WhitePaper
Digital Media Lead Generation
in Wealth Management
A Ten-Year Retrospective (2015–2025) and Five-Year Outlook (2026–2030).
For Executives at RIAs, Broker-Dealers, Aggregators, and Enterprise Wealth Platforms.
January 2026
Built With Multi-Modal AI Workflow
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Directional paid media benchmarks across the channels wealth firms actually use (Google Search, Meta, LinkedIn, YouTube/CTV, Streaming/CTV).
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Funnel economics ranges from lead → meeting → client, including how weak meeting rates quietly destroy ROI.
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Audience segment breakdowns with platform fit, expected CPL ranges, and “what works” by life stage.
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A practical outlook (2026–2030): what to expect as targeting signal degrades and first-party data becomes decisive.
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An action roadmap + test backlog to prioritize experiments that move CAC, not vanity metrics.
What's Inside
This report isn’t trends—it’s a benchmark tool to spot funnel leaks and prioritize what to test next.
Inside the report:
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Channel mix shift (2015–2025): How rising costs and weaker targeting changed where budgets perform.
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Benchmarks by channel: Directional CPM/CPC/CVR/CPL (where available) to sanity-check performance.
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Funnel benchmarks: Lead → meeting → client conversion ranges and implied CAC to pinpoint where ROI breaks.
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Segment playbooks: What works by audience (pre-retirees, women in transition, business owners/HNW, next-gen inheritors).
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Forecasts + confidence: What’s likely to change through 2030, with confidence levels to guide bets.
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A few benchmarks you’ll see inside :
Here are a few directional Wealth Management benchmarks from the report—meant to give you a fast “sanity check” on whether your current performance is in-range, and where the biggest efficiency wins typically hide.
~$3.46 CPC, ~2.55% CVR, ~$83.93 CPL
What it tells you: Search is still the “high-intent” channel—but small swings in conversion rate can make CPL explode, so landing page + form + follow-up matter as much as bids.
Google Search
Implied client CAC ranges from ~$600 to $25,000+
What it tells you: Most “marketing ROI” problems are really funnel problems—one weak step (lead→meeting or show rate) can 10× CAC even if CPL looks fine.
Funnel Metrics
~0.56% CTR and ~$2.59 CPC
What it tells you: LinkedIn is rarely the cheapest channel—it’s a precision tool. You use it when audience quality and targeting control outweigh raw CPL.
~$13.57 CPM, ~$1.88 CPC, ~8.78% CVR, ~$21.98 CPA
What it tells you: Meta can generate low-cost volume, but quality is highly sensitive to audience targeting, offer framing, and speed-to-lead—cheap leads don’t automatically become booked meetings.
Meta Lead Gen
GPT Pro — Prompt Architecture
Designed the full prompt pack (scope, report structure, sourcing rules, and a skeptic module) to make the output rigorous, repeatable, and decision-grade.
Claude Opus 4.5 — Whitepaper Drafting
Generated the initial report narrative from the prompt—executive-style structure, clear sectioning, and synthesis across themes.
Gemini 3 Pro — Data Analysis
Used to sanity-check benchmarks, run comparative ranges, and pressure-test funnel economics assumptions and calculations.
Gemini Nano Banana Pro — Data Visualization
Produced the charts/tables layout and visualization concepts to make the benchmarks scannable and presentation-ready.
