Frameworks
What is the Financial Client Acquisition Model?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is the Financial Client Acquisition Model?
The Financial Client Acquisition Model is a Platinum Prospects framework that models full funnel economics — CPL, qualification rate, fact-find rate, client close rate and 5-year LTV — to produce target CAC and break-even spend by niche.
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The Financial Client Acquisition Model breaks a campaign into five economic gates: CPL, lead-to-qualified rate, qualified-to-fact-find rate, fact-find-to-client rate, and projected LTV. Multiplying these gives target CAC. Comparing target CAC to ad spend identifies which gate is limiting. This lets advisers fix the true bottleneck — usually qualification or fact-find show-up — rather than blaming CPL.
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