Measurement
How do I build LTV-first marketing for a financial adviser?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I build LTV-first marketing for a financial adviser?
Feed booked-fee and AUM-onboarded events back to Meta/Google, bid on revenue not leads, and optimise towards clients with 200k+ pounds pot / HNW postcodes.
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LTV-first stack
- CRM flags high-value stage events (fee-signed, AUM over X)
- Server-side conversion API pushes these back with fee value
- Meta/Google bid strategies set to Value, not Leads
- Custom columns in reporting show cost per HNW-client, not cost per lead
Impact
CPL rises 30-60%, cost per high-value client drops 40-70%.
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