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Advisor Marketing ROI Calculator

Last updated: October 2026

Cost per lead only tells part of the story. Enter your own monthly numbers to see what each booked appointment, show and new client actually costs you, and your return on ad spend.

Cost per lead
$15
Lead → booked rate
25%
Cost per booked appointment
$60
Cost per show
$86
Clients per month
1.1
Cost per client
$286
ROAS (revenue ÷ spend)
4.2x

Calculated only from the numbers you enter. Nothing is saved or sent.

Where the numbers usually leak

Most of the gap between leads and clients sits in follow-up: slow first response, no reminder before the appointment, and no record of which campaign a client came from. Improving lead → booked and show rate lowers cost per client without raising ad spend.

AdvisorApex tracks these numbers automatically, from ad click to booked review to client. Book a demo

Related: CASL guide for advisors · Advisor growth resources

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