Reporting
How do I track ROI on my financial advice marketing?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I track ROI on my financial advice marketing?
Connect every lead to a gclid/fbclid at capture, track it through CRM to client-won, feed that back to the ad platform as an offline conversion, and report in cost-per-client and revenue-multiple. Form-fill CPL alone is a vanity metric.
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The right metric ladder
- Cost per click (CPC) — diagnostic only.
- Cost per lead (CPL) — surface-level.
- Cost per qualified lead (CPQL) — better.
- Cost per booked meeting — strong.
- Cost per client won — the gold standard.
- Revenue multiple on ad spend — what the board cares about.
How to instrument it
- Capture gclid and fbclid on every form.
- Pass into CRM as custom fields.
- Push CRM stage changes back as offline conversions.
- Rebuild ad-platform reports on "client won" as conversion action.
- Layer in GA4 and server-side tracking for attribution.
Typical targets
- Cost per client: 3 to 8% of first-year revenue.
- Revenue multiple: 5x to 15x within 24 months.
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