The real numbers

Two campaigns. Real spend. Real results.

No composite case studies, no illustrative scenarios. This page is the spend, the appointments, and the outcomes exactly as they happened.

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Looking for your side of the system? The wealth side · The annuity side

$15K → $17M
Ad spend to net new assets, our own firm, first 5 months
$100–150
Per booked appointment
70–75%
Show rate
365 DAYS
Tracking you own
Our own results, measured by our own tracking. Individual results vary by market and month.
Case 01 · Our own firm

What $15,000 in ad spend did in five months

We ran the engine on our own firm before any advisor paid a dollar for it. Five months, $15,000 in ad spend, starting cold.

The early weeks looked ordinary. The difference was underneath: proprietary tracking followed every prospect for up to 365 days instead of seven, so booked appointments, not clicks, flowed back to the ad platform as the signal it learned from.

That signal compounded. The platform learned who actually books, targeting sharpened, and the cost per booked appointment compounded down month over month into the $100–150 range, with 70–75% of prospects showing up to their meetings.

By month five, calendar math had become asset math: $17 million in net new assets from $15,000 in spend.

The Founder · Compound Scale
$15K
Ad spend over five months
$100–150
Per booked appointment
$17M
Net new assets
Case 02 · Pooled campaign

Flagstaff: what a small pooled budget bought

Pooled campaign · Flagstaff, Arizona

About $1,500 in spend. 13 booked appointments.

This one ran at the pooled tier, the lowest-cost way into the same engine, inside a single exclusive territory. Same education-first funnels under The Right Retirement Plan, same tracking, same booking system.

  • About $1,500 in ad spend
  • 13 booked appointments with retirement-age prospects
  • Average prospect near $2 million in investable assets
  • Exclusive, non-overlapping territory for the pooled advisor
The honest part

No annuity case results yet

Annuity and insurance funnels run on this exact engine: the same tracking, the same education-first funnels, the same booking system. Nothing about the machinery changes between tracks.

Every number above comes from the retirement side, where the system has run longest. We do not have annuity case results to publish yet, and we will not invent them. When real annuity numbers exist, they will be on this page with the same level of detail.

Writing annuities? See how the dedicated annuity campaign works.

Marketing outcomes only
Every figure on this page describes marketing outcomes: ad spend, booked appointments, show rates, and new assets attributed by our tracking. Nothing here is a claim about investment performance, and results vary by market, budget, and month.
Ready when you are

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One flat $2,000 monthly retainer, ad spend at cost, month to month. Start online or talk it through first.

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Compound Scale is a marketing consultancy for financial professionals. We do not provide investment advice, manage assets, or make recommendations. All marketing systems are client-approved for compliance. Any references to growth reflect marketing outcomes only, not investment performance. Results vary by market and month. CompoundScale, LLC 2026. All rights reserved.

For financial professional use only