What attribution model should financial advisers use?

Quick answer

What attribution model should financial advisers use?

Data-driven attribution (Google) or Metas 7-day click/1-day view, with offline events imported. Last-click undervalues awareness; first-click undervalues closers.

Options

- Data-driven (Google Ads, GA4): ML-weighted - 7-day click / 1-day view (Meta default) - Position-based (40/20/40): good balance manually

Reality

Financial advice cycles span 30-120 days; longer attribution windows and offline events matter more than picking the "perfect" model.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.