Case Study: LinkedIn Ads Targeting Financial Advisors

Chris Alexander
Chris Alexander
Digital Marketing Innovator
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A multi-affiliate asset manager retained HomeTree Digital’s digital advertising services to assist with their six-month LinkedIn brand awareness and lead generation campaigns. After establishing client goals, the teams worked together to enhance the firm’s presence on social media, better position their messaging and organic strategy. The target audience was financial advisors within the US and the distribution channel was LinkedIn. Projected numbers were assembled, and Key Performance Indicators (KPIs) were identified as traffic to website and contact gathering through form submissions. This included landing page form submissions and lead form ads through LinkedIn.


HomeTree Digital’s team of digital marketing innovators immediately developed a comprehensive LinkedIn sponsored strategy that included mapped out user journey layers, retargeting campaigns, an integrated landing page, and significant measurement of results. The LinkedIn tracking tag was installed, target audience criteria defined, and A/B Testing parameters set. HomeTree Digital worked closely with the asset manager’s Email Marketing agency and made recommendations on the follow-up emails required to adequately engage with the leads generated and nurture them through the sales funnel with the end-goal of converting them into a client. Throughout the entire campaign the team monitored the progress and worked closely with the asset manager to re-focus efforts on the audiences, messaging, and creative that provided the strongest results.

Weekly reports where produced that provided an in-depth analysis of the progress of the campaigns and if goals where being met, which kept the asset manager informed every step of the process and provided visibility of positive and negative outcomes along the way.


The campaigns ran for six months on a mid-level budget and served 839,856 impressions through Lead Generation focused LinkedIn Ads. The campaign also saw drove 4,452 unique visitors to the website and generated 108 qualified leads. During the same period the Brand Awareness campaign served 4,014,630 impressions and 34,764 unique users to the website. The Cost-Per-Click (CPC) had a 43% increase over projected numbers. The Email Marketing was not managed as part of the services rendered by HomeTree Digital.

For more details on the campaign, steps taken by HomeTree Digital to develop the strategy, or challenges you’re currently facing, please reach out to speak with an expert today. Past performance is not indicative of future results, but by leveraging industry best practices and experience you better position yourself to succeed and reach your digital marketing and sales goals.

About HomeTree Digital

HomeTree Digital is a full-service digital marketing agency for financial services. We specialize in branding & creative, videography, web & mobile development, integrations, automations, email marketing, social media marketing, paid advertising, SEO, and analytics. If you are facing challenges in any of these areas, please reach out to us for assistance.
HomeTree is defined as a wise resourceful home that provides knowledge, instills inspiration, encourages creativity and protects. While harmoniously connecting its residents through its branches and roots to the outer world. This accurately describes the approach we take when it comes to our clients. We believe in excellent customer service and prioritizing you. Our mission is to provide you with the know-how to succeed in this rapidly evolving digital world.

Chris Alexander

About the author

Chris Alexander is a digital marketing innovator at HomeTree Digital since 2020. He eats, sleeps, and breathes digital. His technical background, having studied Software Engineering at the Hellenic Mediterranean University in Crete, gives him a strong acumen for solving complex technical problems and a solid track record of project management. With a calm demeanor and an affinity for gaming design, he also balances his skills with newer generational videography, including AI-generated and text to speech technologies.

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