How do I prove marketing ROI to a financial adviser partner?

Quick answer

How do I prove marketing ROI to a financial adviser partner?

Report on booked-fee revenue, not leads. Show CAC by channel, pipeline by stage, and 12-month LTV projection. Update weekly, not monthly.

Partner-friendly dashboard

- Spend, leads, SQLs, consultations, clients - CAC by channel and by adviser - Pipeline velocity (stage-to-stage days) - 12-month LTV projection - Payback period

Cadence

Weekly 15-minute review; monthly strategy review. Quarterly, pressure-test LTV assumptions.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.