+214% Qualified Pipeline & $42M AUM Growth in 6 Months
The Challenge
Vectra Wealth Advisors wanted to capture high-net-worth individuals and B2B institutional partners, but their digital marketing campaigns yielded high cost-per-lead (CPL) with low-quality contacts. Their attribution tracking was broken, making it impossible to determine which ads drove real asset registration.
The Petro Approach
Petro restructured Vectra's digital acquisition architecture. We deployed hyper-targeted LinkedIn campaigns focused on senior finance officers and high-wealth segments, built custom compliance-approved educational landing pages, and implemented offline conversion tracking directly into their CRM.
The Technical Solution
We engineered a B2B performance marketing funnel. High-intent search terms were captured via Google Search Ads, while social proof and gated wealth-strategy reports were distributed via LinkedIn. Behind the scenes, the Petro Live View dashboard let their compliance team review every active ad and live lead in real time.
The Business Results
Within 6 months of launching, Vectra saw a 214% increase in marketing-qualified pipeline. More importantly, the system tracked $42.8M in net-new AUM directly attributed to performance campaigns. The cost per high-intent lead decreased by 36%.
Delivery transparency
During this engagement, Vectra Wealth Advisors tracked campaign analytics, spend optimization, and project deliverables in real time through our shared reporting pipelines.
“Petro solved the B2B attribution puzzle for us. They didn't just show us impressions; they showed us actual AUM growth in their dashboard from day one.”
VP of Growth & Acquisition, Vectra Wealth Advisors
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