How Propel Collective Delivered $800k in Customer Lifetime Value for a Financial Advisor
Propel Collective's targeted paid search campaign put the financial advisory firm in front of the buyers it couldn't reach through referrals alone.
Propel Collective
Success Metrics Snapshot
- Pipeline Generation: 20 qualified leads in 6 months
- Return on Ad Spend: 2:1 ROAS on a $4,000/month paid search budget
- Revenue Impact: $40,000 in net new annual revenue
- Long-Term Value: $800,000 in projected additional customer lifetime value (LTV)
The Client & The Challenge
Monroe Wealth Management is a financial advisory firm that helps current and former tech employees secure the financial future they worked so hard to build. For the last 8 years, their new business pipeline was almost entirely from existing client referrals and Google reviews, and that ceiling was preventing the firm from exceeding its minimum growth targets.
The firm needed to grow more aggressively, but didn't know how. After engaging Propel Collective for a small business marketing strategy assessment, we identified that the actual problem was narrow and fixable: Monroe Wealth Management was effectively invisible on Google. Its search visibility was so weak that it was only surfacing for the word "planner," which placed them largely under public transportation planning results. To anyone searching for financial advice, Monroe Wealth Management was invisible.
How This Affected Their Business
With referral volume flat and market conditions tightening in early 2026, Monroe Wealth Management's growth trajectory was at real risk. The firm had the right services for its audience, but no way for that audience to find it outside their existing network.
How We Fixed It
Propel Collective diagnosed the root cause as a combination of weak technical SEO and a website that was outdated and unclear about what Monroe actually did for its audience. Fixing the underlying site and positioning was the right long-term move, but that work takes a significant amount of time, and Monroe needed visibility immediately, on the site it already had.
While we worked to rebuild their website, we executed a separate strategy to get the firm to the top of Google's search results:
- Audience and Region Targeting: Identified the specific tech-employee segments and operating regions where Monroe's services were the strongest fit.
- Campaign Build and Launch: Built and launched targeted Google Ads campaigns against that audience at a budget of $4,000 per month.
- Baseline and Measurement: Ensured all marketing measurement was in place to track leads, determined the day one-baseline metrics, then monitored ROI and revenue over a six-month window
The Results
Measured over six months against the day-one baseline:
- Pipeline Generated: 20 qualified leads from a channel where they were invisible
- Spend Efficiency: 2:1 return on ad spend (ROAS)
- Revenue Realized: $40,000 in net new annual revenue
- Projected Client Value: $800,000 in additional customer lifetime value (LTV)
Monroe Wealth Management came to Propel Collective with a specific problem: a need to grow faster, but not knowing how. A narrower engagement with an AI-first or volume-based marketing agency would have taken that brief at face value and simply hammered paid search until the budget ran out or the client pulled the plug because they didn't see any new revenue.
Propel Collective's diagnosis went further: the firm wasn't failing to convert demand, it had no visibility to begin with. We came to this realization by sitting with the business owner and taking time to understand what the firm actually does, something we make sure we do with every one of our clients as we assess their marketing needs.
Because of this strategy's success, Monroe Wealth Management has continued the relationship with Propel Collective as a retainer client to continue managing its paid advertisingand expanding to include content strategy and a custom website build.
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Disclaimer: Case studies reflect real, historical results achieved for a specific client. Propel Collective does not guarantee specific revenue, return on ad spend, or lead volumes, as performance relies on unique baseline metrics, industry competitiveness, and platform algorithm changes.