Estimate the leads, new clients, and long-term value your inbound program can generate. All figures in Canadian dollars (CAD).
The benchmark rates below drive the model. Fixed rates reflect conservative planning points from Canadian-sourced data and inSymmetry methodology. The channel-specific Lead-to-Client Rate is the primary conversion driver; it updates with the ad channel chosen in Section 2. Lead-to-Meeting and Meeting-to-Client rates are reference benchmarks only.
Move the sliders to match the advisor's budget, book, and outlook. Outputs update instantly.
Minimum $1,000/month. Above $2,500/month, inSymmetry adds a 20% management fee on the amount over $2,500.
Remainder funds retargeting ads. Recommended: 70% platform / 30% retargeting.
Client runs one channel at a time. Each channel has a different CPC, landing page conversion rate, and lead-to-client rate. If a channel misses targets, we switch.
Average AUM a new client brings. Drives revenue. INS planning benchmark: $500,000 CAD (FP Canada / ISS proxy data; no Canadian-specific published benchmark available).
Annual fee rate on AUM. Broadridge Canada 2024: typical range 50–125 bps. INS planning benchmark: 75 bps.
Period for the first-year cumulative ramp figures in Section 3.
Applies a ±20% sensitivity band to the channel Lead-to-Client Rate. Conservative = 80% of benchmark; Moderate = benchmark; Optimistic = 120%. The 20% band reflects a standard planning deviation — comparable to how market return forecasts account for investor confidence cycles.
How long the ad program runs before it is switched off. Most practices stop growth advertising once an internal target is reached. When the duration is shorter than a lifecycle horizon, new client acquisition and program cost stop with the ads, but clients already acquired keep paying advisory fees (retention-adjusted) through the remainder of that horizon. No post-program referral effect is modelled. Continuous matches the prior model behaviour.
Projected results based on your inputs and the assumptions above.
The program runs continuously, adding new clients each year at a consistent annual rate. Each tile totals the new clients, assets, and fee revenue collected within that period, measured against the program cost for the same period. Fee revenue counts only what is earned within each window — cohorts added later in the period generate fewer collected fees. Fee revenue and LTV per client are retention-adjusted at 95% annually (geometric decay: each cohort's year-over-year revenue is multiplied by 0.95 for each year active). Kitces 2024; Schwab RIA Benchmarking Study 2024. New Clients reflects gross acquisition before attrition.
Month 1 retargeting is excluded from ramp totals — a new program has no pixel audience at launch. Platform leads run from day one; retargeting contribution begins in month 2.
This tool estimates the financial return of an inbound lead generation program for a Canadian financial advisor running paid digital advertising. Enter your monthly ad budget, choose your ad channel, and adjust your client assumptions — the calculator builds a projection of leads, clients, and fee revenue from the ground up.
The model follows a channel-specific funnel: Your ad budget buys clicks at a Canadian-market cost per click. A percentage of those visitors complete the lead form on your landing page. Those leads convert to new clients at a channel-specific Lead-to-Client Rate — the primary conversion driver in this model. Meta, Google, and LinkedIn have different end-to-end conversion rates because they attract audiences with different intent levels: search traffic converts at the highest rate, LinkedIn's professional audience is mid-range, and Meta's interruption-based traffic converts at the lowest rate. Lead-to-Meeting (18%) and Meeting-to-Client (40%) are shown as reference benchmarks to provide context for the funnel, but they do not feed the calculation directly.
Retargeting: A portion of your budget is allocated to retargeting — showing ads to people who visited your landing page but did not fill out the form. These are warmer prospects and convert at a higher rate. The model caps retargeting leads at the number of non-converting visitors so the estimate stays grounded in actual traffic. Month 1 of a new program contributes no retargeting leads — there is no pixel audience at launch. Retargeting contribution begins in month 2 and runs at steady state thereafter.
Outlook modifier: The Conservative, Moderate, and Optimistic settings apply a ±20% adjustment to the channel Lead-to-Client Rate. Moderate reflects the benchmark planning case. Conservative applies where the advisor has limited follow-up systems or is early in the program. Optimistic applies where the advisor has strong lead response processes and a defined niche. The 20% band is a standard planning deviation — similar to how market return forecasts account for investor confidence cycles.
Lifecycle projections and Ad Program Duration: The 3, 5, and 10-year tiles show cumulative new clients, AUM, and fee revenue collected within each window. While the ad program is active, it adds clients at a consistent annual rate. The Ad Program Duration setting reflects how practices actually behave: growth advertising is typically switched off once an internal target is reached. When the duration is shorter than a horizon, program cost and new client acquisition stop with the ads, but every client already acquired keeps paying advisory fees through the remainder of that horizon, which is why value-to-cost ratios improve substantially at the longer horizons. No post-program referral effect is modelled, a conservative choice. Fee revenue and LTV per client are retention-adjusted at 95% annually — each cohort's revenue is discounted by a geometric decay factor reflecting the probability that each client remains active in each subsequent year. This is the most material conservative adjustment at the 10-year horizon (approximately a 20% reduction vs. assuming 100% retention). New Clients counts gross acquisition and does not reflect attrition. Industry sources: Kitces 2024; Charles Schwab RIA Benchmarking Study 2024.
All figures are in Canadian dollars. Channel CPC benchmarks are sourced from Canadian-market data (2025–2026) with financial services targeting premiums baked in. Conversion rates and program economics are sourced from North American industry research. Results are estimates, not guarantees.
Want to understand the definitions and benchmark assumptions behind this model? Ask your inSymmetry contact for the Data Definitions V1.3 and Benchmark Tables V1.3 reference documents — or, when this tool is published on our website, you will find PDF links here.
Disclaimer. This calculator is a planning tool that produces estimates based on industry-standard benchmarks and inSymmetry's modelling assumptions. It is not a guarantee of results. Actual performance varies with budget, market conditions, niche, audience, creative quality, advisor follow-up, and execution, and individual results will differ. Lifecycle fee revenue and LTV per client are retention-adjusted at 95% annually (geometric decay; Kitces 2024, Schwab RIA Benchmarking Study 2024); New Clients counts gross acquisition before attrition. Ramp period totals exclude retargeting in month 1, reflecting that a new program has no pixel audience at launch. Lifecycle projections accrue program cost and new client acquisition only while the ad program is active per the Ad Program Duration setting; fee revenue from acquired clients continues, retention-adjusted, through each horizon after the program ends, and no post-program referral effect is modelled. Meta CPC ($2.80 CAD) is a conservative planning benchmark derived from Canadian all-industry data (SuperAds.ai 2025–2026; AdAmigo.ai 2026) plus a financial services targeting premium; no Canadian advisor-specific Meta CPC data is published. Google and LinkedIn CPCs are sourced from Canadian-market benchmarks 2025–2026 with financial services premiums baked in; no separate urban centre multiplier is applied — urban market costs are a disclosure consideration only. All other benchmarks are sourced from US data converted at USD × 1.40 = CAD where no Canadian-specific data was available. AUM assumptions are derived from FP Canada 2024 and ISS Market Intelligence proxy data. All figures are in Canadian dollars and do not constitute financial, investment, tax, or legal advice. Lead capture is built on express opt-in consent for CASL compliance.