Free live workshop
How we booked 30,000+ qualified appointments for financial firms
A free, live online workshop for marketing teams at financial services firms with $10M to $2B in annual revenue.
We review every application and send your private link within 1 business day.
Applications close Wednesday, October 21, 2026
What you get
Can't make it live?
#641 in 2026Results
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.
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
Solves: spend limits
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
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
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
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.
Who should apply
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.
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.
No. It is free.
Yes, please do. Share this page with a marketing leader at another financial services firm, and they can apply too.
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 application. We review every application to keep agencies and vendors out, and you will get your private link and calendar invite within 1 business day.
Yes. Anyone on your marketing team is welcome. Each person should apply with their work email.
Yes. Everyone who applies gets the full recording. Live attendees also get our AUM OS ROI Calculator.
Free live 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.
