Marketing performance across Aspen's RIA partner firms
Prepared by Vali Consulting Loading…
Firm by firm
Select a firm for its full report
From ad to meeting
How many people move from seeing an ad, to the site, to a booked meeting
Booked meetings over time
All firms combined
Initiatives & what's working
Updated monthly by Vali Consulting
Ad spend is Meta and Google media spend for each firm's campaigns. Cost per meeting is ad spend divided by booked meetings.
Booked meetings come from Vali's booking tracker. Site visitors come from each firm's Google Analytics; each firm's site is a campaign microsite, so its visitors come from the campaign.
Reporting begins October 1, 2026.