Sterling Wealth Advisors: 165% More Qualified Consultation Leads

Client

Sterling Wealth Advisors is an independent financial planning and investment advisory firm serving mid-career professionals and small business owners.

Business Challenge

Financial services ads face tighter platform restrictions and lower default trust than most categories. Sterling's earlier "book a free consultation" ads generated clicks but very few serious, qualified leads.

Marketing Strategy

• Compliant Meta Ads campaigns built around educational lead magnets (retirement & tax-planning guides)
• A two-step funnel: value-first content before any consultation ask
• Lookalike audiences built from existing client profiles
• Retargeting sequences nurturing leads across a longer consideration window
• Qualifying questions embedded in the lead form to filter serious prospects

Campaign Execution

Top-of-funnel content ads ran first to build a warm retargeting pool, with consultation-booking ads introduced only to engaged users 10–14 days into the sequence.

Optimization

Lead quality was tracked back to actual booked and completed consultations, not just form fills, and creative was adjusted monthly based on which content topics produced the highest-quality leads.

Results