Invite only workshop
How to make Meta ads work profitably for your financial services firm
A private live online educational workshop for marketing teams at financial services firms with $10M to $2B in annual revenue.
Limited to 50 firms per session. Your request will be reviewed manually before an invite is sent.
Requests close Wednesday, October 21, 2026
Bonus for live attendees
Why invite only?
#641 in 2026Sound familiar?
We hear the same things on almost every call with a new firm.
“Meta isn't a big channel for us yet. We know the opportunity is there, but our team is already busy running Google.”
“Some of our ads work, most don't. We're running a small budget and don't know how to scale it.”
“Meta leads don't convert like our Google leads. People on Meta aren't out there looking for us.”
“We don't want to spend $50K and end up with 10 qualified leads.”
“Our sales team spends too much time on people who don't meet our minimums.”
“Our best ads stop working, and we can't make new ones fast enough to keep up.”
If any of these sound familiar, this workshop is for you. We'll show you how financial firms like yours solved each one, so you don't have to figure it out through trial and error.
About the workshop
What would you learn if you spent $10M+ on Meta ads for financial services firms? We did. In this workshop, we'll share our top lessons with you.
The 4 systems behind profitable Meta ads for financial services
A working session on what we've learned running Meta ads for 200+ financial services firms. You'll leave knowing how to get more qualified appointments from every dollar you spend.
Solves: spend limits
The problem: Most firms only chase the small group already shopping. Push the budget higher and costs climb while results stall.
What you'll learn in the workshop: Our approach to reaching the much bigger market that isn't shopping yet, so you can raise your budget without hitting a ceiling. Plus when to go nationwide, local, or both.
Solves: special ad category limits
The problem: The special ad category strips away most of your targeting. Generic brand ads get scrolled past, and the wrong people fill out your forms.
What you'll learn in the workshop: How we build ads that pull in the right buyers and turn away the wrong ones, so Meta finds your best prospects even when you can't pick them.
Solves: ad fatigue
The problem: A winning ad works for a few weeks, then wears out and results drop. Your team scrambles for new creative while compliance slows everything down.
What you'll learn in the workshop: The process we use to keep fresh, compliance friendly ads coming, so a new winner is always ready before the old one fades.
Solves: rising costs as you scale
The problem: It's hard to know what to scale and what to cut. Budget gets wasted, and bad leads teach Meta to find more bad leads.
What you'll learn in the workshop: How we set targets from your real numbers, and the simple rules we follow for when to cut, scale, and retarget, so every new dollar works as hard as the first.
Charts are simple illustrations of each idea, not guarantees of results.
Plus much more, including:
Results
Real accounts and real numbers from financial services firms running Meta ads with Clients Blackbox. All inside the special ad category, with the same limits you deal with.
1 advisor to 20 in 3 years, no branch offices, no other agency in the account
They started us at $3,500 a month. 3 years later they spent $510,000 in a single month, and they paid for every one of those increases out of the profit the ads made. Nobody wrote them a check to scale. The campaign funded itself, and the cost per appointment held while the budget went up 145 times.
7 months, February to August 2026
From their first 3 months to their latest 3, we grew their ad spend by 39%. Appointments grew by 63%, and cost per appointment dropped 15%. More budget brought in more meetings, at a lower cost each.
First 3 months (Feb to Apr) vs. latest 3 months (Jun to Aug) of 2026.
In their own words
“We just passed the 90-day mark of working together and our advisors have already closed over $6 million in new client assets.”
“We experimented with a few other companies and working with Alex has been really the only path that has worked for us.”
“We have never once had a meeting generated from Clients Blackbox where someone was off message. Every person that we talked to knew who we were, what we do, and why they were there.”
“These conversations are with pre-retirees and retirees who show up, they're prepared, and are actively looking for guidance. At $107 per visit at this quality, it's really hard to beat.”
“Really, really good leads, strong closing percentage, especially from the guys that do the ads.”
“They filled our calendar in a short period of time with highly qualified prospects, and delivered on time and within expectations every time.”
For the first time ever, we're teaching the strategies behind our results. Don't miss out.
Quick math
Every month you run the wrong campaigns, you pay more for every lead than you need to. Type in your numbers and see what a lower cost per lead is worth to your firm.
Most firms never find out how much they are overpaying, because the ads still bring in some leads. The workshop costs you nothing but 45 minutes. If it helps you lower your cost per lead even a little, it pays you back every single month after.
Example only. Your results will depend on your firm, offer, and market.
Who's invited
Not for agencies, freelancers, or vendors.
Industries
About Clients Blackbox
Financial services is the only industry we serve. We've produced 5,000+ ads for 200+ financial services firms, and we treat every ad account like it's our own money.
How we work differently
Most agencies are generalists who learn your industry on your budget. We only do one thing: Meta ads for financial services. Our creative is built to clear compliance the first time, one senior strategist owns your whole account, and we judge success by your cost per qualified lead, not by clicks or cheap leads.
Ever been frustrated by agencies that:
We built Blackbox to be the opposite.
We review 4,000 to 5,000 applicants for every person we hire. The people running your account are the ones who made it through.
You won't spend weeks teaching us how compliance works. We've already worked with hundreds of compliance teams.
6 senior specialists on your account: strategy, media buying, copy, video, marketing tech, and project management.
From first ad to new client
One connected system, built and run by one team, so nothing leaks between the first ad and the signed client.
An extension of your marketing team
Marketing leaders bring us in as Meta ads specialists. We add the bandwidth your team needs to unlock this channel. We've already done it for 200+ financial services firms, so you skip the time and money of trial and error.
FAQ
A free, 45 minute live online session, followed by live Q&A. We share the 4 systems we use to run profitable Meta ads for financial services firms, and the biggest lessons from $10M+ in ad spend.
Anyone in marketing at a financial services firm, from CMOs and Directors of Marketing to the managers and specialists who run your ads. Firms should have $10M to $2B in annual revenue. That's revenue, not AUM.
Yes. There is no cost to attend for qualified attendees.
No. It's an educational working session. You'll leave with proven Meta ads playbooks for financial services that your team can use right away, whether or not you ever work with us.
Fill out the short form. Your request will be reviewed manually before an invite is sent, and you will hear back within 2 business days. If approved, you get a private link and calendar invite.
Yes. Anyone from your company is welcome. Please don't share the invite outside your company.
Yes. Many firms in our space are new to Meta. You'll learn what works before you spend your first dollar.
Yes. We'll show how to reach the right people even when Meta limits your targeting options.
Live attendees get the full recording and our AUM Customer Acquisition ROI Calculator as a bonus.
Agencies, freelancers, and vendors. This session is only for financial services firms.
Invite only workshop
A free, 45 minute workshop plus live Q&A on the 4 systems behind profitable Meta ads for financial services. For marketing teams at firms with $10M to $2B in annual revenue.
