Measurement
How do you measure marketing ROI for a financial advisory firm?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do you measure marketing ROI for a financial advisory firm?
Track new-client revenue (first 12 months + projected LTV) divided by total marketing spend. A healthy UK IFA achieves 3-6x revenue-to-spend in year 1 and 8-15x on 5-year LTV.
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Marketing ROI for a UK IFA should be measured two ways: Year 1 revenue/spend (should be 3-6x for a mature account) and 5-year projected LTV/spend (8-15x). This requires CRM discipline on client revenue attribution and a credible LTV assumption (typical 0.75% ongoing charge on AUM over 7-10 years). Platinum Prospects models this in the Financial Client Acquisition Model framework.
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