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https://clientsblackbox.com - Adam is a marketing director at a wealth management firm in the Northeast. In this review of his first 90 days with Clients Blackbox, he talks about his advisors closing over $6 million in new client assets, with more meetings still on the calendar.

His firm wanted to lower its cost of acquiring clients while improving its marketing process. They cut costs, but the pipeline dried up.

They'd worked with other marketing agencies before Clients Blackbox. What stood out to Adam was our process for generating, qualifying and nurturing prospects instead of simply generating leads.

It took nearly a year for his firm to act. Within 90 days of launching, they'd closed over $6 million in assets from new clients.

Clients Blackbox specializes in Meta advertising for financial services.

We build and manage Facebook and Instagram advertising campaigns for wealth management firms, registered investment advisors (RIAs), banks, credit unions, insurance companies, lenders and fintech companies.

Over the years, we've managed more than $12 million in Meta ad spend for financial services firms. More than 250 financial firms have worked with us. We've run over 5,000 ads, generated more than 40,000 appointments and built a pipeline representing well over $60 billion in assets. In 2026, Clients Blackbox ranked #641 on the Inc. 5000.

The challenge with financial services advertising isn't getting someone to click an ad.

It's building enough trust for someone to talk to a company about their retirement, investments, mortgage, business banking, insurance or another major financial decision.

That's why we don't just manage an ad account. We build the client acquisition system around it.

First, we define the ideal customer. That could mean their life stage, investable assets, deposit size, net worth, financial situation, the decision they're trying to make or the problem they're trying to solve.

Then we develop the message and creative. We handle the advertising strategy, scripts and production so the firm's internal marketing team doesn't have to become experts in Meta ads, direct-response copywriting and video production.

Our financial services ads typically lead with education. We explain something the prospect genuinely wants to understand, build trust and then give the right person an opportunity to take the next step.

That's important because your ideal customer probably isn't opening Facebook or Instagram looking for a financial advisor, bank, lender or insurance company.

They're scrolling.

Maybe they're five years from retirement. Maybe they're considering moving money to another bank. Maybe they're evaluating a mortgage, business loan, insurance policy or investment decision.

Good financial services advertising meets them there.

Then we build the funnel: landing pages, offers, lead qualification, appointment booking and follow-up.

The goal isn't to generate the largest possible number of financial services leads. It's to create fewer dead-end conversations and more qualified appointments with people who could realistically become clients.

From there, we manage and optimize the Meta campaigns. We look at where prospects drop off and improve that part of the client acquisition process.

We also work within the firm's compliance process, accounting for claims restrictions, disclosures and review requirements when developing the campaign.

Adam specifically points to the collaboration. We didn't force a rigid marketing system onto his company. We learned what they wanted in a client, identified the gap in their pipeline and built around it.

Clients Blackbox typically works with CMOs, marketing directors and growth leaders at wealth management firms, RIAs, banks, credit unions, insurance companies, lenders, fintechs and other financial services companies.

Many operate nationally and generate between $5 million and $100 million in annual revenue.

We're built for financial services firms that want one partner responsible for moving prospects from a cold audience to qualified opportunities through Meta advertising, creative, funnels, lead generation, qualification, follow-up and optimization.

Adam says something in his review that's more valuable than any metric we could put here: he almost didn't want to put Clients Blackbox on other people's radar.

He thought he'd found a gem and didn't necessarily want everyone else knowing about it.

This client review answers a few important questions: Can Meta ads work for financial services? Can Facebook and Instagram ads generate qualified leads for wealth management firms and RIAs? Can paid social generate new assets under management? And what should a financial services marketing agency actually do beyond running ads?

For Adam's firm, the first 90 days resulted in more than $6 million in new client assets closed, with additional meetings still in the pipeline.