Reporting
How do I prove marketing ROI to a financial adviser partner?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
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.
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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.
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