Anonymous Wealth Advisory
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VideoRep

3x Conversion Rate and 50% Lower CPA for an Anonymous Wealth Firm

3xconversion rate vs industry baseline
2.28xCTR lift (6.64% vs 2.91%)
~50%cost-per-acquisition cut ($43.53 vs $81.93)
NDA

"This is the highest performing campaign we've ever run, and the quality of leads fits our ICP perfectly."

Marketing Director. Anonymous Wealth Firm, Boutique Wealth Advisory

High-trust ad creative inside compliance constraints

A private wealth advisory firm needed paid creative that could carry compliance-locked scripts (no deviation allowed) while still feeling human enough to convert. Internally, they had no on-camera spokesperson and no production bandwidth.

Their brand voice is education-first and reassuring. Hype-y creative wasn't going to work. The video had to feel like the firm itself.

One presenter-led ad. Multiple hooks. Compliance-safe.

We produced one core presenter-led ad and multiple hook variations for A/B testing, all delivered with compliance-safe subtitles and exact-script delivery. One shoot, many testable outcomes.

The result was a repeatable creative engine. The firm could refresh hooks without re-shooting and maintain consistent compliance language across every variation.

NDA

"This is the highest performing campaign we've ever run, and the quality of leads fits our ICP perfectly. Normally this is our slow season, but this is the busiest we've ever been."

Marketing Director. Boutique Wealth Advisory

3X conversions. 50% lower CPA. 7+ months still running.

The campaign ran 7+ months and became the firm's #1 acquisition channel. Demand grew so quickly they had to pull spend back to match capacity.

3xconversion rate vs baseline
2.28xCTR lift
~50%CPA cut
7+ mocampaign still running

3X conversion rate vs. industry baseline. CTR up from 2.91% to 6.64%. CPA cut roughly in half. "Normally this is our slow season, but this is the busiest we've ever been."

Stats reflect performance as of April 2026 unless otherwise noted.

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