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.
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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.
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