Measurement
How do I measure ROAS for financial adviser campaigns?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I measure ROAS for financial adviser campaigns?
Map ad spend to first-year revenue (initial fee + 12 months trail), then to LTV (5-7 year client tenure). Target 3-5x first-year ROAS for sustainable growth.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
ROAS layers
- Ad ROAS (spend / first-year revenue): target 3-5x
- Client ROAS (spend / LTV): target 12-20x
- Payback period: 6-14 months typical
Attribution
Use server-side Conversions API (Meta) and offline conversion imports (Google) to pass booked-fee events back to platforms - this typically lifts reported ROAS 30-50% once platforms optimise on revenue rather than lead volume.
Was this useful?
Related questions
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 15…
How do I track phone leads from Google Ads?
Use Google call extensions with Google forwarding numbers, enable call conversions, and pipe call recordings to a CRM log for quality review.
What is LTV for a UK financial adviser client?
Typical LTV is 6,000 18,000 pounds for mass affluent and 25,000 80,000+ pounds for HNW over a 5 8 year client tenure, combining initial fee + ongoing AUM perce…
What is offline conversion tracking for financial advisers?
Offline conversion tracking imports real client events (fact find held, client signed) from your CRM back to Meta/Google so their algorithms optimise for clien…
How do I test ad creative with statistical significance?
Run 2 4 creatives per ad set for 14 21 days, target 95% confidence using a CPL calculator, judge on downstream conversion, not just CTR or CPL.