ROI Calculator

Google Ads ROI for Financial Advisors: What to Expect

Based on industry data, financial advisor businesses can expect 376% ROI from well-optimized Google Ads campaigns. Here's how the math works.

Expected ROI at $5000/month Budget

$5000

Monthly Ad Spend

17

Leads/Month

5

Customers/Month

376%

Expected ROI

ROI Calculation Breakdown

Monthly Ad Spend$5000
÷ Cost Per Lead$285.75
= Leads per Month17
× Close Rate (30%)5 customers
× Average Job Value$4,760
= Monthly Revenue$23,800

At $285.75 CPL and 30% close rate, each new client costs $952 to acquire. With 1% AUM on $500K = $5,000/year ongoing revenue. Client acquisition costs are paid back in first year, with 10-20+ years of relationship ahead. Focus on qualified leads—one ideal client justifies months of advertising.

Factors That Affect Financial Advisors ROI

Increases ROI

  • • Higher conversion rate on landing pages
  • • Better keyword targeting (less waste)
  • • Strong follow-up process for leads
  • • Upselling to existing customers

Decreases ROI

  • • Broad match keywords without negatives
  • • Slow lead response time
  • • Poor landing page experience
  • • Not tracking conversions properly