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A group of financial brokers found themselves stuck in a rut with their Facebook Ads, unable to generate the high-quality leads they needed to grow. Despite pouring resources into multiple campaigns, their conversions remained stubbornly low, and the cost per lead soared beyond what they’d budgeted—leaving them with a pool of prospects who rarely turned into clients. Their ads were missing the mark, lacking the precision targeting and creative punch to connect with their audience, which led to wasted ad spend and a growing pile of missed opportunities.
Knugget stepped in to overhaul the financial brokers’ approach, starting with a refined targeting strategy that zeroed in on individuals with specific needs like retirement planning, investment options, and tax optimization. We designed personalized ad creatives that spoke directly to these pain points and goals, while optimizing lead forms to collect detailed upfront data—ensuring only pre-qualified leads made it through. By leveraging real-time campaign data, we continuously tested and tweaked the ads, boosting their relevance and effectiveness for the right audience.
After just one month, our campaign delivered 57 high-quality leads for the financial brokers, transforming their lead generation game. With a total ad spend of $2,447.17, we achieved a cost per lead of $42.93—a stellar ROI that marked a dramatic shift from their earlier struggles. The brokers now had a robust pipeline of qualified prospects ready for follow-up, thanks to the winning combo of targeted ads, streamlined lead capture, and ongoing optimization that made this campaign a standout success.
These financial brokers had once thrived, riding a wave of high demand for their expertise, but after a period of steady growth, their momentum fizzled out, leaving them struggling to regain traction. Their biggest hurdle was attracting high-paying B2B clients who could restore their edge in a competitive market. Without a clear strategy to re-engage their audience, they were losing ground fast, unable to convert interest into the premium leads they needed to get back on top.
Knugget jumped in with a full arsenal of tailored services to reignite the financial brokers’ growth. We built a custom funnel from scratch, targeting a cold audience based on past performance data and our own research, nurtured through email prospecting, and converted at the top of the funnel with paid advertising (running 3 ad sets at $30/day, scaled up as results rolled in). We boosted visibility with SEO to draw organic traffic, crafted short-form video content to grab attention, optimized their website for conversions, and deployed AI-powered automation to streamline lead generation—ensuring every move was data-driven and built for their niche.
In a short sprint, our multi-service approach delivered a high volume of leads, putting the financial brokers back in the driver’s seat with a revitalized business. With an average cost per lead of just $26.59—a standout in the industry for such premium B2B prospects—they gained a winning ad set that ran like clockwork, poised for autopilot scaling. The low CPL freed up budget to fuel other funnel stages, cementing a foundation for sustained growth and a triumphant return to market leadership.
A financial broker, weary of the 9-5 grind, took a bold leap by starting a marketing agency to drum up business through Facebook Ads—but hit a wall with no past data and a tight advertising budget. The mission was clear yet daunting: secure high-ticket agency leads to make the venture viable, all without a roadmap from previous campaigns. Limited resources and a lack of historical insights made it a steep climb to attract the premium clients needed to turn his dream into reality.
Knugget tackled this blank slate with a full suite of tailored services, building a custom funnel from the ground up to target cold audiences and drive results fast. We launched a paid advertising CBO campaign with 3 ad sets, testing large audience pools to let Facebook optimize, while rolling out short-form video content and fresh ad copies to hook potential clients. We paired this with SEO to build long-term visibility, a website optimization overhaul for conversions, email prospecting to nurture leads, and AI-powered automation to scale efficiently—all rigorously tested over four weeks to nail the winning formula.
From October 14, to January 11, our all-in approach hauled in 106 leads for the financial broker’s fledgling agency, proving the pivot was a win. With a total ad spend of $5,017, we hit a lean $47 CPL—a stellar outcome for high-ticket prospects that set the stage for growth. This campaign didn’t just deliver numbers; it handed him a scalable system to keep the leads coming, turning a 9-5 escapee into a thriving agency owner with a solid foundation for success.
A team of financial brokers was hitting a wall with their online advertising, unable to generate a steady stream of leads through Facebook Ads despite their best efforts. The leads they did get were inconsistent in quality and volume, driving up their cost per lead (CPL) to unsustainable levels and leaving them frustrated with lackluster campaign performance. Without clear targeting, compelling messaging, or a cohesive strategy, they were losing ground—and revenue—fast, desperately needing a revamp to attract the relevant, affordable leads their business demanded.
Knugget overhauled their approach with a full-spectrum strategy, starting with paid advertising on Facebook, where we sharpened targeting to hit demographics tied to retirement planning, investments, and wealth management, paired with short-form video content to spotlight their personalized services. We amped up their website optimization for seamless conversions, rolled out email prospecting and retargeting ads to re-engage prospects, and used AI-powered automation to fine-tune performance in real time. Meanwhile, SEO efforts boosted their organic reach, ensuring a multi-channel attack that delivered measurable impact.
In just one month, our optimized campaign turned the tide, delivering 189 leads at a razor-sharp $22.08 CPL—all within a $4,173.12 budget that blew past the financial brokers’ expectations. Lead quality and quantity soared compared to their prior struggles, establishing a consistent flow of prospects ready to engage. This powerhouse result, driven by precise targeting and creative finesse, handed them a scalable lead machine that kept costs low and growth high, cementing their path to dominance.