Halfcrown Wealth
A compliance-approved paid search programme cut the cost of a booked consultation by 43% and filled advisers' diaries with qualified enquiries.
- Industry
- Financial advice
- Year
- 2023
- Cost per consultation
- -43%
Halfcrown Wealth
Financial advice
-43% cost per consultation
- Cost per booked consultation
- $296
- Consultation to client rate
- 31%
Halfcrown Wealth advises clients with at least $250,000 to invest. Every ad, landing page and headline needed compliance sign-off, and most enquiries came in well under the minimum. Paid search spend was rising while the advisers’ diaries stayed half empty.
What we built
- A pre-approved copy library of 240 headlines and descriptions, cleared by compliance once, then rotated through Google Ads without a fresh review每 time.
- A qualifying enquiry form that asks about investable assets before the calendar opens, so advisers only see bookings they can serve.
- Offline conversion tracking that sends booked, attended and signed outcomes from the CRM back into Google Ads, so bidding learns from clients rather than form fills.
What it produces
Cost per booked consultation sits at $296, down from $520. 31% of those consultations become clients, and compliance reviews new search copy once a quarter rather than weekly.