Hail Financial

1,377 financial leads from Facebook at only $2.32/lead

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Financial Planning Group

Hail Financial offers comprehensive financial planning services such as retirement income planning, tax planning, investment management, long-term care, insurance strategies, and estate planning.



Create a more effective lead generation system

Hail Financial was seeking a new advertising channel to generate qualified finance leads at a lead cost the same or less than the $10/lead they were spending using direct mail.


Retirement Readiness and Social Security Quiz

Hail Financial created two different quizzes, a Retirement Readiness Quiz and Social Security Quiz. Each quiz captured name, email and phone number leading to a follow up call and email sequence from Hail Financial. By offering a compelling lead magnet with their quizzes and targeted advertising on Facebook, they were able to drop their lead cost by 77%.


Hail Financial used two separate quizzes to drive their cost per lead down by 77% and generate 1,377 new, qualified leads.

1,377 leads at $2.32/lead

Watch Testimonial Video

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