The Client
Haywood Wealth Management is a financial advisory firm in Texas that helps people plan for retirement: retirement income, investment management, tax planning and estate planning. We run their Meta Ads and YouTube ads, which have produced 3,700+ webinar registrations and leads at about $22 each since October 2025.
The firm's main offer is a free educational webinar on tax planning across the four stages of retirement. It gives pre-retirees a low-pressure first step, and it gives the firm a room full of people who already care about the topic.
"About $39 a lead before us. About $22 since. 3,700+ registrations and leads."
The Challenge
Meta Ads for financial advisors comes with real constraints:
- A careful audience. Pre-retirees are cautious with money and wary of sales pitches. The ads have to educate, not promise.
- Strict advertising rules. Financial services ads can't make return claims or guarantees, so the message has to stand on education and trust.
- The right age group. Most of the value sits with people in their late 50s and 60s, and the ads have to reach them without wasting budget on everyone else.
- Registrations are only the start. A webinar sign-up has to turn into a conversation, so the firm needs to know which registrants become prospects.
What We Built
1. A webinar funnel tracked on real registrations
Every webinar campaign optimizes for one event: a completed webinar registration on the firm's registration page, sent to Meta through the pixel. Meta also receives a signal when the firm marks a registrant as a prospect, so it can learn what a good registrant looks like.
2. A prospecting campaign for pre-retirees
Retirement Planning Webinar Prospect Campaign - LPA launched in January 2026 and became the account's main campaign, with 2,300+ webinar registrations.
3. A scale campaign and a remarketing campaign
In March 2026 we added ABO Scale Campaign - LPA to give the best ads their own budget, and in April Remarketing Campaign - LPA, for people who had already visited the firm's website or engaged with it on Instagram. The scale campaign has brought in 1,000+ registrations.
4. Instant-form leads and social proof
Before the webinar launched, we tested an instant-form lead campaign in November 2025 (90+ leads) and a social proof campaign that put the firm's best posts in front of 80,000+ people.
5. YouTube to build the audience
On Google Ads we ran YouTube Subscriber Campaign - LPA, a Demand Gen campaign that added 7,800+ subscribers to the firm's YouTube channel at about 36 cents each, across 740K+ impressions.
6. Daily Optimization via Ad Campaign Concierge™
Every campaign is reviewed every business day through Ad Campaign Concierge™, our proprietary optimization system: creative, audiences, budgets and cost per registration.
The Results
The numbers below are registrations and leads from our Meta campaigns, October 2025 to early October 2026.
- 3,700+ webinar registrations and leads: 3,600+ webinar registrations and 90+ instant-form leads.
- About $22 each, against about $39 a lead in the firm's largest Meta lead campaign before us.
- About 220 registrants marked by the firm as prospects so far.
- July 2026: 880+ registrations, the best month so far.
3,700+ Registrations and Leads Since We Started
YouTube: 7,800+ New Subscribers
- 7,800+ new subscribers to the firm's YouTube channel from May to September 2026
- About 36 cents per subscriber
- 740K+ impressions of the firm's videos
Key Takeaways
- Lead with education. A tax planning webinar gave cautious pre-retirees a reason to raise their hand without being sold to.
- Optimize for the registration, and pass back the prospects. Meta learns fastest from the action that matters, and the prospect signal tells it which registrants are worth more.
- Split prospecting from scaling. Giving the best ads their own budget in a separate campaign brought in 1,000+ registrations on its own.
- Build the audience between webinars. YouTube subscribers and remarketing keep the firm in front of people who aren't ready to register yet.
Frequently Asked Questions
How much does a webinar registration cost for a financial advisor on Meta?
For Haywood Wealth Management, about $22 per registration or lead across every campaign we have run since October 2025. Before us, the firm's largest Meta lead campaign paid about $39 a lead.
Do webinars work for financial advisor lead generation?
They did here. A retirement tax planning webinar gave pre-retirees a reason to sign up without being sold to. Our campaigns brought in 3,600+ webinar registrations from February to early October 2026.
How many registrations can a financial advisor's webinar get from Meta ads?
Haywood Wealth Management's registrations grew from 220+ in February 2026 to 880+ in July 2026, the best month so far. In total our campaigns have produced 3,700+ registrations and leads.
Can YouTube ads grow a financial advisor's channel?
Yes. A YouTube subscriber campaign we ran from May to September 2026 added 7,800+ subscribers to the firm's channel at about 36 cents each, across 740K+ impressions.
About This Campaign
Meta Ads for financial advisors, plus YouTube on Google Ads, built and managed with our proprietary Ad Campaign Concierge™ optimization system.
Industry: Financial Services (Wealth Management & Retirement Planning) Platforms: Meta Ads (Facebook and Instagram), Google Ads (YouTube, Demand Gen) Location: Texas Account Duration: October 2025 (still running today)
Registrations are completed webinar sign-ups reported to Meta by the pixel; leads are Meta instant-form submissions. Both are counted for our LPA campaigns only, October 2025 to October 4, 2026. Prospects are registrants the firm marked as prospects and reported back to Meta. "Before us" is the firm's largest earlier Meta lead campaign, an ebook offer in 2024. YouTube figures are channel subscriptions from our YouTube campaign, reported by Google Ads, and are not counted as leads. These figures describe advertising results only, not investment results. Figures are rounded down and in US dollars.