Legacy Financial Partners

How Legacy Financial Partners got 5 clients in 31 days with a lead funnel

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Project Overview:

  • Legacy Financial Partners is a company based in Australia that helps business owners plan for a stress-free retirement. They are well-established in providing comprehensive financial and retirement planning services and want to expand their company by attracting more clients through digital lead generation.
  • We made a lead funnel to generate high-quality leads, drive booked calls, and convert prospects into clients

The Funnels: Lead ads presentation funnel

Click here to read the squeeze page copy

Click here to read the landing page

We created a streamlined lead funnel using Facebook Lead Ads that offered a compelling FREE 30-minute Retirement Consultation. This funnel addressed the pain points of business owners approaching retirement and guided them toward taking action.

The Result:
Calculated 32 days after launch.

  • Amount Spent on Ads: $1,680
  • Number of leads: 85
  • Number of Leads Who Booked Calls: 27
  • Total Clients Signed: 5

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