How do I measure ROAS for financial adviser campaigns?

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.

ROAS layers

1. Ad ROAS (spend / first-year revenue): target 3-5x 2. Client ROAS (spend / LTV): target 12-20x 3. 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.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.