Most advisory firms that try Meta ads fix the wrong thing. See what actually drives qualified appointments before you plan for 2027.
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Most RIAs judge Meta ads on the wrong things. Is $300 an appointment expensive? Is a low show rate the ads or the follow up? Should you cut a campaign after a few thousand dollars, or is it just getting started? Without the right context, it is easy to kill the wrong campaign.
Clients Blackbox has booked over 30,000 appointments for advisory firms on Facebook and Instagram.
In this workshop, founder Alex Khassa walks through the 6 reasons Meta ads fail for RIAs: not spending enough, weak ads, leads below your minimum, prospects off message, no shows, and no intent to hire. For each one, you will see the fix we use and real examples from client campaigns.
Whether you are testing Meta for the first time, fixing a campaign that stalled, or planning 2027, you will leave knowing which numbers matter and what to do next.
Firm owners and marketing leaders on what changed after they started attracting new clients with Meta ads.
How a $1B+ Pennsylvania RIA with 12 advisors grew with Meta ads.
David B., Co-founder
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Why every intro call now starts from alignment instead of explanation.
Dr. Sam M., Founder, nationwide retirement income firm
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How one firm's marketing team used local ads to attract new clients.
Adam B., Director of Marketing
Watch NowBook a 15 minute intro call. We will map out how many qualified appointments you could get, what each would cost, and how fast you could go live.
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