How Harness Wealth Achieved Sustainable Client Growth via Paid Media
Context
Harness Wealth is a digital wealth management platform for high-net-worth individuals seeking seamless access to independent financial advisors and tax experts. Determined to expand its client base and drive qualified applications, Harness Wealth partnered with Ads by Jer to overhaul its Paid Search and Paid Social strategy.
Challenge
Harness Wealth faced escalating CPAs and stagnant paid acquisition channels. Existing campaigns relied on broad-based targeting, lacked effective funnel segmentation, and failed to address distinct client profiles or new geographic markets. Tracking and reporting were manual and fragmented, making it difficult to measure incremental impact or optimize budgets.
Approach
Ads by Jer delivered a multi-stage transformation:
Overhauled search and social segmentation: Targeted high-intent keywords, segmented audiences by net worth, life stage, region, and financial goals.
Localized campaigns: Launched branded and non-branded ads in US and UK, with region-specific proof points and landing pages.
A/B tested creative variants and CTAs for both lead gen and content engagement.
Introduced Document Ads and high-value content offers to boost engagement and nurture leads.
Implemented unified funnel reporting: Tracked cost-per-lead, conversion rates, and channel attribution in real-time dashboards.
Incrementally increased paid media budget by 20% month-over-month, reallocating spend to top-performing segments and geographies.
Results
Cut blended CPA by 40% in six months, driving a 2x increase in qualified advisor applications.
Expanded paid campaigns from US-only to four new international markets, delivering a 34% lift in non-US client acquisition.
Boosted site lead-to-client conversion rates by 40% following creative refresh and document ad rollout.
Led two consecutive quarters of record pipeline growth, with sustainable, data-driven client acquisition powering Harness Wealth’s market expansion.