Northvale
Cut cost per lead by 41% with paid social.
Finance
The Challenge
Northvale, a financial advisory firm, was struggling to reach younger clients. Their ads looked outdated, their cost per lead kept rising, and strict industry regulations made it hard to create content that felt engaging.
Our Approach
We created a compliant, education-first content strategy that made personal finance simple and approachable. Our team developed clear carousel guides, short explainer videos, and tightly targeted Meta and LinkedIn campaigns with continuous A/B testing of creatives.
The Results
Northvale's paid social became dramatically more efficient. Cost per lead dropped significantly, the firm reached a younger audience for the first time, and consultation bookings grew month after month.
41%
Lower cost per lead
3.6×
More consultations
92%
Ad approval rate
