everything through your compliance review before it goes live. We support your process — we don't replace it.
Leads usually start within the first few weeks; the meaningful gains come after the first optimization cycle, once we have enough conversion data to tighten targeting and spend. We set expectations honestly on the first call.
Ready to turn marketing into measurable growth?
Book a 30-minute growth call. We'll review your current funnel and show you where the growth is hiding.