| Channel | Spend | Leads | CPL | AUM Influenced | ROAS |
|---|---|---|---|---|---|
| Digital Paid | $180,000 | 420 | $429 | $87M | 483x |
| Content/SEO | $120,000 | 310 | $387 | $62M | 517x |
| Events | $240,000 | 180 | $1,333 | $104M | 433x |
| PR | $95,000 | 140 | $679 | $41M | 432x |
| Direct/Referral | $85,000 | 290 | $293 | $46M | 541x |
| TOTAL | $720,000 | 1,340 | $537 | $340M | 472x |
growth in new AUM target from 2025 to 2026 — and why marketing must contribute more than awareness.
Turn every existing client into a channel. Structured touchpoints, incentive design, digital sharing tools.
Content and SEO to reduce advisor cost-per-appointment. Thought leadership at scale.
Three high-net-worth prospect events per quarter. Intimate, advisor-hosted, conversion-optimized.
Quarterly allocation across five integrated channels. $1.2M total annual investment.
Aided awareness, net promoter score, share of voice, brand search volume
Search volume trends, content engagement, site dwell time, form starts
Qualified appointments, cost per AUM meeting, conversion-to-client rate
AUM influenced, client lifetime value, marketing-attributed revenue
Established digital presence — rebuilt site, launched content programme, first paid campaigns.
Launched referral programme — 28% of new clients came via structured client referrals.
Event programme drove $87M AUM — 12 HNW dinners, 180 qualified prospects, 41% close rate.
14 years financial-services marketing. Former VP Marketing at Sentinel Advisors. Built three AOR relationships from zero.
SEO and paid-search specialist. Scaled three fintech brands. Google Ads certified, HubSpot expert.
Former event director at luxury hospitality group. Designed and executed 40+ HNW client experiences.
Data scientist. Built multi-touch attribution models for three wealth-management firms. Python, Tableau, GA4.
Contact
Helena Marsh
helena.marsh@meridianagency.com