Professional Services · Wealth management
Building demand with momentum.
Xander Winther
Winther Wealth Management
Xander Winther shares how a first Meta campaign helped turn a new wealth-management practice into a more predictable path for larger, faster-moving deals.
- Customer
- Xander Winther
- Company
- Winther Wealth Management
- Industry
- Professional Services · Wealth management
- LetLois services
- Paid Ads
// Results
- deal size
- 7xdeal size
- reduction of time to close
- 50%reduction of time to close
- ROAS
- 3.6xROAS
// The story
The right campaign changes the kind of client you can reach.
Launching demand was only the beginning. The goal was to create a system that brought in stronger opportunities and gave the business room to grow.
When we first met Xander, Winther Wealth was a new business working to bring clients through the door. The value was there, but the practice needed a clearer way to reach the right people and turn early interest into real conversations.
We helped build the ad creative and launch Xander's first Meta campaign. The early results did more than generate visibility: the campaign created momentum around offers that were helping the business move deals forward faster and connect with prospects ready for a higher-value conversation.
That shift changed the quality of the pipeline. Return on ad spend increased, deal size rose, and the path from interest to close became more efficient. Instead of relying on disconnected activity, the business had a repeatable demand channel it could learn from and improve.
We are also setting Xander up inside LetLois, giving the practice one place to organize every incoming lead and build a streamlined operating system around follow-up. Press play above to hear Xander describe what it means to create a growth engine from the ground up.
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// Keep watching
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