Flat Fee Advisors is a first-of-its-kind advisor matching platform dedicated solely to pairing users with flat fee financial advisors—a fast-growing, transparent alternative to traditional percentage-based advisory models. These advisors offer objective, conflict-free financial advice at a predictable cost, making them particularly appealing to high-income individuals seeking a better way to manage their money.
With a powerful value proposition but limited awareness in the market, Flat Fee Advisors partnered with Linden Digital Marketing to drive qualified traffic to their website and increase conversions—defined as users completing their free matching quiz. Linden was responsible for developing and executing a full-funnel paid media strategy across Google and Meta, with a focus on reaching high earners who were not only interested in financial planning, but specifically drawn to the advantages of the flat fee model.
The primary goal was to generate a significant increase in qualified traffic and drive conversions (quiz completions) from users seriously interested in this emerging category of financial advice. Flat Fee Advisors was especially focused on reaching high earners, building awareness of the flat fee model, and guiding interested users toward taking action through the free quiz.
Linden implemented a multi-channel digital advertising strategy tailored to Flat Fee Advisors’ unique value proposition and growth goals. On Google, we ran Search ads focused on high-intent queries and launched Performance Max campaigns optimized for lead generation. On Meta, we developed an awareness-first funnel, highlighting the value of flat fee advisors for high earners. Remarketing was layered across platforms, re-engaging warm audiences with direct CTAs to complete the quiz.
Performance-Focused Strategy
We built campaigns designed to deliver real business outcomes—not just impressions or clicks, but high-quality leads.
Rapid Growth at Low Cost
Increased conversions by over 17,000% while decreasing CPCs on both platforms, ensuring efficient scaling.
Advanced Audience Targeting
We reached niche, high-earning users through detailed interest, income, and behavior targeting, ensuring strong message-market fit.
Full-Funnel Campaign Structure
We combined awareness-building with remarketing and conversion tactics to capture users at every stage of the decision-making journey.
1,980.2% increase in sessions
3,723.78% increase in impressions
23% increase in clicks
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