Cutting cost per qualified lead 90% at a wealth management firm
The problem
A qualified lead cost roughly $30,000. In a business where every relationship starts with skepticism, the acquisition math simply didn't work at scale.
Constraints
- A regulated category — every claim reviewed before publication
- A small, wealthy, hard-to-reach audience
- Long trust cycles before any money moves
- Heavy dependency on external agencies
What I did
- Brought paid media in-house and rebuilt campaign structure around lead qualification, not volume
- Repositioned marketing internally as an acquisition engine — awareness in service of qualified pipeline, not the other way around
- Mapped every channel to a funnel stage (Lead → SQL → SAL → Client) so each asset had one measurable job
- Segmented nurture journeys by investor profile and intent stage
- Introduced AI-assisted multilingual production (EN/AR/FR), cutting asset production time ~50%
What I'd do differently
[Placeholder — one honest paragraph from Joel]